My CRM Story: How I came to chose Prophet CRM - Adam (Texas)

I was having trouble deciding on a CRM solution. I am running a one person consulting practice out of my home. I use Outlook as my e-mail client and I will be using QuickBooks for my accounting software.

I really like some of the new technologies that currently exist such as – sales process automation, trickle marketing campaigns and e-mail intelligence for opened/read marketing e-mails, ect.

Well… I am sorry (embarrassed) to say. I went through a few CRM’s. I ended up spending way too much money trying to get it “right.” In a nutshell…

Stated with…

  • MS Business Contact Manager
  • Reason – free
  • Opinion – too clumsy. No clean integration with QuickBooks.
  • Result – dumped it

Next…

  • TeamScope
  • Reason – tight integration with Outlook
  • Opinion – good product, UI is outdated, support is terrible and expensive,
  • does not play nice with other Outlook plug-ins.
  • Result – dumped it

Next…

  • Maximizer
  • Reason – integration with Outlook & QuickBooks, decent UI, a real database backend
  • Opinion – good product, steep learning curve, weak Outlook integration,
  • support is great
  • Result – took too long to ramp-up… Dumped it

Next…

  • Prophet CRM
  • Reason – tight integration with Outlook
  • Opinion – good product, UI is clean, support is good, plays nice with other Outlook plug-ins, I wish it had a more robust functionality.
  • Result – I KEPT THIS ONE. 😉 It does not have everything I would like.

But, it works well with Outlook and keeps to the KISS principle.

This is probably more than you wanted to hear… But, you asked. 😉

Thanks,
Adam


Infoflo

4.5

Infoflo is a powerful CRM for Outlook users. Infoflo has one of the best and intuitive Outlook sync…

Infoflo is a powerful CRM for Outlook users. Infoflo has one of the best and intuitive Outlook sync functionality on the market and supports all versions of MS Outlook from 2003 upwards. Infoflo fully sync’s all contacts, companies, categories, calendar events and incoming/outgoing emails with your Outlook. InfoFlo has none of the traditional complexities of CRM products. InfoFlo gives users the best of both worlds by providing a feature rich CRM at a fair price which includes free upgrades for life. This allows users and their staff to easily manage all of their customer relationships in one easy to use interface showing important information needed at a glance. Pricing starts at a one-time $99 per user licence. A free trial is available.

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SalesOutlook

4.5

SalesOutlook is a complete Outlook based CRM software solution built upon the Microsoft Office System..

SalesOutlook is a complete Outlook based CRM software solution built upon the Microsoft Office System. Since 1999 SalesOutlook has been a leader in creating a fully integrated customizable Outlook CRM application and business tool. Users are able to customize all aspects of SalesOutlook including accounts, contacts, opportunities, customer service, calendar, tasks and email, or create their own module. SalesOutlook utilizes all aspects of Outlook so users will be familiar with the interface and features. They also offer mobile strategies to fit your organization, Mobile Outlook and Native apps. Free e-mail support is offered.

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eWay-CRM

0

eWay-CRM Basic/Premium is compatible with Microsoft Outlook 2003, 2007, 2010 and 2013 as well…

eWay-CRM Basic/Premium is compatible with Microsoft Outlook 2003, 2007, 2010 and 2013 as well as Microsoft Windows XP, Vista, 7 and 8 and a Microsoft Outlook plug-in. That means that eWay-CRM is also compatible with Microsoft Office 365. eWay-CRM is not compatible with Microsoft Outlook for Mac. The client side of eWay-CRM is an add-in for Microsoft Outlook for Windows and uses a local Microsoft SQL Server 2008 Express database. The server side is basically a server database. The server component can run on customer’s server or on eWay’s. eWay-CRM Basic is a standard desktop program and can be uninstalled from Control Panel in Microsoft Windows. Both e-mails and contacts are copied to eWay-CRM database and the original items stay in your Outlook. If you decide to uninstall eWay-CRM, you don’t loose anything from Outlook. A free version of the software is available. For a complete breakdown of the pricing, consult the website.

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Microsoft Outlook Resources

Additional MS Outlook resources can be found at Slipstick.

Have all your Outlook questions answered here: www.outlookforums.com/