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I'm searching for a tool like something around a "GIS based Customer Relationships Management Tool". The functionality I am looking for is:

1) collect: collecting customer related data in several formats like e-mails, postal letter as scans, documents, online-masks and so on..

2) store: store these files geographically referenced in a DB

3) categorize: attach several attributes over time to these customers like: wishes, needs, historical questions, business category ...

4) manage by query's: get reports according to queries via attributes or via geo-tag or via combinations like: "show all customers that like potatoes and mushrooms living in a buffer distance of 20km around point xy and related documents".

I hope that I could clarify to you what I am needing.

Is somebody out there who knows some useful tools meeting my needs to test?

Thanks in advance for valuable feedback.

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Never seen a pre-built solution, have written extensions to several to make them more spatially aware. Products like Accela include CRM functionality in their workorder tracking solutions. – D.E.Wright Feb 20 at 23:25
@ciabattamaster I am not sure but go though following link may be helpful for you qiem.com/resources/mscrm/Integration_white_paper.pdf – Sunil Apr 25 at 4:57

2 Answers

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I don't know of any off the shelf packages. No doubt you will get several similar resposes from developers trying to avoid "overt self promotion" as the rules discourage it, but with links to websites their profiles.. ..

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Hello again, ok - thanx so far for your answers/commends. It seems to be not a very common software that I need. If I find a solution or a tool I will post it here fyi. Cheers. – ciabattamaster Mar 11 at 21:39
up vote 1 down vote

I don't know of a pure tool built for this, salesforce can do some simple geo stuff, but then a custom CiviCRM (opensource) solution could likely be built out to give you more geo capacity. But really what it sounds like you need is not the pre-determined CRM at all, just a solid database with a flexible data entry UI and the ability to run spatial type queries from any GIS client/server. The questions you have are simple geospatial tasks, so relaly any database with a good data entry front end will work if it's geo-enables- PostGIS would be fine. Heck, you could even do it in a desktop GIS client entirely based on your parameters. cheers Spike

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