Solved

Business Automation/CRM Software for Contractors/Plumbers etc? What is available out there?

Posted on 2010-08-26
5
616 Views
Last Modified: 2013-11-24
Good Morning.

A large Plumbing client of mine uses Wintac 2010 which is a piece of software that tracks customers, calls, trouble-tickets,  inventory, work schedules, property addresses, accounting. This software however, is made in ACCESS 2002 and the database gets corrupted on a monthly or quarterly basis which requires the Intac to repair the DB file and puts an end to productivity and halts the company.

 Backup will partially solve this issue but I'm looking for a SIMILAR product that can track all the above type of data but that's built on a more serious database platform such as SQL Server where the chance for corruption will be less.

Anyone know if Microsoft Dynamics can do most of this?

0
Comment
Question by:kajbjo
  • 3
5 Comments
 
LVL 29

Accepted Solution

by:
Feridun Kadir earned 500 total points
ID: 33534140
Microsoft Dynamics isn't a product but a brand name for a range of products.

The range includes Dynamics CRM, Dynamics GP, Dynamics NAV and Dynamics AX.

The CRM product will track customers, calls, trouble-tickets and other record types but it is not an accounting package.  The GP, NAV and AX products are accounting/ERP systems. Implementing these is not a small exercise.

You should speak to a local Dynamics partner for more detailed advise.
0
 

Author Comment

by:kajbjo
ID: 33535934
Yes I realise this. I think Microsoft Dynamics EP would do most of what I needed according to the chat I had with one of their business people. It's a pricey alternative.. but does anyone know a good slightly SMALLER alternative?

Thanks
0
 
LVL 11

Expert Comment

by:mildurait
ID: 33775301
Hi,

We have a product called next level (developed in-house) that is web-based and sits on an sql database.
It would track most of what your client is looking for, and what is not currently present could be added quickly.
Would be happy to discuss a licensing arrangement for your client.

Cheers
Mildura IT

0
 

Author Comment

by:kajbjo
ID: 33837860
Found a "Better solution" but not as over-powered as some of these for this small client. It's also specifically tailored for their type of business in mind already (without extra work).

It's called Acowin with the Acotruck addon. We'll probably be going with that for now.

Thanks for all the help.
0
 

Author Closing Comment

by:kajbjo
ID: 33837865
Found Acowin product that needs less tailoring for this type of business.
0

Featured Post

Is Your Active Directory as Secure as You Think?

More than 75% of all records are compromised because of the loss or theft of a privileged credential. Experts have been exploring Active Directory infrastructure to identify key threats and establish best practices for keeping data safe. Attend this month’s webinar to learn more.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

Title # Comments Views Activity
HasData 9 34
Auto Filter in Combo Box 7 29
Two list boxes - best structure 3 30
MS Access - update query inner join will not work with long text field 11 13
Automatically creating a Trello card using data from a Microsoft Dynamics CRM record turned out to be an easy project that yielded great results.  Here's how I did this for an internal team at General Code.
Exception Handling is in the core of any application that is able to dignify its name. In this article, I'll guide you through the process of writing a DRY (Don't Repeat Yourself) Exception Handling mechanism, using Aspect Oriented Programming.
In Microsoft Access, learn how to use Dlookup and other domain aggregate functions and one method of specifying a string value within a string. Specify the first argument, which is the expression to be returned: Specify the second argument, which …
Polish reports in Access so they look terrific. Take yourself to another level. Equations, Back Color, Alternate Back Color. Write easy VBA Code. Tighten space to use less pages. Launch report from a menu, considering criteria only when it is filled…

948 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

19 Experts available now in Live!

Get 1:1 Help Now