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PostPosted: Wed Sep 08, 2004 12:25 pm 
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Joined: Fri Aug 15, 2003 12:25 pm
Posts: 577
Location: Montreal, Canada
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


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PostPosted: Thu Sep 09, 2004 8:48 am 
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Location: Montreal, Canada
Nobody got an idea? any one used somehting like that befor ?


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PostPosted: Thu Sep 09, 2004 9:05 am 
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Joined: Mon Nov 03, 2003 7:13 pm
Posts: 5978
Location: Odessa, Ukraine
[google]php crm[/google]


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PostPosted: Thu Sep 09, 2004 2:48 pm 
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Joined: Fri Aug 15, 2003 12:25 pm
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Location: Montreal, Canada
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


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PostPosted: Thu Sep 09, 2004 3:18 pm 
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Location: Odessa, Ukraine
I was thinking you didn't know the right term to search for.


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PostPosted: Thu Sep 09, 2004 3:21 pm 
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Location: Montreal, Canada
ow okay.. true i actually didn 't write crm nowhere in my previous post :)
it was indeed misleading


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PostPosted: Thu Jan 11, 2018 12:57 am 
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Joined: Thu Jan 11, 2018 12:51 am
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hey, thanks for the details. this information may be helpfull for me.


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