Contact Management

[Ryan Lederman]

We're mulling around some ideas for the new SyncWorks module and we'd like to get a feel for who is using what to manage their contacts on the PC side.

Please leave feedback.

[craigbrass]

Would deffo start using an app for Thunderbird just to keep contacts synced between my office, home and laptop if not more.

IBM Lotus eh? Never heard of that

[Trevor]

Im using Windows live mail here.

[Ryan Lederman]

Originally Posted by Trevor

Im using Windows live mail here.

Is that a desktop client or a web-based app?

[SteveLV702]

I use iMail and Address Book via Mac

[oliverm]

I've said it before, and I'll say it a thousand times...i reckon Kayako should do a CRM which integrates with the support elements of the support suite.

That would certainly make *my* life easier

[fieldsg]

Originally Posted by Ryan Lederman

Is that a desktop client or a web-based app?

Basically an Outlook Express Updated Email Program

Here is the Site

[GoneShootin]

We use SugarCRM for contact management

[Jamie Edwards]

Do you sync with Outlook, GoneShootin?

[markb]

I use Zimbra - open source, mysql db

[GoneShootin]

Originally Posted by Jamie Edwards

Do you sync with Outlook, GoneShootin?

We used to, but Outlook has been relegated to just internal mails. It became too much of a headache.

[gabbs]

Originally Posted by GoneShootin

We used to, but Outlook has been relegated to just internal mails. It became too much of a headache.

I'm just thinking in theory if you wanted to Sync SugarCRM and Kayako all would need is syncworks running and SugarCRM outlook sync running on a machine at the same time?! Anybody tried this? does it work?

[cliff]

I am currently looking for a good (preferably free - but willing to pay) CRM.
If Kayako offered an integrated CRM as an add-on module, I'd be willing to pay for it.

I tried to install SugarCRM, but I'm on a shared server, and I gave up.
I can't find any other products I can install, and I'm a one man show, so I don't need a hosted packed with a minimum number of seats (none seem to offer just 1 anyhow).

[John Haugeland]

It would be very helpful to me personally if people would start telling me in private what they believed CRM meant, and what parts of it were interesting to them. I've gotten a lot of conflicting viewpoints and definitions, and having a clear view of what people take from this term will help me understand what's missing from our current system and whether the new Teamwork module can address some of them.

The reason I want these explanations in private is to prevent group agreement - it's human nature to let details get lost in concurring with the crowd. It is very important to me that answers to this question do not appear in this thread please.

Thanks.

[Joost Sanders]

I use Outlook (2007) connected to Exchange (2003).
Big advantage for me is that it integrates to my nr.1 comm. channel (email), works everywhere (on phone, webaccess, pc) and contacts can easily be shared with other members of the company.

What I am missing is a way to connect all email communication (of all employees) to the same client, as well of adding notes, documents, etc.
This can be done with Microsofts CRM, tried it, but turned out to be a pain in the ***.