My apologies for not responding sooner, I’ve moved over to Oz so have been busy settling in.

CRM itself sounds like it could be too bulky for what you are looking for. So, the choices are probably going to be ACT!, something from Goldmine (although I know some Goldmine dealers who are converting to MS CRM) or maybe something that is custom built - the latter may give you some options where you can have something that suits you and you can pay for it over a certain time period (inc. maintenance, updates, modifications etc…).

Give the Office User Group (UK) (http://www.officeusergroup.com/) a nudge, I’m sure between them, they will have a few experts in the field of BCM and Office Accounting - they may even get your problem fixed so that you don’t have to dig deep into your pockets!

We installed Outlook with BCM in December along with Microsoft Accounting and have had nothing but trouble ever since. Microsoft only provides call back support which is very time consuming and inconvenient. We were looking for a product that would run our front end CRM and marketing programs and then interface with time and project management and be seamless with an accounting package for billing.

We have yet to get the two systems to talk to each other and it would seem that there is great potential for the whole system when it is working, but it seems fraught with bugs at this point.

We are not aware of too many people that have the whole package installed and workingin So. Cal. So if there is a usres group out there that could provide some help it would be great.

R

You are always passionate about what you talk about - never let anyone think anything else.

It’s why I’ve managed to grab you to present at our event next week!

S

http://www.msofficeaccounting.co.uk/

I would like to think I was passionate about BCM too - all my BCM posts can be found at http://uksbsguy.com/blogs/doverton/archive/tags/BCM/default.aspx

ttfn

David