Data managment system Question

Ye' old general discussion board. Basically, for everything that isn't covered elsewhere. Come here to shoot the breeze, shoot your mouth off, or whatever suits your fancy.
This forum is not for asking programming related questions.

Moderator: General Moderators

Post Reply
Draco_03
Forum Regular
Posts: 577
Joined: Fri Aug 15, 2003 12:25 pm
Location: Montreal, Canada

Data managment system Question

Post by Draco_03 »

I was trying to find a programm (not necessarly in php)
I was looking for some sort of programm that would manage client vs potential client here's some feature I wanted

- Have permission for differents users(differents sales person)
- DB of clients and potential clients
- Automated emails to Potential client that didn't buy yet (90) days or a client that didn't replenish his stock (x time)
- See if a account hasn't been paid
- Calendar for activity , on a giiven activity send 1 week befor batch mail to all clients targeted by the activity
- What info i sent to a potential clinets
- of course an advanced search (from profession to location of client)
- Batch mailing etc etc

EDIT: I forgot, also different products to sale to different person based on interest.
EDIT : ANd also, wich sales person sale the most, and what product sale the best
EDIT : ANd hehe.. also possibility to have report (graphics and texte)
Stuff to manage clients and sales
A sales person would be using this prog.

First I think that a programm (exe) on the computer of the sales person is a better idea than a web based one.

The person could work on a laptot offline and synchronise later on the database.

Anyways give me your feedback and if you have a good suggestion (i found many application but they all lack in some part, sometimes UI is horrible :P)

Thx
Draco_03
Forum Regular
Posts: 577
Joined: Fri Aug 15, 2003 12:25 pm
Location: Montreal, Canada

Post by Draco_03 »

Nobody got an idea? any one used somehting like that befor ?
User avatar
Weirdan
Moderator
Posts: 5978
Joined: Mon Nov 03, 2003 6:13 pm
Location: Odessa, Ukraine

Post by Weirdan »

[google]php crm[/google]
Draco_03
Forum Regular
Posts: 577
Joined: Fri Aug 15, 2003 12:25 pm
Location: Montreal, Canada

Post by Draco_03 »

Yeah thx weirdan I went on google.. tryed lots of stuff .. but i just can't find something easy to use with what I want.
They seem to all have a project managment, wich i don't need, but the fact that project is here some of them require a project to be enter..

Nyways, it's hard to explain excatly what i want , But if you know about a crm (not necessarly free) that is really good ust tell me..

Thx again
User avatar
Weirdan
Moderator
Posts: 5978
Joined: Mon Nov 03, 2003 6:13 pm
Location: Odessa, Ukraine

Post by Weirdan »

I was thinking you didn't know the right term to search for.
Draco_03
Forum Regular
Posts: 577
Joined: Fri Aug 15, 2003 12:25 pm
Location: Montreal, Canada

Post by Draco_03 »

ow okay.. true i actually didn 't write crm nowhere in my previous post :)
it was indeed misleading
shawnj78
Forum Newbie
Posts: 1
Joined: Wed Jan 10, 2018 11:51 pm

Re: Data managment system Question

Post by shawnj78 »

hey, thanks for the details. this information may be helpfull for me.
Post Reply