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Untitled Document

 

Best Small Business CRM Solutions for MS Windows.

 

The Contact Managers and small business CRM (customer relationship management) solutions selected below could well be ideal for your small organization.

To help you differentiate the CRM software solutions mentioned below from others advocated elsewhere on SmallBizCRM - these products are not web-based CRM solutions or Apple Mac CRM solutions.

These are conventional, so-called on-premise CRM desktop applications that run on a Client/Server network architecture. This is where you have a more powerful, dedicated PC acting as a Server, with the Clients, or Workstations attached or networked to it. They are sometimes referred to as in-house CRM or on-premise CRM systems.

Most of these small business CRM programs will also run on a peer-to-peer network. This is where all the PC's or workstations have equivalent responsibilities. This works well if you don't have too many PC's to network (up to 5, but possibly several more) depending on how much traffic or data is moving across your network. And CRM's are notorious for high-intensity traffic and fast-building databases. (Something to consider when you implement your CRM).

If your company is running Microsoft Outlook, don't overlook these Outlook CRM solutions.

Below is our list of Recommended Small Business CRM Solutions for Windows Desktop


DESKTOP CRM PRODUCTS

  • Prophet CRM. Highly Recommended. Great, easy-to-use and affordable Award-winning MicroSoft Outlook based CRM solution that happily Top Outlook based CRM solution runs on a peer-to-peer network without the need for MS Exchange Server. Fully scalable to industrial strength, Prophet is excellent value for money, and ideal for the small business with a sales process that needs management. You also make a huge saving with training as your staff are no doubt already familiar with Outlook, and Prophet CRM appears as simply an extension. Costs approx. $150 per user, depending on the version. Their newly released Prophet version 4.0 is a winner! Review of Prophet 4.0 to follow soon. (Previous versions: Prophet v3.0 incorporates important new features. Read our previous review: Prophet 2004 CRM overview.)

InfusionCRM

  • SalesNexus. Recommended. If you are after the functionality of ACT!, but an online or web based ACT! equivalent, SalesNexus is a popular option. You get all the things you like (or used to like) about ACT!, but online and for far less money.

 

  • SoftwareOnSailBoats. With a name that that, who could not but be intrigued by this recent entrant in the small business CRM space! Built from the ground up with .NET, (Microsoft's development platform for the net), SoftwareOnSailboats has a lot going for it. Their integration to Outlook and Handheld devices impressed us, too. This product competes with the likes of MS BCM and Goldmine. Good value for money.
  • UCAP (Up Close & Personal) is another relatively new player in UCAP - Well designed Small business CRM & Office Management Tool. this market, but is fast building up a stream of loyal users. It includes all the bells and whistles, with batteries included! And the Single User version is still FREEware. Pricing is approx. $350 per user for a 10 license. They recently released a UCAP CRM VOIP version.
  • LeGrand CRM. Ideally suited to smaller businesses, particularly those that use QuickBooks for their accounting system. Certainly not the only reason to consider LeGrand, though. This reasonably priced CRM solution is being referred on as an easy-to-use, easy-to-support solution. LeGrandCRM is arguably Arguably the best QuickBooks CRM solution.
  • Commence RM. If your business is a larger small company, you might also want to consider Commence CRM. Very customizable with a refined user interface, this product is an option if your requirements are fairly unique. For bigger budgets.
  • C-suite Office. Designed for the Small-Medium Enterprise to help centralize information and give consistency across core business functions: Contact Management, Quoting and Inventory Management. The customers that will find the most value in C-suite Office tend to do a lot of quoting and love the speed and sizzle of our quotes. Typical vertical markets would be Equipment Dealers, A/V Dealers and Distributors, Telecom Dealers, Computer Shops and Manufacturing. Priced at $495/PC one time fee plus $150/PC annual software maintenance.

 

If your organization uses MS Outlook extensively, have a look at these Outlook based CRM solutions. There are one or two excellent Outlook CRM solutions.

If you find the CRM solutions suggested above too underpowered for you, try our SMB CRM software section: CRM Solutions for Small to Medium sized business.

Are you already familiar with any of these CRM applications? Why not place your comments here.. so others can learn from your experiences.

 

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Desktop CRM Solutions For MS Windows


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