Thanks Justin.

I have to listen to you because it was you who originally suggested Saasu for 
an accounting solution, which I do now use and am reasonably happy with it.

I think my needs probably go beyond the business catalyst you refer to, at 
least based on what I can read about it, but the Software Selection & 
Implementation service could be of interest. Should I just fill in the Contact 
Us form?

Checked out CapsuleCRM, thank you ... leaning towards open source if CRM is 
indeed what I need.
 
Cheers, Steven

On 19/11/2011, at 3:46 PM, Justin Davies wrote:

> 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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