Caspio vs. Infor CRM

Contact forms are incredibly easy to build and customize, as are most other kinds of more involved forms. Forms allow html input and can be designed in a number of ways. It's helpful if you know some HTML. JavaScript knowledge can add advanced options, but is not necessary for the most common uses. The company used to call itself "No-Code," but has changed to say "Low Code," which is much more accurate.

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If you have a mobile workforce, it likely wouldn't be as appropriate (keep in mind we're using the desktop client, and have very limited experience with the web app). It is well suited if your business needs lots of custom processes- find a good vendor. We utilize SimpleSoft out of Ohio, and they have been excellent. Key question: think about where your business is going to be in 5-10 years, and will this CRM solution be able to grow with us?

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• Caspio is an online database platform. It allows one to create multiple tables and views to be stored via the web. Tables can be configured to not only hold data but also to hold files like Word docs and images.
• Caspio is great at creating online forms and reports. It allows the user to create forms to capture, update data, whether it's password protected or just a simple form.
• As a database platform, one can create online tables and forms linking multiple tables and views to each other. I would say it is the Microsoft Access of the online platforms.
• The system is very easy. Wizards allow one to create forms, tables, and datapages. Since the platform is online, you may access your database anywhere.

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• Saleslogix functionality can be managed to a very granular level for each individual using it. Within the users profile you can restrict access to modules, remove write permission, remove export privileges, etc.
• Saleslogix has one of the best sync engines I have ever seen. If you allow your outside sales reps to have their own database, they can modify customer record while off line and when they do have internet access they can sync changes in both directions. This functionality works great when you have inside and outside sales staff covering the same territory.
• Saleslogix can be customized using Visual Basic Code syntax. This is a positive aspect as well as a negative. Our existing Saleslogix is so customized that if we were to upgrade to 8.0 it would cost us over $20k to redo some of the customizations. Upgrades are frequently incompatible with customizations.

• Pricing for additional storage could be a bit more competitive
• The builder wizard is helpful, however there could be a tutorial for first time users
• Calendar pdf exports would be usefull

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• InforCRM has made dramatic improvements in the web client though in some cases it has been painfully slow to get the most needed things updated. An example is the slow speed of the web client. The newest update is supposed to fix this.
• The web client does not autosave, so users have to remember to hit the 'save' button at each screen. This is the biggest complaint of users going from the desktop client to the web client.
• I personally would like to see data panes (account, contact, etc.) with the capability to set up a different view for each team and/or security level that would access the data.

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We are committed to Caspio Bridge. We could migrate to another product, but we would not be able to do so quickly. I estimate that we would need about a year (maybe more) to convert all of our forms and processes if we were to switch to some other product

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Because we've already made the investment in the original on-premise version, the cost per user is relatively low. The product has grown with us and we can now choose a LAN or Web client version and host the site internally, giving us total control of our data. The iPhone and iPad versions allow the sales team quick access in the field and the voice-to-text option is quite handy. SalesLogix doesn't require that our technology stack be constantly up to date which again, keeps our cost down. They are always making enhancements to the product and we can choose to update/upgrade when those enhancements appeal to us enough to justify adding the service pack.

It can be a bit slow at times. Its that refresh don't always need to refresh slowing down the user.

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I've had some instances where my team and I discovered a bug in Caspio. We alerted the company, and the bug was fixed in the next regular update of the software. The few times that I've had to contact support, it was a pretty good experience. They're not terribly quick to respond and take action, but they don't ignore you, either.

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We utilize the support of a local-ish vendor. SimpleSoft is their name. they are great, and very responsive

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GroupHigh is so frustrating to use. It is constantly changing the way you can search for bloggers, and we can never find exactly what we are looking for

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We selected INFOR CRM over Salesforce simply because it was affordable and didn't have so many 'bells & whistles' that Salesforce has that we were not using. We didn't realize that the compatibility with upgrades were going to be such an issue.

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• Positive impact of easy of adding new varieties.
• Positive impact of having new emails added directly to email list through Zapier.
• Positive impact on increasing productivity of our staff.

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• It's a CRM, so using a CRM as opposed to not using one is typically a step in the right direction.
• Slightly lower TCO than other CRMs.
• Complete end-to-end workflows allow you to quantify and analyze every step in the business process, leading to improved efficiency.

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