Hi Colin...
Re: branding...
Yes you can... I am the only administrator for our club, so I don't mind the copyright footer message, as it provides me a clickable link back to the Vibralogix site,if I need it. But, I did swap out the Dashboard logo with our own.
You can also white label Sitelok if you wish which is ideal if you are a web designer and use Sitelok on your clients sites. You are free to change all of the text including the visible copyright message in the control panel although you must leave any copyright messages within the code in place.
You can also change the logo images shown in the top left of the control panel.
Norm
Customer Relationship Manager (CRM)?
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DO YOU HAVE A QUESTION OR PROBLEM AND WANT QUICK HELP?
THEN PLEASE SHARE A "DEMO" PROJECT.
PLEASE READ THE FORUM RULES BEFORE YOU POST:
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MUST READ:
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Re: Customer Relationship Manager (CRM)?
Hi Norm,
That's excellent news - thank you!
That's excellent news - thank you!
Yours truly
Colin M
Western Australia
Colin M
Western Australia
Re: Customer Relationship Manager (CRM)?
Sorry the PG1 and PG2 were abbreviations for my customers; Political Group 1 and 2. The Newsletter script is the one from PHPJabbers. Easy to import an existing database. The other user is a full blown CRM system, suitecrm.com
onlye
Gluckstadt, MS USA
Gluckstadt, MS USA
Re: Customer Relationship Manager (CRM)?
Hey Onlye - Ah, good, I'm not going mad LOL. Had a look at suitecrm.com's website - Couldn't see any prices?
Yours truly
Colin M
Western Australia
Colin M
Western Australia
Re: Customer Relationship Manager (CRM)?
Colin...
I headed over to the suitecrm website, out of curiosity, since I have used (many years ago!) fairly comprehensive CRM packages. Yup.. just as I thought! It is an in-depth application, with many hours of learning involved, both for the installer/administrator and end user alike. But, that's okay too, if that's what it takes... so be it.
As far as pricing goes, they have both hosted packages, depending on number of users, plus the software is available to run on a client's own server. I went through the installation docs a bit, and came to the point where it appears to give you the option of 'registering' the software after installation, or not. I don't understand if the 'or not' option is forever, or if it times out after a 30-day trial, for instance. That would be worth investigating. Since I don't have a need for a full blown CRM system, I haven't taken the leap. You may be braver, though... )
In any case, you can peruse the installation docs here: https://docs.suitecrm.com/
Norm
I headed over to the suitecrm website, out of curiosity, since I have used (many years ago!) fairly comprehensive CRM packages. Yup.. just as I thought! It is an in-depth application, with many hours of learning involved, both for the installer/administrator and end user alike. But, that's okay too, if that's what it takes... so be it.
As far as pricing goes, they have both hosted packages, depending on number of users, plus the software is available to run on a client's own server. I went through the installation docs a bit, and came to the point where it appears to give you the option of 'registering' the software after installation, or not. I don't understand if the 'or not' option is forever, or if it times out after a 30-day trial, for instance. That would be worth investigating. Since I don't have a need for a full blown CRM system, I haven't taken the leap. You may be braver, though... )
In any case, you can peruse the installation docs here: https://docs.suitecrm.com/
Norm
Re: Customer Relationship Manager (CRM)?
Thanks again Norm - appreciate your continued input and heads up on those points.
There's a fine line between "brave" and "stupid" and "insane"
There's a fine line between "brave" and "stupid" and "insane"
Yours truly
Colin M
Western Australia
Colin M
Western Australia
Re: Customer Relationship Manager (CRM)?
suiteCRM is a fully open-source application. SalesAgility, the owner/sponsor, offers a hosted option or you can install it on your own server. There is no time out, trial, or license fee for your installation.MGD4me wrote: ↑Tue Apr 06, 2021 12:29 am Colin...
I headed over to the suitecrm website, out of curiosity, since I have used (many years ago!) fairly comprehensive CRM packages. Yup.. just as I thought! It is an in-depth application, with many hours of learning involved, both for the installer/administrator and end user alike. But, that's okay too, if that's what it takes... so be it.
As far as pricing goes, they have both hosted packages, depending on number of users, plus the software is available to run on a client's own server. I went through the installation docs a bit, and came to the point where it appears to give you the option of 'registering' the software after installation, or not. I don't understand if the 'or not' option is forever, or if it times out after a 30-day trial, for instance. That would be worth investigating. Since I don't have a need for a full blown CRM system, I haven't taken the leap. You may be braver, though... )
In any case, you can peruse the installation docs here: https://docs.suitecrm.com/
Norm
Right you are about fairly comprehensive. However, it is broken into modules (Accounts, Contacts, Contracts, Opportunities, Email-Templates, Email, Projects...) In the Admin Developer Tools, you can easily turn on and off what modules are seen. So you can have a "simple" version that uses Contacts, Email, and Campaigns-Marketing. The other modules are still there and you can turn them on down the road if the client needs them.
onlye
Gluckstadt, MS USA
Gluckstadt, MS USA
Re: Customer Relationship Manager (CRM)?
Thanks Onlye - You've both spent some time giving me valuable info - for that I thank you both very much.
Yours truly
Colin M
Western Australia
Colin M
Western Australia
Re: Customer Relationship Manager (CRM)?
You're more than welcome... the Invoice is in the mail.You've both spent some time giving me valuable info - for that I thank you both very much.
Re: Customer Relationship Manager (CRM)?
- I'll keep an eye for it Norm.
Yours truly
Colin M
Western Australia
Colin M
Western Australia