Comments on: The Freelancer’s Introduction to CRM http://freelancefolder.com/the-freelancers-introduction-to-crm/ The Blog For Freelancers And Web-Workers Fri, 19 Mar 2010 02:35:00 -0400 http://wordpress.org/?v=2.8.4 hourly 1 By: David Cobwell http://freelancefolder.com/the-freelancers-introduction-to-crm/comment-page-1/#comment-26640 David Cobwell Fri, 24 Apr 2009 22:55:10 +0000 http://freelancefolder.com/?p=1104#comment-26640 I went with Jexxe Freelancer www.jexxe.com thanks to this topic and couldn't be more happy with my choice. Perfect for the freelancer or small business. I went with Jexxe Freelancer http://www.jexxe.com thanks to this topic and couldn’t be more happy with my choice. Perfect for the freelancer or small business.

]]> By: Sarah Laycock http://freelancefolder.com/the-freelancers-introduction-to-crm/comment-page-1/#comment-25192 Sarah Laycock Wed, 11 Mar 2009 09:28:05 +0000 http://freelancefolder.com/?p=1104#comment-25192 Great post - oh so true :) We have been using a new CRM solution - http://www.s3crm.com It provides us with basic contact management, calendar, project management and also helps us provide quotes and invocies to our customers. You don't have to download any software as it is all web-based, you can access from internet enable devices - it has been great with the iphone :) We have been using the free trial - I would recommend it. Sarah Great post – oh so true :)

We have been using a new CRM solution – http://www.s3crm.com
It provides us with basic contact management, calendar, project management and also helps us provide quotes and invocies to our customers.
You don’t have to download any software as it is all web-based, you can access from internet enable devices – it has been great with the iphone :)

We have been using the free trial – I would recommend it.

Sarah

]]> By: Val Nelson http://freelancefolder.com/the-freelancers-introduction-to-crm/comment-page-1/#comment-24616 Val Nelson Sat, 21 Feb 2009 04:55:18 +0000 http://freelancefolder.com/?p=1104#comment-24616 Thanks for this helpful post. I checked out all three you mentioned, and a few others, but have decided to start with Zoho CRM. Free version has just the right amount for a one-person freelance operation, as far as I can tell so far. (I do website content writing and optimization which means I'm juggling many clients and prospects at once.) I also looked at sugarcrm, bigcontacts, and jexxe. All have something good to offer but Zoho seemed to fit just right for now. I sound like Goldilocks. Good luck everyone. Thanks again. Thanks for this helpful post. I checked out all three you mentioned, and a few others, but have decided to start with Zoho CRM. Free version has just the right amount for a one-person freelance operation, as far as I can tell so far. (I do website content writing and optimization which means I’m juggling many clients and prospects at once.)

I also looked at sugarcrm, bigcontacts, and jexxe. All have something good to offer but Zoho seemed to fit just right for now. I sound like Goldilocks.

Good luck everyone. Thanks again.

]]> By: Andrew http://freelancefolder.com/the-freelancers-introduction-to-crm/comment-page-1/#comment-22239 Andrew Sat, 15 Nov 2008 15:30:18 +0000 http://freelancefolder.com/?p=1104#comment-22239 A new alternative to check out is <a href="http://www.jexxe.com" rel="nofollow">Jexxe Freelancer</a>, designed specifically for freelancers and small business, it covers invoicing, project management and simple CRM from both an admin and client perspective. Its also integrated with PayPal and supports easy setup of PayPal subscriptions. Its a downloadable product that you can host on your own website so its also completely re-brandable. Its not free but is pretty cheap and you only have to pay once, no monthly subscriptions :-) <a href="http://www.jexxe.com" rel="nofollow">http://www.jexxe.com</a> A new alternative to check out is Jexxe Freelancer, designed specifically for freelancers and small business, it covers invoicing, project management and simple CRM from both an admin and client perspective. Its also integrated with PayPal and supports easy setup of PayPal subscriptions.
Its a downloadable product that you can host on your own website so its also completely re-brandable. Its not free but is pretty cheap and you only have to pay once, no monthly subscriptions :-)
http://www.jexxe.com

]]> By: ivan acosta-rubio http://freelancefolder.com/the-freelancers-introduction-to-crm/comment-page-1/#comment-20513 ivan acosta-rubio Tue, 14 Oct 2008 19:26:02 +0000 http://freelancefolder.com/?p=1104#comment-20513 We are able to close at least 20% more deals since we started using a CRM. This tool is a must. We are able to close at least 20% more deals since we started using a CRM. This tool is a must.

]]> By: Emile M http://freelancefolder.com/the-freelancers-introduction-to-crm/comment-page-1/#comment-20197 Emile M Fri, 10 Oct 2008 18:42:37 +0000 http://freelancefolder.com/?p=1104#comment-20197 You should definitely take a look at the community version of SugarCRM. I've been using it for 4-5 years. www.sugarcrm.com You should definitely take a look at the community version of SugarCRM. I’ve been using it for 4-5 years.

http://www.sugarcrm.com

]]> By: Shane G http://freelancefolder.com/the-freelancers-introduction-to-crm/comment-page-1/#comment-20095 Shane G Thu, 09 Oct 2008 13:12:11 +0000 http://freelancefolder.com/?p=1104#comment-20095 Great post ! I am just starting out and i am slowly piecing together the required systems and processes to start my freelance business. I have taken the davice of waterprise2 and i am currently trialling ZOHO CRM. I have to say that it looks really good but very complicated, Once i get my head around all the terminology I'm sure it will be fine. @waterprise2 You said that you use "ZOHO invoice" to invoice clients ? does this integrate well into CRM ? why don't you use the invoicing features in CRM ? Thanks for all your efforts Shane and looks extremely similar to sales force (which my company use), but its free! I Great post !

I am just starting out and i am slowly piecing together the required systems and processes to start my freelance business.

I have taken the davice of waterprise2 and i am currently trialling ZOHO CRM. I have to say that it looks really good but very complicated, Once i get my head around all the terminology I’m sure it will be fine.

@waterprise2 You said that you use “ZOHO invoice” to invoice clients ? does this integrate well into CRM ? why don’t you use the invoicing features in CRM ?

Thanks for all your efforts

Shane

and looks extremely similar to sales force (which my company use), but its free!

I

]]> By: Josh Whiting http://freelancefolder.com/the-freelancers-introduction-to-crm/comment-page-1/#comment-19583 Josh Whiting Thu, 02 Oct 2008 21:43:31 +0000 http://freelancefolder.com/?p=1104#comment-19583 This is an excellent article which I believe will help a lot of people out there better manage their operations. The points mentioned are great, a CRM Software Solution offers its users a single place to store all information whether it is contact info, notes, opportunities or anything else. One vendor not mentioned here that I believe is worth mention is Salesboom.com. I came across their site doing a search for freelance CRM where I found an entire page dedicated to freelance CRM Software. Still which ever vendor someone chooses they will wonder how they ever survived without it before. This is an excellent article which I believe will help a lot of people out there better manage their operations. The points mentioned are great, a CRM Software Solution offers its users a single place to store all information whether it is contact info, notes, opportunities or anything else. One vendor not mentioned here that I believe is worth mention is Salesboom.com. I came across their site doing a search for freelance CRM where I found an entire page dedicated to freelance CRM Software. Still which ever vendor someone chooses they will wonder how they ever survived without it before.

]]> By: Mason Hipp http://freelancefolder.com/the-freelancers-introduction-to-crm/comment-page-1/#comment-19560 Mason Hipp Thu, 02 Oct 2008 15:43:44 +0000 http://freelancefolder.com/?p=1104#comment-19560 @waterprise -- I've looked at ZOHO crm before and was turned off by the somewhat-strict system they have for leads. It seems like it needs to be lead -- prospect -- client -- account, and there are no other options. In your usage, have you just stuck with their system or have you found another way? - Mason @waterprise — I’ve looked at ZOHO crm before and was turned off by the somewhat-strict system they have for leads.

It seems like it needs to be lead — prospect — client — account, and there are no other options. In your usage, have you just stuck with their system or have you found another way?

– Mason

]]> By: Integritylance http://freelancefolder.com/the-freelancers-introduction-to-crm/comment-page-1/#comment-19522 Integritylance Thu, 02 Oct 2008 00:54:31 +0000 http://freelancefolder.com/?p=1104#comment-19522 Great post, we have used a number of different applications but for the most part we still come back to regular outlook and a custom one we had made Great post, we have used a number of different applications but for the most part we still come back to regular outlook and a custom one we had made

]]>