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HomeHomeOur CommunityOur CommunityGeneral Discuss...General Discuss...CRM Development - What direction would you recommend?CRM Development - What direction would you recommend?
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11/19/2007 12:52 AM
 
David Toohey


Joined: 1/30/2007
Posts: 690

Hi there


Although quite a bit to this, really I am just hoping for some quick direction to take on it.


I am wanting to develop a type of online CRM and task management (list recurring tasks & deadlines) and wasn't sure if OnyakTech's H20 and SigmaPro might be the way to go, something else completely... or H20 combined with something else.

The system would be used by registered users (particular roles) and I expect would work as...

Screen will show a list of customers, but probably be switched to tasks etc, all sorted by various things such as alphabetically, deadline order etc. There will be an 'add a customer' button, as well as view/edit buttons.

When clicking on a customer, it will show various details... but with possibly multiple addresses/branches, contacts also listed as some sort of nested table... each with an 'add an address/contact' button and the edit option.

In addition to this, since it is for registered users, security will be very important.  A user must now be not view other users information, but probably be able to allow access for other users (ie staff) to see, maybe edit (controlled) the information.

Does anyone have any experience with something like this?  What direction would you take?

I am thinking of using H20 at very least to start this, to create the tables and forms to gather and store the information.  Possibly after that using something else to retrieve and display the information. Is this a fair direction to take or would you recommend something else?

Thanks

David
 
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11/19/2007 9:36 AM
 
Greg Brown


Joined: 6/14/2006
Posts: 669

Having built a couple of CRM solutions within DNN I would have to say it depends on your level of developing abilities as well as how many things you want to be able to do. If you know some sql language (or are willing to learn) ListX is the most powerful. Second would be Xmod. Xmod has the best support by a long shot. I purchased Sigma/H20 and in my opinion it doesn't come close to Xmod. Especially in the support area. Xmod can easily limit records to only the user that created it or "owns" it - plus you can add the ability for a manager to assign records to other people.

This also depends on the number of records you wish to store. For extremely large databases ListX would probably be the better choice - at least until Xmod finishes their generic data manager (allows you to connect to any database/table).  Without the data manager Xmod stores it's data in XML which is fine for medium to small databases. The CRM solutions I have built so far have all had small to medium storage requirements so I have used Xmod and it works fine. The next one will be a large database 100,000+ records so I will probably use ListX 2.0 when it comes out.

Hope this helps

Greg
 
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11/19/2007 11:58 PM
 
David Toohey


Joined: 1/30/2007
Posts: 690

Hi Greg

That is great, thanks for the direction.

I have started created tables/forms already with H20, as I thought with SQL so long as I get the right fields running and the right table setup anything else should be able to use those, even if I don't touch H20 again (which does seem nice for forms).

From what you have said, it seems ListX may have to be my first choice and the possible solution as I do need speed, and potentially a lot of data to be stored.  Apart from ease, are there any benefits from using Xmod over ListX (such as assigning records) or can everything pretty much be done in ListX?

I do have a coder that will help on this, but due to financial restraints I am currently limited in what I can pass to him. I would like to better understand SQL language, just a bit stretched at the moment and trying to pass things to others when I can.

Thanks again

David
 
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