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Re: RoadMap Question



On Jan 27, 2008 3:01 PM, William Hamilton <..hidden..> wrote:
> Joshua D. Drake wrote:
> > Chris Travers wrote:
> >
> >> Hmmmm......  I guess I would scale back that promise a little :-)
> >>
> >> Most of the time when people speak of CRM they mean:
> >>
> >> 1)  Contact management plus categorization
> >> 2)  Comment tracking
> >> 3)  Task tracking (i.e. sales opportunities, etc)
> >> 4)  Appointment Tracking
> >>
> >> 1.3 will do the first two quite well.  It will not do everything that
> >> people want from a "complete" CRM without some additional extensions to
> >> the database.  I am sure these will come in the form of add-ons later
> >> (any volunteers?) but they are not there now and there are no current
> >> pkans to add scheduling and task tracking to the financial core of the
> >> application.
> >
> > Well I can easily add the data structure for three and four.
> I like the idea of having the infrastructure there but preference would
> be on making the CRM facilities more open to integration with specilised
> CRMs which already exist than developing full suite from scratch and
> possibly diverting resources to this area from the critical accounting
> functionality.
>
> Saying that, yes I would use a CRM within the financial if it were there
> but also aware of some other great OSS and CSS CRMs available.
>
> here endeth my 2c
>
> cheers
>
>
> W
>

This sounds like it may work out better.  You have to indivudual
applications that can both be updated independently of each other.
There was an attempt at such a thing with webERP and Vtiger.  Actually
the company that accomplished this is selling it as a complete
package.  Vtiger has the quote, price list, orders, etc. sections
already there.  Maybe this may be an easier path.

Richard