Anyone got any thoughts on CRMs / case notes systems

Technology
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Hi all :wave:

Does anyone have any experience of commissioning, developing or running a CRM or case notes system? (Ideally in a case notes capacity rather than a CRM for tracking business leads)

We’re running a Design Sprint to devise a new one for a social impact project/client, and want to hear from some people with experience of these kind of tools and projects. It can be in any capacity (e.g. end user, project manager, designer/developer… anything really).

If you’ve got anything to say about ways forward/mistakes to avoid or how to make a good system, your input would be hugely appreciated!

(It’s on this Thursday morning and there’s a renumeration too :wink: )

Thanks in advance! :raised_hands:
Richard

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I know @naomi was working on one at some point.

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I don’t think she is any more, the site for it no longer exists, this is the thread about it:

1 Like
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This is a topic near and dear to my heart.

A few years ago I did a bechmark of many online systems for case management.

I made this comparative video:

It’s in spanish … but I can re-record it and expand it if you are really interested.

I’m happy to video chat too.

2 Likes
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Hi @elviejo I’m so sorry I missed your video! Thanks so much for your reply!

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i built a crm daemon i haven’t released yet, keep an eye out for prospectd. it scrapes businesses based on criteria provided, then scrapes the web for more data, then builds a profile for interaction, i also built an mcp that ties into it for my ai to be able to use for contact, dont worry im being upfront about it being an ai, but that allows the ai to reach out, handle business, close deals and then i get an email when money is waiting.

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We’ve got ourselves a spammer here. I’m just being upfront about your grifter vibes.

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or you have someone with mental handicaps who built a tool that handles the communications they can’t.