Open
Description
CRMs add a lot of value to organizations. Some of them have become the software backbone of the largest organizations. Being able to track leads throughout the entire sales funnel (from advertisements to website to sales call to customer support) is very powerful - having all this information in one place can help provide better support, optimize marketing materials and prioritize sales activities.
I've used a bunch of CRM (Customer Relations Management) tools in the past, like PipeDrive, Twenty, Odoo, Hubspot and SalesForce.
I imagine many of these tools having evolved like this:
- Contacts storage / link to organizations
- Activity logging (calls, meetings, notes)
- Pipeline management (kanban)
- Reporting
- Email logging
- Issue / ticketing / support / helpdesk
- Knowledge base / support
- Email marketing (mass e-mails / mailchimp)
Why AtomicServer might be a good fit
- Custom data models. Users want to add custom properties to contacts and create other models too.
- Very good performance (also for custom filters / sorts / queries). Performance is actually an issue in most of the tools I've tried thus far.
- Powerful / fast search
- Good tools for devs (SDK, Rest API, libraries)
- CMS / article / knowledge base management tools
What is missing
- Domains specific views (contacts with activity list, organizations)
- Email logging / sending
- Calendar logging / sync
- Reporting / aggregations / counts / graphs
- Roles / granular permissions