#crm

waynerad@diasp.org

A startup called Attio claims to be using AI to reinvent customer relationship management (CRM) software.

"CRM needs a ground-up reimagining. This vision drove us to found Attio and it's why we spent three years building such a strong foundation before our launch last year."

"This funding will vastly accelerate our vision of CRM in the AI era, which is built on three pillars:"

"A system of record: Our powerful, AI-native data model is designed as the modern system of record. It can match any business or data model with custom objects, and it stores information with rich, structured metadata. It's incredibly fast, handling massive workloads with millions of records at sub-50ms latency. We spent four years painstakingly building this foundation."

"A system of context: Attio will automatically ingest and understand all of your data -- structured and unstructured -- capturing the details of every video call, meeting, email, document, and even data from the web. It will present this information in a way that is always relevant and useful to you."

"A system of action: A comprehensive platform where you can architect and drive your entire GTM strategy, leveraging proactive AI agents to anticipate needs, automate complex tasks, and initiate processes across your whole stack without manual effort."

Attio raises $33 million in funding | Attio

#solidstatelife #ai #startups #crm

danie10@squeet.me

CiviCRM is a powerful, web-based constituent relationship management (CRM) system built by and for nonprofit organizations and NGO’s

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As of 2019, over 11,000 non-profits use CiviCRM. CiviCRM currently manages over 303,000,000 contacts, 265,000,000 donations, and 42,000,000 event registrations. CiviCRM allows organisations to record and manage all this information about the various people and organizations they interact with. CiviCRM is more than just an address book, it is a flexible platform that allows users to manage a range of interactions including donations, events, memberships, activities, cases, campaigns, mailings and more, all located in a single system that integrates tightly with popular open source content management systems (CMS).

CiviCRM focuses on the needs of non-profits, NGO’s and civic sector organizations, empowering communications, community engagement, activism, outreach, donor management, and much more.

CiviCRM is Free/Open Source software, which means there are no license costs or user fees associated with downloading, installing, or using the software. Being Free/Open Source also ensures that you have the freedom to view and modify the source code and to distribute copies of the original source to any person or organization.
CiviCRM is web-based, which means it can be accessed by many users at the same time from different locations. It has been developed with the international community in mind, and translations and multi-language options are supported. CiviCRM integrates with Backdrop, Drupal, Joomla and WordPress. Integration with a CMS opens up a lot of useful possibilities. Visitors to your website can carry out many activities on their own, such as renewing their membership, signing up for events, requesting email updates, and donating money and you can share parts of your CRM data, for example event information, with visitors to your website.

See https://civicrm.org/

#technology #opensource #NGO #CRM #nonprofit
#Blog, ##crm, ##ngo, ##nonprofit, ##opensource, ##technology

danie10@squeet.me

Try Dolibarr, an open source customer relationship management platform

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Whether you run a retail store, restaurant, pub, supermarket, gym, or any other business, you need a reliable way to keep in touch with your customers. After all, they’re customers because they like what you do, and, if they’ve shared their contact information with you, they want to hear more about what you have to offer. Sending them discount coupons, promotions, and special offers benefits your customers and helps ensure they remember your brand and come back to do business with you again.

It is an open source enterprise resource planning (ERP) and customer relationship management (CRM) software. Dolibarr provides a whole range of ERP features, including point-of-sale (POS), invoicing, stock and inventory management, sales orders, purchase orders, and human resources management. This article focuses on Dolibarr’s CRM features, which help you maintain a database of your customers and connect with them to send promotions and offers.

See https://opensource.com/article/21/7/open-source-dolibarr

#technology #opensource #CRM #customers #emailcampaign
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#Blog, #alternatives_to, #CRM, #FOSS, #free, #linux, #open_source, #self_hosting, #software, #technology #alternatives to #open source #self hosting

danie10@squeet.me

Chatwoot is an open source customer relationship platform for ticket management across various channels

Chatwoot is an open source alternative to Intercom, Zendesk, Salesforce Service Cloud, and other proprietary communications platforms.
Chatwoot supports a wide range of platforms as messaging Channels (including website widgets, Facebook, Twitter, WhatsApp, email, and others). Integration Webhooks allows you to integrate Chatwoot into external systems so that it can send out relevant information.

Chatwoot has an integrated dashboard that gives a birds-eye view of the most important metrics, like total messages, response times, resolution times, etc.

See Try Chatwoot, an open source customer relationship platform

#technology #opensource #CRM #ticketmanagement #Chatwood

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Chatwoot is an open source customer relationship platform built with Ruby and Vue.js. It was written from scratch to allow customer-relations teams to build end-to-end platforms for ticket management and support. This article looks at Chatwoot’s architecture, installation, and key features. Chatwoot’s architecture Chatwoot requires the following components to function properly:

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#Blog, #rss- - - - - -

https://gadgeteer.co.za/chatwoot-is-an-open-source-customer-relationship-platform-for-ticket-management-across-various-channels/

danie10@squeet.me

How to Install Free and Open-Source Odoo 15 (an open-source and all-in-one ERP and CRM business application) on Ubuntu 20.04

Odoo, formerly known as OpenERP, is designed for businesses and individuals who want to manage their customers, invoices, orders, products, inventories, sales, projects and more. It is written in the Python programming language and used by thousands of businesses worldwide to manage their CRM and ERP processes. It also provides human resources and accounting add-ons to manage the business employees and finances.

See How to Install Odoo 15 on Ubuntu 20.04

#technology #opensource #ERP #CRM #Odoo

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Would you like to learn how to install Odoo 15 on Ubuntu 20.04? Read on and find out from our in-depth tutorial.


https://gadgeteer.co.za/how-install-free-and-open-source-odoo-15-open-source-and-all-one-erp-and-crm-business-application