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Which one?! Specific needs. Which CRM can fulfill?


We have specific needs. We are a young company (2.5yrs) and we are growing quickly.
We would like a system that:
– automates marketing
– tracks leads (website, marketing, email, etc)
– tracks current sales
– tracks inventory
– simplifies online ordering-payment-shipping process

Basically, an all-in-one software that handles everything from accounting to CRM to inventory management with the primary focus being CRM based. We’d like all the data in one place for each customer. And it must be customizable for wholesale and retail. Currently, our business does both. We sell to stores and to the end user. It has to be user friendly, capable, cost effective. Any direction would be appreciated!

asked by Henk V.  –  October 10, 2013

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2 Answers


take a look at bpm’online process-driven CRM for marketing, sales and service ( ) - cloud based open source CRM solutions to manage a complete customer journey – from lead to order, and to ongoing account maintenance. Bpm’online products are backed by a robust business process management platform.
Working with business processes in bpm’online is easy – you don’t need to be a technology specialist and there is no coding.

What is more, all products include out-of-the-box best practice processes for marketing, sales and service. Ready-to-go processes guide users through the most effective actions and make it easy to jump start using the system. One of the major advantages of bpm'online is that you get your products for sales, marketing and service literally on one platform, as a single application.
You can try it free with no credit card involved -

answered by Olivia M.  –  August 31, 2015

Hi Henk,
For typical B2C use, I would recommend you try out - it covers many good features around marketing, lead capture, automation. For Inventory shipping you might be able to customize the CRM.
Of course, if you don't mind 2-3 applications - then try Mailchimp, Wishpond & any simpler CRM.
Good luck.

answered by Sanjeev Arora  –  January 5, 2016

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