CRM Needed with Outlook & Exchange 2007 Integration

[drjones]

I have a client who is looking for a pretty basic CRM that integrates with their Outlook and on-premise exchange 2007.

They simply want to be able to have several people track what was the last communication with a particular client; to view the last sent email.

But it needs to be automatic, where it automatically groups / saves emails sent to a particular person or domain.

I know their exchange is old, but it runs perfectly & in order to get them onto a newer version, we'd have to upgrade their entire box as they're on SBS 2008....

What is out there?

Thanks!

 

[drjones]

Anyone?

 

[seedubya]

There used to be one called SalesOutlook or OutlookSales that integrated with Outlook and Exchange but I only ever had one client that used it and they've since gone belly up! I've no idea of the cost. They did love it though and I never had any hassle from a support POV

 

[acscva]

If they are looking at a hosted solution I would look at Nimble CRM. http://www.nimble.com

If they are looking for something to run internally then contact me and I can make some recommendations after discussing further details.