SlateCRM helps users manage their customer relationships. The application provides a simple, effective way to stay on top of tasks and review action that needs taken. Users can see their completed items as well as those that are still waiting to be done. Tasks can be assigned to specific contacts and include the name of the person who finished the task. When a contact is associated with a company, the SlateCRM aggregates all notes applied to that contact and places them under the company name. This allows the user to see all recent activity for a company as well as individual details for specific contacts. Contact profiles include the individual’s name, the company they are associated with and a small image as well as their contact details. Tasks can also be labeled to indicate priority. After completing a task, the user can quickly check it off. Users can also toggle between upcoming, completed and assigned tasks.

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SlateCRM was created by nGenSoft. nGenSoft is based in Winter Spring, Florida. The company was founded by Eddy Recio. The current team includes President Recio, Marketing and Account Manager Maria Perez and Chief Scientist Asher De Vuyst. nGenSoft currently works with clients to produce web and desktop applications.

SlateCRM provides users with a quick way to manage their tasks. The system is web based, which makes it easy to access from any computer with internet access. The system offers an intuitive functionality that automatically applies notes and relevant entries to the right contacts. Although SlateCRM is primarily a detailed to do list, it has a lot of potential to help users maintain good customer relations through reliability and timely interactions.

SlateCRM has a very simple, professional design that works well. Users can toggle between types of tasks by clicking buttons at the top of the application. To do lists are presented under headings that include tomorrow, this week and next week. The user can quickly mark a task as complete by clicking on the check box beside it. Colorful, rounded icons provide a quick glimpse into the status of the item, whether it is a research task, client event, meeting or something that is overdue.

New users can get started by clicking the green “Sign Up – Free 30 Day Trial” button found near the center of the SlateCRM homepage. The registration form asks the user for a first and last name, email address, company name, site name, time zone, username and password. A note at the bottom of the form advises the user that by submitting their details they are automatically agreeing to the SlateCRM terms of service and privacy policy.

SlateCRM is currently available to all users for free. There is no subscription fee or set up charge for creating an account. Users can access their account as often as they like. It is important to note that SlateCRM does state that they will switch to a subscription service in the future. Users will be charged approximately $10 per month for this service. A 30 day notice will be provided to all existing users before the subscription takes effect. No further information has been provided as far as what, if any, features will be added.

SlateCRM is a tool for professionals and businesses that need a simple solution to handle customer relations. The application is rather basic compared to similar solutions, there are better web-based CRM tool available.

• Create a to do list of tasks
• Label SlateCRM tasks
• Add notes to a contact
• View who completed each task
• Obtain an overview of current and completed tasks

Visit www.slatecrm.com

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