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Ask HN: A Rapportive-esque Email CRM for small businesses and startups?

3 pointsby noelsequeiraalmost 14 years ago
As a small startup that sells to enterprises, we've been looking high and low for a collaboration-centric CRM that bridges the gap between the email and CRM silos, yet we've found almost every solution we've tried wanting, and we've tried a handful to say the least.<p>While we interact with our customers primarily via email, because most commercial CRMs are a completely separate silo, multiple problems arise:<p>-We have little or no context (about contacts or opportunities) while looking at an email, although we might have added relevant information / notes to the CRM.<p>-The email inbox and the CRM are eternally out of sync, necessitating a lot of duplicated data entry and resulting in incomplete account / opportunity information.<p>-The context-switching overhead associated with frequently toggling between email and the CRM.<p>What we've really been looking for:<p>1) Activity Feed: A simple, concise stream of updates for each and every account / opportunity, so we're all on the same page and we've recorded the entire history of our interactions with a customer for posterity.<p>2) Email Bridge: When the CRM is a separate silo, a huge amount of duplicate data entry results. Tight email integration via a Rapportive-esque widget for GMail / Outlook that lets me associate mails with opportunities, and view contextual information within the inbox. This includes email-CRM sync, so that contacts are up to date.<p>3) Task Management: A basic task manager that integrates with my calendar and email (the ability to create tasks from emails and have them appear in my calendar) .<p>4) Simple CRM: The ability to create accounts / opportunities and add collaborators.<p>5) Mobile: A simple mobile web app to access contacts / relevant data when on the move was imperative.<p>6) Basic Reporting: A concise dashboard that lets me visualize a few key metrics (optional).<p>What we observed (I'm covering only some of the more famous tools that we tried. I don't mean to criticize these tools, I'm only trying to point out that they did not work for our use-case):<p>-Sugar CRM, while infinitely malleable and extensible, was never built for collaboration.<p>-Salesforce: The same might be said of SalesForce - too complicated / clunky, too focused on reporting / analytics, and too expensive for a small team anyway.<p>-Fat Free CRM was a bit too spartan and ended up being inflexible to the point that we had to discard it.<p>-Insightly, a CRM that integrates deeply with Google Apps seemed promising at first blush, but we found it far from usable from a collaboration standpoint. Too many clicks needed to get anything done.<p>-Highrise was simple and well designed, but their email integration was far too convoluted for our liking.<p>-Zoho CRM seemed to possess most of the features that we were looking for, but the user experience left so much to be desired that we had to walk away.<p>-While Rapportive and Xobni certainly have their merits (and I'm a big fan), they're too basic and contact-centric to really considered sales CRMs.<p>So, is there a simple CRM for startups and small businesses that integrates tightly and plays well with email? Is this a pain point that resonates with any other HNers?<p>NOTES:<p>1] I'm aware that a)CureCRM and b)Xobni Pro + the SalesForce Gadget are approximate enterprise versions of what we're looking for, but a small startup like ours cann't afford to use SalesForce.<p>2] Nimble CRM is a new social CRM for Google Apps that looks quite interesting. They try to be your consolidated inbox, and I'm a bit loath to use anything other than good old GMail for email. I will give them a spin, though.

2 comments

gregpillingalmost 14 years ago
Why not use SugarCRM with its built in email. Use IMAP to fetch your email from Gmail, and send from within SugarCRM to your contacts. I have used SugarCRM this way before and it worked ok. I am not a massive fan of the software, but it does seem to have the features you want. It has a limited activity stream too. You could always fork the code to make it do exactly what you want, since it is open source.
michaeldhopkinsalmost 14 years ago
Batchbook with Rapportive widget?