Software > IT projects > Citizens' initiative seeks simple CRM (with DMS functions)

Citizens' initiative seeks simple CRM (with DMS functions)

IT project from: citizens' initiative (Germany)Project no. 23/3035: finished
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Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

We are a citizens' initiative that wants to establish e-car sharing in our region. To support our work, we are looking for a simple CRM with DMS functions.

We have the following additional requirements for the software:

  • Contact management and classification (prospective customers, customers, supporters, etc.)
  • Management of emails, documents, and other correspondence
  • Email campaign organization, possibly only filter function and export of addresses
  • Cloud-based; suitable for use with Mac and Windows computers
  • Inexpensive

Two to three software workstations are required.

Based on the specific requirements, the following solutions can be considered:

TOPIX Financial Accounting
All-in-One
celanio CRM Lead Management
Customer Relationship Management
SmartWe
Customer Relationship Management
CURSOR-CRM
Customer Relationship Management
unitop NPO
Nonprofit Organizations
Odoo Enterprise
Project Management

Project statistics

Quantity
Researched solutions 28
Selected potentially relevant solutions (of which published) 14 (6)
Sent e-mails (questions, queries) and telephone calls 66
E-mails received from vendors 12
Direct responses to the IT project 1
Responses classified as relevant 5