Zen Cart Logo
Forums / The Zen Pub / CRM Email Management System, Recommendations?

CRM Email Management System, Recommendations?

Locked

Views: 73

Results 1 to 7 of 7
This thread is locked. New replies are disabled.
30 Jan 2008, 06:35
#1
voltage avatar

voltage

Totally Zenned

Join Date:
Apr 2005
Location:
Houston, TX
Posts:
1,356
Plugin Contributions:
1

CRM Email Management System, Recommendations?

I am in serious need of a CRM system that has a good email manager. In particular, I would like a system that:

  • allows me to assign emails to CSR's
  • groups emails from customers with previous emails from that customer
  • tracks response time and increases the priority of an email if not answered after a certain period
  • etc.
30 Jan 2008, 06:48
#2
yellow1912 avatar

yellow1912

Totally Zenned

Join Date:
Oct 2006
Posts:
5,422
Plugin Contributions:
0

Re: CRM Email Management System, Recommendations?

Im using osticket, the nice thing about it is:
It has all the features you want
Simple and clean interface
Not a resource hog.

But this is an email/ticket system only, not CRM. Have you ever tried SugarCRM? The interface is so complicated tho

30 Jan 2008, 07:38
#3
voltage avatar

voltage

Totally Zenned

Join Date:
Apr 2005
Location:
Houston, TX
Posts:
1,356
Plugin Contributions:
1

Re: CRM Email Management System, Recommendations?

yellow1912:

Im using osticket, the nice thing about it is:
It has all the features you want
Simple and clean interface
Not a resource hog.

But this is an email/ticket system only, not CRM. Have you ever tried SugarCRM? The interface is so complicated tho

I was browsing the forum and for SugarCRM and EVERYONE said that the email portion was complete garbage. Since this is all I am really interested in . . . kind of defeats the purpose.

I'll checkout osticket.

30 Jan 2008, 07:46
#4
voltage avatar

voltage

Totally Zenned

Join Date:
Apr 2005
Location:
Houston, TX
Posts:
1,356
Plugin Contributions:
1

Re: CRM Email Management System, Recommendations?

yellow1912:

Im using osticket

I am having a really hard time finding a list of features. Did you find any?

30 Jan 2008, 08:15
#5
yellow1912 avatar

yellow1912

Totally Zenned

Join Date:
Oct 2006
Posts:
5,422
Plugin Contributions:
0

Re: CRM Email Management System, Recommendations?

Im using it as of now, the install is very easy, just 1-2 steps so you can easily check it on your local host, anyhow here are the main features im using:

  1. Accept emails from users (users will still send emails from the contact form, then the emails are forwarded to osticket). So it's hidden from users (since i dont really want to use the ticket system on my site, which is not tech related)

  2. Automatically assign a unique/random id to ticket

  3. Support rep can pick up the ticket, work with it, track it, follow up etc

  4. You can track response time as well

  5. Pre-written email messages so you can use in general cases.

  6. Auto response

02 Feb 2008, 06:34
#6
voltage avatar

voltage

Totally Zenned

Join Date:
Apr 2005
Location:
Houston, TX
Posts:
1,356
Plugin Contributions:
1

Re: CRM Email Management System, Recommendations?

I am interested in hearing what others are using. A lot of these ticket based systems seem to be geared more to tech service style business. We sell jewelry and are a retailer only.

How do others manage emails among multiple CSR's?

I have been searching on google for the last week, but its been a difficult thing to find answers to. Maybe I am not looking for the right thing.

A chat service provider, LivePerson, offers a great email management system with their CRM service, but it is overpriced (at $150 / month per chat operator). I believe I can find something better for a little less.

02 Feb 2008, 06:36
#7
yellow1912 avatar

yellow1912

Totally Zenned

Join Date:
Oct 2006
Posts:
5,422
Plugin Contributions:
0

Re: CRM Email Management System, Recommendations?

Which features you looking for?