Real-time customer relationship management for the organization that's in your pocket.
Cell CRM is provided free by Hardcover Web Design. Financial support is through optional services.
Cell CRM is free software for customer relationship management dual licensed under the MIT or GNU General Public License, Version 2. There are no limits on the number of users, the amount of time the software can be used for free, etc.
To maximize the time available with your contacts, Cell CRM is optimized for speed. Most operations require a single click or tap, like to add or edit information and to dial a telephone number.
Cell CRM is quick to deploy, well documented and easy to learn. 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 HTML5 web application, upload Cell CRM to a web host. Then it's ready for immediate evaluation (a production installation should involve a couple extra steps for improved security). Cell CRM uses the SQLite database to eliminate the need for database setup and to provide for easy back up.
For maximum portability, Cell CRM runs under Linux and Windows web hosts with a common configuration, PHP version 5.3.7 or newer with two extensions, openssl and pdo_sqlite.
Outside of the administration area, Cell CRM has only one screen, a three-column layout optimized for display on half or less of an HD desktop monitor, a layout that also works on cell phones with high-resolution screens. All information for an organization is shown on the page.
Tap or click the blue buttons to run the application. Scheduled activities stand out in a different shade of blue.
For users authorized to export query results, once a query is selected, an Export button shows to the right of the number of records at the the top 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 number with the extension. In this way, pause codes 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 line is clicked or tapped, a call is recorded for the user and for the organization. In this way, when the desired person was not reached and no other information was gathered, a call and the call date can be recorded without adding an activity or note.
The # sign left of the log out button shows telephone call statistics for the logged in user for the last fifteen days. A similar report is in the administration area for all users.
Begin by selecting a query. Scheduled activities for the user is the default query. Other queries are available from the drop-down box. 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 bulk in the administration area, but any user can also add an organization one at a time.
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.
About half the organization and contact fields are intended for user definition. The the labels can be redefined for the fields A-I for organizations and fields J-R for contacts. 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 click or tap.
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.