Is there a simple CRM I can self host that is not overly complicated?
reddit / selfhosted

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letopeto · 2023-12-30 07:44

I installed Monica CRM and EspoCRM and they don't really accomplish
what I'm looking for.

Really all I want in a CRM is:

1) the ability to create profiles for each client

2) enter calls or notes for each business (and the notes show a date)
- for example, let's say I had a call with a prospective client on
12/15/2023, then when I write a note about the call I can submit it
and it saves it along with the date. I want to be able to view it
quickly so when I pull up the client profile page, it lists all the
notes in chronological order kind of like a instagram feed or
something.

3) Put in reminders about any follow ups I need to do - and the CRM
reminds me by email or by calendar entry.

Anything that does this? the closest I got to it was EspoCRM, but it
is a bit bulky and complicated for what is essentially a profile +
note taking application I'm looking for.

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housepanther2000 · 2023-12-30 08:16

That's going to be hard to find. Maybe try looking at SuiteCRM?

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lilolalu · 2023-12-30 09:40

We use zammad for our non tech related mini company.
https://zammad.com/

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wb15858 · 2023-12-30 16:18

DejaOffice will do this on a Windows PC.  Also has integrated phone
apps.  Particularly the Time/Dated call notes

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aaronryder773 · 2023-12-30 21:15

ERPNext?

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grumpy_me · 2023-12-30 21:42

Do you need a dedicated CRM or can you just use notion or a self
hosted notion clone?

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wit2008 · 2023-12-30 23:57

MonicaCRM

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letopeto · 2023-12-31 00:02

What’s a good self hosted notion clone? Logseq? How would I make a CRM
thing out of that?