CRM for Creative Agencies...

Francis Vassallo
Marketing Consultant
Member Since:
15th Dec 2009
Telephone:
07795 255 237
Location:
Southwick
Posts:
44
Posted: 1st Jul 2011 - 17:04 Quote

 

Can anyone out there make a recommendation for an inexpensive CRM that might suit creative agencies?  

We've looked at lots of options, but they are either too salesy (Act, Sugar, Capsule) or purely project management (BaseCamp, Huddle etc.).  In an ideal world we would like the ability to manage customer prospects and live projects, along with client contact information all in one place without paying through the nose - is there such a system?

Any recommendations, especially from other creative agencies would be greatly appreciated!

Thanks,
Francis

View Profile Send Message Leave Testimonial Find Posts
 
Kara Spinks
Bartercard
Member Since:
21st Jun 2011
Telephone:
01753422961
Location:
Uxbridge
Posts:
75
Posted: 1st Jul 2011 - 17:08 Quote

Hiya,

they are a bartercard client if you are on board but even if not Abazander is a great company!

 

hope this helps.

 

have a great day!

 

Kara SPinks

 

KARA SPINKS
Sales Development Coordinater
Bartercard UK Ltd 
T.  0208 756 3150
F.  0845 051 8666
E.  Kara.Spinks@uk.bartercard.net


 
Registered Office: Lakeside House, 1 Furzeground Way, Stockley Park East, Uxbridge UB11 1BD  
T. +44 (0)845 219 7000 | F. +44 (0)845 051 8666 | www.bartercard.co.uk

KARA SPINKS
Sales Development Coordinater
Bartercard UK Ltd 
T.  01753422961 F.  0845 051 8666
E.  Kara.Spinks@uk.bartercard.net


 

 
Registered Office: Lakeside House, 1 Furzeground Way, Stockley Park East, Uxbridge UB11 1BD  
T. +44 (0)845 219 7000 | F. +44 (0)845 051 8666 | www.bartercard.co.uk

Company Registration No:4304392 VAT No: 674031156 Disclaimer: This message and any attachment contains privileged information. If you are not the intended recipient you must not disseminate, copy or take any action in reliance on it, and you are requested to delete this message from your system and notify Bartercard immediately. It is the addressee/recipient's duty to virus scan and otherwise test the information provided before loading onto any computer system. Bartercard does not warrant that the information is free of a virus or any other defect or error.

P Please consider the environment. Do you really need to print this email?

View Profile Send Message Leave Testimonial Find Posts
 
Mark Wilde
Pepperhed Creative
Member Since:
5th Apr 2011
Telephone:
01332 290010
Location:
Derby
Posts:
5

My Links:
Posted: 3rd Jul 2011 - 10:54 Quote
Quote:

 

Can anyone out there make a recommendation for an inexpensive CRM that might suit creative agencies?  

We've looked at lots of options, but they are either too salesy (Act, Sugar, Capsule) or purely project management (BaseCamp, Huddle etc.).  In an ideal world we would like the ability to manage customer prospects and live projects, along with client contact information all in one place without paying through the nose - is there such a system?

Any recommendations, especially from other creative agencies would be greatly appreciated!

Thanks,
Francis

 


Hi Francis

 

I have also been looking for a new system.One that has caught my eye is Streamtime and I think it will tick all the boxes that you mention. There are some nice features and you can download a free trial. I do particularly  like the idea of the reporting feature that is on here. Have a look, see what you think...

Cheers

 

 

View Profile Send Message Leave Testimonial Find Posts
 
Francis Vassallo
Marketing Consultant
Member Since:
15th Dec 2009
Telephone:
07795 255 237
Location:
Southwick
Posts:
44
Posted: 4th Jul 2011 - 09:48 Quote

Hi Mark,

GREAT call, this is EXACTLY what we've been looking for ... trial download time - have a great week!

Thanks,
Francis

View Profile Send Message Leave Testimonial Find Posts
 
Tim Maycock
roberston technologies
Member Since:
22nd Nov 2010
Telephone:
0845 838 1710
Location:
Teddington
Posts:
66

My Links:
Posted: 4th Jul 2011 - 11:16 Quote

Maybe look at Highrise from 37Signals, rather than Basecamp? There's a free plan, with no time limit, to try it out.

 

Tim Maycock                       robertson technologies heathrow                          "computer support in plain English"

 

Tim Maycock                             robertson technologies heathrow                          "intelligent computer support for intelligent businesses"

View Profile Send Message Leave Testimonial Find Posts TWEET ME @TimMaycock
 
Phillip Wright
MonkeyPuzzle Computers
Member Since:
27th Nov 2008
Telephone:
01460 53613
Location:
Ilminster
Posts:
159

My Links:
Posted: 4th Jul 2011 - 12:19 Quote

We use Brighpearl , Francis and find it excellent for a service-based company such as ourselves.

It includes CRM and Accounting, so it might not be exactly what you're after if you have the Accounting side already sorted. However there is also a 30-day trial http://www.brightpearl.com/?aid=36722 to help decide. (Just to be above board about it, that is a tagged reseller link - I genuinely think it's still worth a look).

All the best,

Phil

Phil Wright
MonkeyPuzzle Computers
Your IT is a business asset - make it an investment, not a cost.

 

View Profile Send Message Leave Testimonial Find Posts TWEET ME @monkeypuzzleit
 
Francis Vassallo
Marketing Consultant
Member Since:
15th Dec 2009
Telephone:
07795 255 237
Location:
Southwick
Posts:
44
Posted: 4th Jul 2011 - 14:47 Quote

Hi All,

Wow thanks for the uber helpful responses ... looks like we have some serious testing to get busy with!

Thanks again,
Francis

View Profile Send Message Leave Testimonial Find Posts
 
Michael Mertens
Mertens IT Consulting
Member Since:
28th Apr 2008
Telephone:
01395 548243
Location:
near Exeter
Posts:
3174

My Links:
Posted: 5th Jul 2011 - 00:37 Quote

CRM for (creative) agencies has many specific details which are typically not covered by most middle of the road CRM systems, including those which cover to some degree a service based business.

The project management in an agency is quite specific and different. Not comparable with retail and many other 'normal' cases. I suggest to look at the structure of the revenue streams in an agency to see what fits and what doesn't.

That's why Streamtime stands out from all the other recommendations given in this thread.

 

MERTENS CONSULTING - Proper IT CONSULTING and support in the West Country for small businesses on Apple Mac and other fine systems.
eMail  contact on request (too much spam otherwise)

"For the first time ever, I could actually understand what a computer guy was talking about and why it was relevant for my business." That's what I do. I speak your language. I'm not just selling stuff.

View Profile Send Message Leave Testimonial Find Posts TWEET ME @MacManDevon
 
Francis Vassallo
Marketing Consultant
Member Since:
15th Dec 2009
Telephone:
07795 255 237
Location:
Southwick
Posts:
44
Posted: 5th Jul 2011 - 10:10 Quote

Good Morning Michael,

A good point well made ... thanks for taking the time to post.

Kind regards,
Francis

View Profile Send Message Leave Testimonial Find Posts

To reply to this topic please sign in or register.

Business Networking