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Assistance with CRM for a IT Consulting firm

Hi everyone.  We are a IT consulting firm and we are lacking in the area of customer contact information as far as technical information.  We have contact information for our accounting and operations department but we are needing something for our engineers.  A database of sorts that will carry the individual information of each client like client access, VPN connection information, IP addresses, DC info, etc...

We've tried Sharepoint and found it way too fat and cumbersome for our needs.  We are hoping for a cooked product at this point that we can host internally and will take little to no customization on our part to get up and running.  Any suggestions would be great and much appreciated.
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chrissalak
Asked:
chrissalak
4 Solutions
 
Joe Winograd, EE MVE 2015&2016DeveloperCommented:
You say that you want to host it internally, and for that, I suggest SugarCRM:
http://www.sugarcrm.com/

But if you're willing to consider the cloud, I suggest Zoho CRM:
http://www.zoho.com/crm/

Zoho CRM is very comparable in functionality to the cloud-based CRM leader, Salesforce, but it is much less expensive. Regards, Joe
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chrissalakAuthor Commented:
Thanks for the comment.  I'm not looking for a standard CRM really that's overkill.  We are looking for a client data repository for the most part that will carry client technical data.  I'm not sure a standard crm will be the answer.  Do you or know of any company that uses something like this?  I'm sorry I know I'm not being very clear explaining myself with this requirement.
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Frederic SuneCEO, IT in MIND inc.Commented:
Maybe Computer Repair Shop (CRS) Software  will do what you are looking for.
Computer Repair Shop (CRS) software
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Joe Winograd, EE MVE 2015&2016DeveloperCommented:
Chris,
Two thoughts: (1) If all you need is a data repository to house your clients' technical data, why not use just a plain old database (Access, SQL Server, Oracle, whatever)? (2) Yes, a full-blown CRM (such as Sugar and Zoho) is very robust with a lot functionality, but you don't have to use all of it. It can be used basically as a database with pre-defined fields (name, company, address, etc.) and it also (very easily!) allows creation of custom fields (VPN Connection, IP Addresses, etc.). Simply ignore the CRM features like pipeline reports, revenue forecasts, follow-up ticklers, etc. When not used, that stuff doesn't get in the way and something like Zoho is really very easy to use and will do exactly what you want. Regards, Joe
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chrissalakAuthor Commented:
I found these options which out of the box have what we are looking for.  Thanks for the suggestions.
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Joe Winograd, EE MVE 2015&2016DeveloperCommented:
Please post what you found so we all can learn from it. Thanks much, Joe
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Joe Winograd, EE MVE 2015&2016DeveloperCommented:
Thanks for the links. I never heard of either product, but both look interesting. Good luck on the project!
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DIIRECommented:
Another 2 good ones which are specifically designed for IT are:

http://www.labtechsoftware.com/remote-monitoring-management.php

www.autotask.com

Autotask is hosted though. It allows you to manage sites and contacts, add custom fields, create tickets, knowledge base articles, etc.

 Labtech allows you, have remote access to all pc's, and gives all the information a technician needs while on site, e.g. contact names and number, domain\user, ip address, s, etc.  Passwords and license information can also be entered and it will automatically get license information for installed software on pc's, notify of hardware changes, etc. It also has a ticketing system.
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