Steven, if you are looking for the open source tools, then wordpress is 
excellent. In my view, having done it, it is better to get someone else to take 
care of the hosting etc and Glenn is the best guy to talk to in Perth on that.

Another option is business catalyst which you can get a free trial of (I resell 
this product so excuse the plug - but I do think it is very good) 
http://emergination.com.au/online

It does have a light CRM in it as well. So if someone fills in a form, it goes 
straight into the crm. You might find this one product does the trick.

For CRM i really like CapsuleCRM which is free for two users and can plug into 
google contacts. I use this for business development for a client.

Hope that helps

Best regards

Justin Davies


On 19/11/2011, at 1:07 PM, Steven Knowles wrote:

> Thanks Glenn.
> 
> What I'm not sure about is whether I have 'extensive' functional requirements 
> or not. I guess extensive isa relative term. I think so though, at least in 
> the longer term.
> 
> When you say 'hefty', do you mean as in terms of user friendliness? As in a 
> layman like me picking it up and running with it?
> 
> I suspect my understanding of CMS vs CRM is vague, and ideally what I need is 
> ask an unbiased somebody question 1 ... "This is what I need to do ... what 
> type of software do I need?", and then question 2 "This is the type of 
> software I need to engage .. what's on the market and what's my best 
> choice?". And then think about whether I can do the rest myself on a tight 
> time budget, or get a 3rd party involved who specialises in it. Finding 
> people who are (i) technically excellent in the space you need them and (ii) 
> trustworthy is a challenge in itself.
> 
> Will keep reading!
> 
> Cheers, Steven
> 
> On 19/11/2011, at 2:22 PM, Glenn Nicholas wrote:
> 
>> Steven,
>> 
>> There are a lot of options in this area. If you have extensive functional
>> requirements, then Sugar CRM might be good for you, but perhaps check out
>> cloud based services such as Highrise first, as Sugar CRM is a pretty hefty
>> tool.
>> 
>> You've mentioned CMS and CRM in the same sentence. If you are thinking of
>> integrating CRM with a CMS, this article looks at CRM from a WordPress
>> orientation: http://om4.com.au/client/wordpress-crm/
>> 
>> WordPress is an open source CMS. Very popular. 22 out of every 100 new
>> active domains in the US are launched using WordPress, and it now accounts
>> for over 55% of all websites that have a CMS.
>> 
>> Happy researching.
>> 
>> Glenn Nicholas
>> OM4 ::
>> 
>> 
>> On 19 November 2011 11:54, Steven Knowles <emai...@knowles.net.au> wrote:
>> 
>>> I need to make a decision on what software development route to go down,
>>> and leaning towards an open source CRM / CMS Mac compatible solution, with
>>> a big question mark over whether I even know what I'm talking about when I
>>> say that.
>>> 
>>> Sugar CRM has been mentioned, but I don't know whether such a beast will
>>> do all that I ultimately need it to do.
>>> 
>>> Is there anybody out there across this space, who wouldn't mind me calling
>>> them for a high level chat?
>>> 
>>> Cheers, Steven
> 
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