Beta List - Written by Chris Corriveau on Thursday, January 24, 2008 15:08 - 14 Comments

Tactile CRM: Easy web CRM that isn’t expensive

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tactile.pngTactile CRM is an easy to use, web based contact and sales management system designed for small businesses. The project is funded by Senokian a UK based company, that offers a range of infrastructure consultancy services. They bring a fair amount of expertise for clients in the service industry needing a technology solution.

For our first Beta list installment we talked with Jake Stride, Managing Director for tactile CRM about the company and the product.

Tactile evolved and is based on the framework from EGS – the Open Source CRM/PM/ERP system Senokian uses to run their own business. EGS is aimed at larger organizations and although very powerful, is not easy for smaller companies to use. Senokian found they were turning away a lot of small companies who couldn’t afford the time or cost it would take to implement EGS and its CRM functionality. After much research looking at what the market offered, Senokian found there were several good stand alone apps for CRM or PM etc., but none that had ease of use for a small business, connecting directly to each other and working from the same database. Tactile fits the bill, running a pretty popular open source server stack: PHP, PostgreSQL and Apache. They are also using Zend, Prototype with Scriptaculos, Smarty PHP, and Amazon’s S3 for storage.

Currently, Tactile CRM is in beta and will be out in mid February. Since it was created for the UK, not all fields will work for US companies. After personally testing out the application, I have to admit there is still a lot of work that needs to be done interface wise and also completed functionality. However, the small development team seems to be very responsive and encourages the software testers to provide feedback via the forum to help make this product better.

According to Jake Stride, Managing Director, they have future plans to expand the reporting engine and tags in Tactile, as well as working on a support ticketing system. This will be the second application in the suite, followed by a project management and HR application. For the first 12 months of release, Senokian is intending to reinvest into Tactile, the other products and the infrastructure. At a later date they will look into the idea of charging and making profits from the software.

The parent company, Senokian, presently makes profits in the IT business which helps fund Tactile’s development. They are trying to transition to a product company from a service company. “It is quite difficult to get the balance right of enough paying client work to fund initial product development, but not taking on too much that we have to pull people away from product development to meet the demand” said Jake.

I think it is a great idea and something smaller businesses have a definite need for.

Test it out for yourself: Tactile CRM

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14 Comments

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» Check out the first Tactile review
Jan 24, 2008 15:41

[...] we are planning to do, he has written a great article (the first in their new beta section) on the @bar website about Tactile CRM. Check out the app and what he has to [...]

Dave Fravel
Jan 24, 2008 17:01

@ first glance, this seems like something that would be a nice fit for smaller-mid size shops … definitely worth a closer look

Chris – did you talk with them about who they view as their competition? ACT!? Salesforce.com? home-grown access databases and excel spreadsheets?

Chris Corriveau
Jan 24, 2008 17:23
Chris Corriveau

Yes, that is their aim small business who can’t afford the larger CRM packges like ACT or SalesForce.com right now the main competition would be homegrown databases or companies that are using nothing at all.

I personally see the competition as Highrise by 37signals. Except Highrise isn’t your normal CRM like this app, it is different take on CRM and I think most aren’t understanding that.

I could seeing it as a stepping stone into one of the big boys if your company grew. They are planning other additions or apps that will go right along with this one like project management and HR app.

Jake Stride
Jan 24, 2008 17:43

Hi Dave,

ACT! and Sage CRM would be competitors, Highrise is [a competitor] to a certain extent but we are focussing more on things like sales optimisation and pipelines (on top of the obvious contact management) and the full realtime integration with the other applications we are working on. This is something that HR doesn’t do (and from the forums isn’t something that is planned).

I suppose it is a fine line but our focus is on easy to use rather than simple to use applications so reporting etc. is key to what we do.

There is also a migration path from Tactile et al to our EGS product as people grow.

Thanks

Jake

Dave Fravel
Jan 24, 2008 18:41

Hi Jake

Thanks so much for the additional comments.

While going through the screenshots on the site (I haven’t taken the official tour yet), I can see what you mean about easy to use vs. simple to use. Simple, in my opinion, equates to lacking in functionality. Based on the screenshots, the app appears to be feature-rich, but laid out in a way that is intuitive and easy to use. It actually reminds me of the application that I use for my time tracking and invoicing (Freshbooks).

Best of luck w/ the beta and continued development efforts.

Dave

Chris Corriveau
Jan 24, 2008 19:09
Chris Corriveau

It does have the features but not too many features like SugarCRM you get confused and don’t want to use it. I think with a better user interface and more ajax functions to save time this could be a very helpful application.

Dave Fravel
Jan 26, 2008 7:43

Another review of Tactile over on Web Worker Daily

http://webworkerdaily.com/2008/01/25/tactile-starter-crm-market/

Chris Corriveau
Jan 26, 2008 10:21
Chris Corriveau

Thanks Dave, I’ll go have a look.

Chris Gillis
Jan 27, 2008 9:39

I’m checking out Highrise right now with the free trial as I am a 37 Signals guy running a few of their products.

I’d like to take a look at Tactile and compare the two once have time to get going in Highrise.

Thanks for the discussion.

Chris Corriveau
Jan 27, 2008 11:17
Chris Corriveau

Well Tactile CRM isn’t a 37Signals product, interface isn’t there. And there is a huge difference where Highrise takes CRm and turns it on it’s head where it is more of a contact manager. Tactile is your more traditional CRM, but a lot simpler than the complicated ones like SugarCRM or salesforce.com. Maybe you can help them out with the interface, cause I really think the UI is one of the things that need work.

dvsjr
Jan 30, 2008 15:24

I like sugar crm, installs with WAMP (or my preffered MAMP) and also has feature set in par with salesforce.com.

dvsjr
Jan 30, 2008 15:25

err, as you already know. :)

Chris Corriveau
Jan 30, 2008 15:41
Chris Corriveau

Yea, I agree. I like it too. I think the customization of it to do what you want it to do is really nice. I think it can be too much though for my needs, but everyone is different.

ray
Aug 6, 2009 17:32

I’ve been developing applications for a long time and have to say Tactile is a great app. It’s needs a few more features, but it’s easy to use and by far the best I’ve seen.

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