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ProjeQtOr free project management software - CRM ? - ProjeQtOr
 
 

CRM ?

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06 Dec 2012 16:26 #1 by JFOC
CRM ? was created by JFOC
Would be great addition if we can have simple CRM in Project'Or RIA ?
what do you think guys ?

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06 Dec 2012 16:52 #2 by babynus
Replied by babynus on topic Re: CRM ?
What would be functions for a CRM ?
(I am not a CRM expert)

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06 Dec 2012 16:55 #3 by JFOC
Replied by JFOC on topic Re: CRM ?
in details about CRM:
en.wikipedia.org/wiki/Customer_relationship_management

vtiger.de is one of good example

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06 Dec 2012 22:11 #4 by babynus
Replied by babynus on topic Re: CRM ?
My question is :
Amongst all the function of a CRM, wich would you expect as a "simple CRM in Project'Or RIA" ?

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07 Dec 2012 09:21 #5 by ekolossov
Replied by ekolossov on topic Re: CRM ?
Nobody looking for 'simple' CRM. Everybody looking for a customized CRM solution. So, this is not something Project'Or can do easy. What we need is the mechanism for integration with CRM. Some of this already done with automated import and it works great. So, data from CRM can be imported. It will be good to have an export as well - like to create csv file on the status change, for example. Currently we are implementing that ourselves using triggers on the table. If we can have generic way to do it - it will be great.
Regards,
Evgueni

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07 Dec 2012 09:46 #6 by JFOC
Replied by JFOC on topic Re: CRM ?

ekolossov wrote: Nobody looking for 'simple' CRM. Everybody looking for a customized CRM solution. So, this is not something Project'Or can do easy. What we need is the mechanism for integration with CRM. Some of this already done with automated import and it works great. So, data from CRM can be imported. It will be good to have an export as well - like to create csv file on the status change, for example. Currently we are implementing that ourselves using triggers on the table. If we can have generic way to do it - it will be great.
Regards,
Evgueni

Yes must be this is the right things should be done rather than to create CRM inside Project'OR RIA it self

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