Best On-Premise Small Business CRM Solutions for MS Windows.
These are conventional, traditional, so-called on-premise or inhouse CRM desktop applications that run on a Client/Server network architecture on your desktop. This is where you typically have a more powerful, dedicated PC acting as a Server, with the Clients, or Workstations attached or networked to it. These are rapidly being replaced by their SaaS/cloud/web based counterparts, as companies weigh up the pro’s and cons.
Most of these CRM programs will also run on a peer-to-peer network, where all the PC’s or workstations have equivalent responsibilities. This works well if you don’t have too many PC’s to network (up to 5, but possibly several more) depending on how much traffic or data is moving across your network. And CRM’s are notorious for high-intensity traffic and fast-building databases.
If your company is running Microsoft Outlook, don’t overlook Outlook CRM solutions as well, here..
Below is our list of Recommendations:
DESKTOP CRM PRODUCTS
Highly Recommended. InfoFlo has none of the traditional complexities of CRM products.User often get stuck between overpriced feature rich CRMs and CRMs with limited functionality. 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 $99 per user licence. A free trial is available.
Highly Recommended. Bitrix24, with over 500,000 users, is fast taking over the mantle of Most Popular Free CRM. And not suprisingly – their feature-rich, free forever plan is not crippled in any respect, (except for a limit of up to 12 users and 5 Gb of data storage) unlike virtually all the other so-called free CRM’s. All your CRM records (leads, companies, contacts, deals, invoices, quotes) are unlimited, as well as unlimited custom fields. You also have a free email marketing engine and can send/receive emails directly from Bitrix24. Other main features include the ability to make/receive calls; sales automation/business processes; multiple currencies; and integration with various apps like Xero accounting.
Recommended. Founded in 1988 and one of the longest standing CRM vendors out there, Commence offers an on-premise or cloud based CRM solution for businesses having 5 to 200 users. It consists of multiple applications including sales ($19/user per month), marketing ($25/user per month) and project management ($25/user per month).
Recommended. We feel obliged to mention ACT!, as it is arguably the most popular Contact Manager out there. But ACT! lost market share after releasing a couple of flawed Act! upgrades. ACT! scales up to about 50 users, and is not shy in its demand for processing power.
Recommended. Offering several versions: Goldmine Corporate, Enterprise and Premium, Goldmine is a feature-rich CRM, but with that goes complexity.
If your organization uses MS Outlook extensively, have a look at these Outlook based CRM solutions.
If you find the CRM solutions suggested above too underpowered for you, try our SMB CRM software section: CRM Solutions for Small to Medium sized business.
Are you already familiar with any of these CRM applications? Why not place your comments here.. so others can learn from your experiences.
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September 8th, 2014