Contact management

shaunwingin
shaunwingin used Ask the Experts™
on
Say, storing contacts and getting access to them, I find, has been an on-going issue. I am looking for a cloud-based software with good management of contact (name, surname, contact numbers, addresses etc). It's important that we can access the database via an ODBC link or direct link from within Microsoft Access. Kindly suggest Open Source and Paid for options. It's also important that Custom contact fields  can be created. A Good To Have, would be a history of changes to the contact, eg. if address changes or phone numbers change, that the history is kept, thanks, Shaun.
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Author

Commented:
Any alternate suggestions please?
MikeIT Manager

Commented:
What dont you like about Dynamics?
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Author

Commented:
It's important that we can access the database via an ODBC link or direct link from within Microsoft Access. Kindly suggest Open Source and Paid for options.
Jian An LimSolutions Architect
Top Expert 2016

Commented:
depends on what you want to do with it

for example sales force has contact management  https://www.salesforce.com/au/form/semfy17/sales_accounts_contacts.jsp
or you can try https://www.bitrix24.com/uses/free-online-contact-management.php


again, there are too many of them, and you just need to the one you like

Author

Commented:
Please ensure that suggestion complies with below request as cannot see this in the above as yet:
Say, storing contacts and getting access to them, I find, has been an on-going issue. I am looking for a cloud-based software with good management of contact (name, surname, contact numbers, addresses etc). It's important that we can access the database via an ODBC link or direct link from within Microsoft Access. Kindly suggest Open Source and Paid for options. It's also important that Custom contact fields  can be created. A Good To Have, would be a history of changes to the contact, eg. if address changes or phone numbers change, that the history is kept, thanks, Shaun.
Jian An LimSolutions Architect
Top Expert 2016
Commented:

Author

Commented:
Tx - this is a great answer. Cost of product is too high for us... Any lower cost or open source options please?
GMGeniusSoftware Development Manager/Developer
Commented:
GoldMine CRM
Not completely cloud based but has got one at additional cost. is on premise

Cost : per user + SQL database license but will work on SQL Express

Dolibar
https://www.dolibarr.org/
Cost : Free Open source

SugarCRM
Cheap hosting option
http://www.sugarcrm.com/

Author

Commented:
Tx. Please comment as per Jian An Lim
Mike LazarusAct! Evangelist - CRM Consultant
Commented:
You can also do all of that with Act! - www.act.com 
Might be a bit less expensive than some other options.
GMGeniusSoftware Development Manager/Developer
Commented:
GoldMine fits your needs perfectly, sorry I forgot to provide a link

http://www.goldmine.com/

This has the ability to have custom fields, contacts , history (including field level change logging (requires configuring to achieve)

Author

Commented:
Does it allow ODBC access?
PS I'm really looking for something low cost or open source with the above requirements - and other suggestions? We don't need anything fancy - its really just to store our contacts.
Mike LazarusAct! Evangelist - CRM Consultant

Commented:
Act! does allow ODBC access.
Instructions listed here: http://kb.act.com/app/answers/detail/a_id/22989

Author

Commented:
Tx any other suggestions
PS We are a non profit - any software tailored for a non profit?
Software Development Manager/Developer
Commented:
If you want free with customization, ODBC access then I suggest Dolibar as per my original post

Dolibar
https://www.dolibarr.org/

Its open source, it uses mySQL for the database which has its own ODBC drivers, its PHP based and has lots of options.

I started looking at this for another client a month ago and was pleasantly surprised with it.

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