New CRM

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Charger440
Posts: 1529
Joined: Sun May 25, 2014 7:44 am
Location: Missouri

New CRM

Post by Charger440 »

I am considering taking on the crazy task of creating a new CRM for Local shops designed specifically for the need.

Questions.

1: Do you have one you use already? RepairshopR is very nice but he fluid movement through the program is hideous to say the least. Not to mention they want you to be a paying a customer before they will tell you anything about it. PCRT is also nice, it is very market oriented and it is pretty fluid in the work flow. However, it has serious issues the database requiring customers to be in the system at least twice. There is no customer based information unless it buried in the reports.

2: Do you have any suggestions you would like to see in a new system?

Of coarse if I do build it, it will be integrated with UVK, hopefully.
One if the things I would like to do is have UVK fill in the PC information automatically instead of having to upload a system info file.
Jim

It is not "Can it be done?" but rather, "How can we do it?"
Thomask
Posts: 7
Joined: Thu Jul 27, 2017 4:59 am

Re: New CRM

Post by Thomask »

I can go on and on , on this subject . I keep saying I would do it but never enough hours in the day . Please let me know when you do I would love to review and suggest stuff that you might miss .
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