CRM with no "monthly" subscription

Ted Penner
Ted Penner used Ask the Experts™
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I need an online CRM with no "monthly" subscription.

I have contacts in Google in Facebook, Instagram, etc.

How do I link them together so that I can view, manage, sort, and filter them from a single tool?
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David FavorFractional CTO
Distinguished Expert 2018

Commented:
Searching for - open source crm - returns 63M results, so you have 2x general choices.

1) You either pay for an online CRM system.

2) You setup your own Open Source version.

Any "Free CRM" you find advertised, likely you best avoid.

Nothing is "Free", so all your contact/order information will likely be at risk to be sold + resold to anyone making any offer to buy your data, if you use a "Free CRM".
Ted PennerSoftware Engineer

Author

Commented:
You make a really good point about both open source self-hosted and about data being sold. I have a WordPress site at tedpenner.com.

If I wanted to host it there, what might be the best option and why?
Olivier MARCHETTACitrix Support and Infrastructure Engineer

Commented:
A friend of mine is using Odoo CRM community edition that you can host yourself:

https://www.odoo.com

Might be interesting to check. You can host it on Windows Server or Linux.
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Ted PennerSoftware Engineer

Author

Commented:
Interesting!  I will check out odoo.

Outlook.microsoft.com also appears to be an option but only accepts a data import from Google Contacts among other things but what I really need is something that will stay in-synch with Google, Facebook, Linked-In, and others without having to do it manually.
Scott FellDeveloper & EE Moderator
Fellow 2018
Most Valuable Expert 2013

Commented:
Ted, this really depends on what you want to do. I have looked at odoo in the past even when it was called OpenERP. Lot of nice features and add ons but it does add up as does zoho https://www.zoho.com/crm/zohocrm-pricing.html.

I have been trying out hubspot https://www.hubspot.com/products/crm, https://app.hubspot.com/pricing/6257804/crm and integrating on a website and for something basic it works nicely. There is not a native way to automatically integrate from multiple sources. There is an import feature you can use.  There is an alternative to roll your own integration with the api https://developers.hubspot.com/docs/methods/contacts/contacts-overview and interact with the api for google, facebook etc. There are some integrations that looks like you can integrate once you are up an running https://www.youtube.com/watch?time_continue=8&v=gqY9nWNE16w though I have not tried it out.  Using hubspot on the site, it automatically detects if a lead comes in via a form I already had on the site (no additional coding required) or via the chat feature.  If your goal is marketing, this is worth checking out.

If you just want something simple, than I would just import everything to a special contacts folder in outlook.
Ted PennerSoftware Engineer

Author

Commented:
I have a call scheduled with Odoo.  I'm basically trying to get the data to stay synchronized and searchable from multiple sources (FB, and Google).
David FavorFractional CTO
Distinguished Expert 2018

Commented:
You make a really good point about both open source self-hosted and about data being sold. I have a WordPress site at tedpenner.com.

If I wanted to host it there, what might be the best option and why?

To host any code like this, your hosting might support this + might not.

Generally you'll follow the installation instructions, which will likely consist of...

1) Creating a database.

2) Moving code files (likely PHP) into place.

3) Arranging to access #1 + #2 via HTTPS.

Tip: Setup a separate host, for example, https://crm.tedpenner.com because you'll save yourself massive time + money by keeping your WordPress + CRM installs in completely separate directory hierarchies.

4) Then follow usage + integration instructions for CRM you choose.
David FavorFractional CTO
Distinguished Expert 2018

Commented:
Tip: In most cases this type of setup, to me, is much easier if you have root ssh access for setups.

This means you'll have either a dedicated machine or VM or LXD container (or other container), with root access.
Nichole LaRueMarketing Operations Manager

Commented:
Most CRM's are not monthly. It's a yearly contract. Usually you pay based on how many contacts you are putting into the system.

Hubspot is an option as a free CRM. You do not need to use their marketing automation to be able to use their CRM.

You can go up to 1,000,000 contacts with their basic free service.
Ted PennerSoftware Engineer

Author

Commented:
Does hotspot allow you to use Facebook and Google contacts.
Scott FellDeveloper & EE Moderator
Fellow 2018
Most Valuable Expert 2013

Commented:
Hubspot is about tracking leadsources. I am not sure how to sync previous contacts, but there is a way for new leads https://knowledge.hubspot.com/articles/kcs_article/ads/manage-facebook-pages-syncing-leads-to-hubspot


I have a client that used gsyncit to sync outlook desktop app with google and they relied on it https://fieldstonsoftware.com/software/gsyncit5/.

I think what you may end up having to do is put pieces of a puzzle together.  With Zapier for instance, you can sync facebook contacts with google contacts https://zapier.com/app-directory/facebook-pages/integrations/google-contacts. And you can use the gsyncit to sync google with the outlook app. There are other zaps as well https://zapier.com/blog/consolidate-contacts-one-list/

In a pinch, you can just use your google contacts as a crm if all you want to do is filter and sort.  Filtering with Google contacts will be a little creative though. It would be nice if they  have labels for contacts like they do mail. However, they do have a notes section. In the notes you can create your own tags like tag_xxx or tag_yyyy.  Once you do that, in google contacts you can search for "tag_" or "tag_xxx" or "xxx".  The first search will bring up anybody you tagged. The second and third search will bring up anybody with an "xxx" or "tag_xxx" in the comments. It is a bit crude but it works and it is free and probably a lot easier to manage than other systems.

Hubspot will be good if you really want to track incoming lead sources and follow up with them, assign leads and in the future add their other features. I use it only for tracking incoming leads from a website from either a form or the chat and being able to assign or follow up. There are only a small handful each day so it is easy to manage.
Software Engineer
Commented:
I am looking to harvest what I have to some degree and it is in Google. They do have labels and so that has been helpful. Using just one list is the goal so I think I am sticking with Google despite the fact that they won't show you all the contact fields in a table view. The labels help make certain contacts available for specific purposes so that's great. You can have more than one label per contact also. It's a great start!

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