Ask HN: What CRM/Single Customer View system do you use?

#1

Post by tomardern » Thu, Sep 11, 2014, 7:47 AM UTC

I'm looking for a CRM system in which we can add product-level data to a customer. (Most of the ones we have seen are only at 'deal' level).

Ideally the CRM would:- - Have an REST API - Advanced ways to query our customer data - Have Automation tasks

So far, SalesForce is the only SaaS which provides the above. Any recommendations?

Re: Ask HN: What CRM/Single Customer View system do you use?

#2

Post by davismwfl » Thu, Sep 11, 2014, 2:07 PM UTC

We are launching a new CRM product (technically already available in a limited release), that really came about because we have a nice Marketing Automation system but realized that we really had to offer a simple CRM to help on-board small businesses. We have custom fields that are easy to add which can be attached to almost any entity, but I am interested in understanding your product-level use case more. We have talked about adding product type data for ecommerce clients so tracking could be easier, versus having purchase history in attached pdf invoices or in the notes. So I am game to learn.

We also offer an API that is in beta right now, but it is a REST API that allows you to add, export, query and update your own records.

I didn't see your email in your profile but mine is available in my profile, feel free to reach out and we can talk if you would like.

Re: Ask HN: What CRM/Single Customer View system do you use?

#3

Post by iurisilvio » Thu, Sep 11, 2014, 4:31 PM UTC

I know Pipedrive allow you customize your product (and people, deal, organization) fields.

I'm a Pipedrive user.

Re: Ask HN: What CRM/Single Customer View system do you use?

#4

Post by mnort9 » Fri, Sep 12, 2014, 1:11 PM UTC

Check out Customer.io and Trak.io.

Re: Ask HN: What CRM/Single Customer View system do you use?

#5

Post by tomardern » Tue, Sep 16, 2014, 12:03 PM UTC

davismwfl wrote: post #2

We are launching a new CRM product (technically already available in a limited release), that really came about because we have a nice Marketing Automation system but realized that we really had to offer a simple CRM to help on-board small businesses. We have custom fields that are easy to add which can be attached to almost any entity, but I am interested in understanding your product-level use case more. We have ta…

Emailed!

Re: Ask HN: What CRM/Single Customer View system do you use?

#6

Post by tomardern » Tue, Sep 16, 2014, 12:05 PM UTC

mnort9 wrote: post #4

Check out Customer.io and Trak.io.

Thanks for the suggestions both look very similar to MailChimp.