Sugar a good solution for tracking sales?

[mattmc97]

Hello,

I am interested in tracking sales calls, leads, and quotes.

I am not sure if I need a CRM, or an ERP, or what?

Here is the things I would like (in order of importance):

1. Track Sales Phone Calls - Company Name, Contact Name, Last Time we talked to them, and When we should follow up.

2. Track Company Visit Sales Calls - Contact Name, Last time Visited, when to follow up.

3. Have a place under contact name, or company name for notes about customer or project

4. Ability to make a quote without a product (we sell custom products) - there are no part numbers.

5. Track a job from quote - finish.

I have looked at both Sugar and ...... in the past, but I have not looked at anything in the last 6 months. I need a way to quickly search and see if a potential customer has been contacted, if so when, and what the response was.

Thanks!

mattmc

[susiewilliams]

Those items you describe are classic functions of a CRM system. An ERP system manages more of the "back office" activities of your company, though it can encompass elements of a CRM system.
As for what Sugar can do, please check out the corporate website for an overiew of the features of each edition.