Customer relationship management for the entire organization from a central database even when mobile.
Cell CRM is provided free by Hardcover Web Design. Financial support is through advertising on this site. The Cell CRM application contains no ads.
Cell CRM is free software for customer relationship management dual licensed under the MIT or GNU General Public License, Version 2.
Cell CRM is not fussy but runs from any networked device with a web browser, for example, cell phones that are not smartphones.
Cell CRM is quick to deploy, well documented and easy to learn.
Optimized for speed, most operations require one click, like adding and editing information and dialing telephone numbers. With Cell CRM, your time is spent on the phone and getting out e-mail and mail to your contacts.
There are no limits built into Cell CRM for the number of users, organizations, contacts, etc. To assist with evaluation, Cell CRM comes configured for a single user, Robinson Crusoe, so the tester can begin informing a decision right away.
An AJAX web 2.0 application, upload Cell CRM to a Linux web host, the most popular type of web server. Then it's ready for immediate use. Cell CRM uses the SQLite database to eliminate database administration and to provide for easy back up.
The full version uses a three-column layout optimized for display on the right or left half of a HD monitor, 960 pixels width. The full version will expand to the full screen width and compress down to less than 800 pixels wide to fit any desktop, laptop or netbook. The Cell CRM logo is omitted to give information priority for the screen space.
For users authorized to export query results, once a query is selected an Export button shows to the right of the number of records on the first line of the screen. Information exports in a CSV format for spreadsheet programs. From there the information can be used for e-mail and snail-mail campaigns.
When a telephone number has no extension, there are two links for the number, one with and one without the international country code. When a phone number has an extension, two additional links show the same plus the extension. In this way pause codes, common on cell phones, are supported while giving the user the option to not use them.
The last line of the selected organization section shows the date of the last call and the total number of calls to the organization. Each time the mouse passes over a telephone number, the call is recorded for the logged in user and for the organization. When a browser plugin like Skype controls the main telephone link, the call can still be recorded by moving the mouse over another phone number link. The # sign left of the log out button will show telephone call statistics for the logged in user for the last fifteen days. A similar report is in the administration area for all users.
In all versions, the first thing to do after log in is to select a query from the drop-down list and click the select button. At the top of the drop-down list is the query, scheduled activities for the logged in user, in this case Rob Crusoe. Each query set up in the administration area has three queries, 1) alphabetical by organization, 2) by scheduled date, and 3) organizations without scheduled activities. After selecting a query, click on an organization to retrieve the organization's information, Acme Corporation in the example shown above.
Most organizations will likely be imported in the administration area. Users can also add organizations.
The organization search button searches within the selected query by the first part of the organization name, address or telephone number. Users may not search all records unless authorized to do so by being set up with a query for all organizations.
With speed in mind, all information for an organization is shown on the one page. In lieu of a menu, a single click on any blue area opens a dialog box for adding, editing or deleting information. There are many more dialog boxes than the examples shown here.
About half the organization and contact fields are intended for user definition. The first three user-definable fields for organizations — A, B and C — can be set up for auto completion in the administration area to provide a list of verified entries. In order to schedule things like machinery service, notes and activities can be added for organizations as well as for contacts. The dialog boxes close with the Enter key, Esc key and with a mouse click.
Telephone numbers are entered like on cell phones with the exception of the country code having its own field. The pause code is entered between the number and the extension. The pause code is often the letter, p, or a comma. Not all cell phones and dialing software support pause codes. For that reason links with and without extensions are provided.
Notes and activities record who added or last updated them. In the example shown, Rob Crusoe is the logged in user. Any notes or activities Rob adds or edits will show his name after, By. Scheduled activities are also scheduled, For, someone. Users can schedule activities for anyone in their user group. In the example below the only other person in Robinson Crusoe's user group is Friday.
The view versions use a single-column format appropriate to small screens. Which version, full or view, is selected at log in. The same log in page is used to reach the administration area. The log in screen is shown here on a conventional cell phone screen, 240 pixels wide.
There are two view versions, both designed with consideration of the bandwidth and screen size limits of cell phones. As with the full version, the first screen after log in contains the query selector.
The first view, view contacts, lists the organizations with contact information. View contacts is for when only the contact information is needed. In consideration of cell phone network speed, the query is set to time out before completing for queries with several thousand organizations.
The second view version, view all, initially returns only the organization names. For that reason, view all is not likely to time out even when there is a large number of organizations. There is only one organization in the example shown.
When an organization is selected, then all the information for the organization is shown.
Unlike view contacts, view all requires an additional step after choosing a query to view information beyond the organization name.