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I would like to implement some sort of contact database management system within a small company.

At this point I have roughly 200 contacts but I see a prospecting database could grow over 500 but probably not more than 1000.

I would like contacts to be organized in some containing database. Within the container database there are organizational groups. A contact may belong to more than one group.

I would like contacts to be searched and sorted by things such as name, company, organizational group, etc.

I would like the ability to do mail merge, both email and snail mail.

When sending emails, I would only like each recipient to see only his or her own email address, even if the email was sent to a distribution list with many emails on it.

Is this possible?

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Do you presently use MS Exchange? –  Dave M Dec 29 '09 at 18:30
    
Yes. It be nice to keep it all within Exchange, but I do not think Public Folders offers all the features I would like. Could these features be provided by Public Folders? –  CT. Dec 29 '09 at 18:32

1 Answer 1

up vote 2 down vote accepted

Although it may be overkill to start, SugarCRM is probably a good fit for you: http://www.sugarcrm.com/crm/

It has an open source version, you can run yourself, or you can have someone else host it for you. It can certainly grow up to do a lot for you, keeping up with sales leads, contact management, etc. Its big thing I think is customization if you ever get into that.

They have a demo that you should try to see if it is something that could work for you.

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Sugar's great - we use it and love it. very customizable and free –  NickatUship Dec 29 '09 at 21:00
1  
and there's vtiger which is a fork of Sugar, the same - only more free as they don't try to sell you the 'pro' version :) –  gbjbaanb Dec 29 '09 at 21:22
    
If you have Exchange Vtiger would be the better choice because the Outlook plugin is free. The same thing for Sugar is quite expensive. –  John Gardeniers Dec 29 '09 at 22:19

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