Rich,<div>I recently walked the tedious and time consuming "we need to find a CRM / Salesforce Automation tool!" and did a bunch of research. We needed a straightforward salesforce automation tool to help manage leads, deals, customer data, track communications, deadlines, estimate contract amounts, etc and I fell upon PipeLine Deals CRM. It's a fully web based CRM targeted towards sales and is only $15 a month per employee using it. Its interface is beautiful, fast, and easy to understand. The biggest issue I had was all of the clutter and unnecessary things other CRMs introduced. I highly recommend you give PipeLine deals a try if you're willing to bypass the open-source solution for this use case. They also have an iPhone interface, which I use almost every day for my company. I recommend you check it out: <a href="http://www.pipelinedeals.com/">http://www.pipelinedeals.com/</a>. They have a free 30-day demo. Use it to import your leads and familiarize yourself with the beautiful AJAX driven interface. It's extremely straightforward and simple.</div>
<div><br></div><div>I wish you the best of luck on this journey. There are, literally, hundreds (if not thousands) of software solutions that claim to be a CRM. The issue is, CRM is such a loose term that they are all really different and are tailored to different purposes. The ones that claim can do it all are incredibly bloated. I simply needed a tool just for sales right now and PipeLine Deals was the right choice.</div>
<div><br></div><div>Take care!</div><div><p style="margin: 0.0px 0.0px 0.0px 0.0px; font: 13.0px Arial; min-height: 15.0px"><br></p>
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On Tue, Feb 3, 2009 at 7:59 PM, Rich Shepard <span dir="ltr"><<a href="mailto:rshepard@appl-ecosys.com">rshepard@appl-ecosys.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex;">
I really need a CRM/Sales Tracking application for my business. TinyERP<br>
looks like it will do, but I'm having difficulties with it and the mail list<br>
is completely non-responsive. (I tried a Microsoft-centric, web-based/flash<br>
required one called SnapCRM, but it also has big issues I cannot resolve.)<br>
<br>
Anyway since TinyERP is a Python app I should be able to dig through it<br>
and fix what's not working. But, I need to see the program flow to find the<br>
right spot to fix. The current problem is connecting to the created<br>
database. I log in as a user and try to open the terp database, but get a<br>
message that there was a connection error. The UI/postgres middleware is<br>
psycopg, a library with which I am unfamiliar.<br>
<br>
Is there a python development tool similar to ctags that will allow me to<br>
trace where the db connection problem is located? Is anyone here interested<br>
and willing to work with me on resolving this issue -- and any others that<br>
come up once I am able to get in to the db?<br>
<br>
Thanks,<br>
<br>
Rich<br><font color="#888888">
<br>
-- <br>
Richard B. Shepard, Ph.D. | Integrity Credibility<br>
Applied Ecosystem Services, Inc. | Innovation<br>
<<a href="http://www.appl-ecosys.com" target="_blank">http://www.appl-ecosys.com</a>> Voice: 503-667-4517 Fax: 503-667-8863<br>
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