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homemade crm and database system
Posted on 12/28/21 at 12:39 pm
Posted on 12/28/21 at 12:39 pm
I am looking to build my own system. I do NOT want to pay a monthly sub forever to a CRM software company. Truthfully, I am too small for them and they have more than I need (and charge accordingly). I was thinking of using Upwork. I've been working with self made spreadsheets for far too long and want to automate many processes of date entry. Has anyone had success using Upwork? If so, do you have any recommendations or useful tips? TIA!! 
7
Posted on 12/28/21 at 2:34 pm to Turbotoes
So you want to hire someone on Upword to custom build a CRM system that you would own?
OK, and what about when it breaks? Or you need new features? You going to hire someone else on Upwork to do that?
What are you looking to get out of the system? There are ones out there that are basic for less than $100/month/user.
OK, and what about when it breaks? Or you need new features? You going to hire someone else on Upwork to do that?
What are you looking to get out of the system? There are ones out there that are basic for less than $100/month/user.
Posted on 12/28/21 at 2:39 pm to Turbotoes
You can get some CRM options for like $10-20/month. I would think hiring a developer to create one would cost way more than it's worth, as well as upkeep on it.
Posted on 12/28/21 at 2:54 pm to LSUFanHouston
Yes, I'd like to invest in it. What does quite costly entail?
Posted on 12/28/21 at 8:13 pm to Turbotoes
Depends on the size of your business, and how much you value your time over the money your company spends.
If you're a small company that is strapped on cash, building your own in house one with very limited functionalities that addresses the immediate need may be valid. For example use SaaS for clients, opensource and locally run options whenever possible. Additionally, store a customers record on what email links they have clicked on. It gives an advantage when talking to them. If you leverage SuiteCRM then create a small app that works with its API. I think it's the best option but they don't really have any API documentation but it is based off SugarCRM so you should be able to use their docs for the most part. I am sure there will be a fair learning curve to it though as its not a small app, if you’re the primary systems administrator.
If you're a mid size company with limited cash; consider how much you're paying your developer or outsourced company before calling a CRM too expensive. It is typically better to get your dev team to build out your own product instead of spending time on the CRM.
IF you're a larger company; focus on your core business and license a CRM + getting contractors to customize it for you. No point in wasting time doing something that is not your core focus.
If you're a small company that is strapped on cash, building your own in house one with very limited functionalities that addresses the immediate need may be valid. For example use SaaS for clients, opensource and locally run options whenever possible. Additionally, store a customers record on what email links they have clicked on. It gives an advantage when talking to them. If you leverage SuiteCRM then create a small app that works with its API. I think it's the best option but they don't really have any API documentation but it is based off SugarCRM so you should be able to use their docs for the most part. I am sure there will be a fair learning curve to it though as its not a small app, if you’re the primary systems administrator.
If you're a mid size company with limited cash; consider how much you're paying your developer or outsourced company before calling a CRM too expensive. It is typically better to get your dev team to build out your own product instead of spending time on the CRM.
IF you're a larger company; focus on your core business and license a CRM + getting contractors to customize it for you. No point in wasting time doing something that is not your core focus.
Posted on 12/29/21 at 11:30 am to Turbotoes
I'm a software developer and have built custom CRM systems for the staffing and contracting industries. If you're interested in discussing - let's connect.
Posted on 12/29/21 at 10:31 pm to Turbotoes
Just use hubspot until you get some money.
Posted on 12/29/21 at 11:07 pm to Turbotoes
It's worth the money today for one. You're gonna pay aonthly fee for hosting it anyway or have to solve really complex network issues to access your data potentially
Posted on 12/30/21 at 4:28 pm to oklahogjr
(no message)
This post was edited on 8/15/23 at 6:42 pm
Posted on 12/31/21 at 7:47 pm to TigerGrad2011
Salesforce is $1800/user/year
Posted on 12/31/21 at 8:09 pm to TigerGrad2011
quote:
What is the monthly cost on something like SalesForce?
Will depend on your licensing tier. Salesforce is more than a CRM though it's a whole platform that can expand upon. It's also an Enterprise tool designed for very large companies with admin teams to manage it or ability to outsource the management.
I wouldn't use Salesforce unless my sales team was 50+ users.
Look at open source alternatives as one option.
Another would be something like Zoho.
LINK
Posted on 12/31/21 at 8:10 pm to oklahogjr
Another alternative is to build out the automation in the spreadsheets further. So that they auto calculate more fields, provide forms for input, and store data in valid structures for your reports.
Posted on 1/1/22 at 8:20 am to oklahogjr
Thanks for all of the ideas and helpful answers
Posted on 1/1/22 at 8:23 am to oklahogjr
Salesforce is great. I get 10 free users via non profit.
Posted on 4/21/22 at 5:59 am to FnTigers
You're right, more and more businesses and companies are moving to Salesforce now. Therefore, to implement CRM, I advise you to contact companies that are official partners of Salesforce.
Posted on 4/21/22 at 7:25 am to Turbotoes
I'm a software developer and I've built custom systems for the state as well as various industries. Send me an email if you're interested in discussing:
glide.systems.mgmt@gmail.com
glide.systems.mgmt@gmail.com
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