Hello Gang,
I wanted to add a few perspectives to this application CommitCRM with fresh eyes, as I have just become a new customer. While I have only been using this product for about 1 week I realize I might be a bit naive to the way things are done. I also believe in the #OYOS concept (own your own shit), and with that is the reason I purchased CommitCRM. However I wanted to get some second options as to what people are doing with these areas.
1. Email Connector. I have a love hate relationship to this feature, Every software PSA and Web Hosted application I have used all have an email connector for gathering support emails and responding. However with CommitCRM its kind of lack luster in that we still have to use outlook to send emails? I have been informed by support that I can log into the web-interface and send replies that way but not from the application itself. HMMM...
a. When you reply in the app-it should trigger a template and respond via the email connector.
b. When you complete a ticket, it should reply the same as above.
c. When writing an email, it should be keeping track of the time it took to write the email automatically as this can be billable time as well.
2. Web Portal users. Why must I duplicate the user data if we already have this data in the client account listed as employees? Simply enable a check box "Enable Web Portal" Set a password, and select permissions.
3. Contracts, Where is the recurring? I dont want to have to remember to copy a contract every month to create a new contract to be billed that month.. I should be able to define the contract amount, and hours it includes, and the duration of the contract for billing. The system should automatically roll-over the contract every month.
4. Buttons on the side (Live Data Items) cannot be clicked? (Reminds me of the monologue in Devils advocate where Al Patchino, talks about Gods sick seance of humor, "You can look but you cannot touch, you can touch but you cannot eat"
5. No Sync with Google, Icloud or other online contact/calendar/task services?
6. Where is the Web Portal ability for Office Managers to add employees?
Now although these are some of the things I am noticing, I do appreciate the API back-end you have. What are people doing about building web-hooks?
Overall the app is nice, especially for the price but seems some things need to be polished. Im a little amazed that for a 12 year old application some of these items are feeling a little half-thought-out and does not seem like a very hard thing to polish.
Thanks guys for your understanding and points of view. I am open to doing things differently, what are others doing about these items?
I wanted to add a few perspectives to this application CommitCRM with fresh eyes, as I have just become a new customer. While I have only been using this product for about 1 week I realize I might be a bit naive to the way things are done. I also believe in the #OYOS concept (own your own shit), and with that is the reason I purchased CommitCRM. However I wanted to get some second options as to what people are doing with these areas.
1. Email Connector. I have a love hate relationship to this feature, Every software PSA and Web Hosted application I have used all have an email connector for gathering support emails and responding. However with CommitCRM its kind of lack luster in that we still have to use outlook to send emails? I have been informed by support that I can log into the web-interface and send replies that way but not from the application itself. HMMM...
a. When you reply in the app-it should trigger a template and respond via the email connector.
b. When you complete a ticket, it should reply the same as above.
c. When writing an email, it should be keeping track of the time it took to write the email automatically as this can be billable time as well.
2. Web Portal users. Why must I duplicate the user data if we already have this data in the client account listed as employees? Simply enable a check box "Enable Web Portal" Set a password, and select permissions.
3. Contracts, Where is the recurring? I dont want to have to remember to copy a contract every month to create a new contract to be billed that month.. I should be able to define the contract amount, and hours it includes, and the duration of the contract for billing. The system should automatically roll-over the contract every month.
4. Buttons on the side (Live Data Items) cannot be clicked? (Reminds me of the monologue in Devils advocate where Al Patchino, talks about Gods sick seance of humor, "You can look but you cannot touch, you can touch but you cannot eat"
5. No Sync with Google, Icloud or other online contact/calendar/task services?
6. Where is the Web Portal ability for Office Managers to add employees?
Now although these are some of the things I am noticing, I do appreciate the API back-end you have. What are people doing about building web-hooks?
Overall the app is nice, especially for the price but seems some things need to be polished. Im a little amazed that for a 12 year old application some of these items are feeling a little half-thought-out and does not seem like a very hard thing to polish.
Thanks guys for your understanding and points of view. I am open to doing things differently, what are others doing about these items?
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