I'm sure there's tons of posts around all the forums about CRMs, but trying to use the search function returns nothing, saying the search term is too short. Just want to get that out of the way.
Ive tried at least a dozen various CRMs, and I cant find one that suits my very basic needs. Too many of these have a job-based workflow, or REQUIRE you to schedule jobs in their usually god awful in-software calendars in order to progress the work flow. I just need to go from quote to invoice, but highly customizable quote and invoice templates and products and services that can do kits or groups.
Ive demoed jobber, housecall pro, workiz, servicem8, kickserv and a whole bunch of others. Theyre all too fleet-oriented. Any suggestions are welcome. Thanks!
Ive tried at least a dozen various CRMs, and I cant find one that suits my very basic needs. Too many of these have a job-based workflow, or REQUIRE you to schedule jobs in their usually god awful in-software calendars in order to progress the work flow. I just need to go from quote to invoice, but highly customizable quote and invoice templates and products and services that can do kits or groups.
Ive demoed jobber, housecall pro, workiz, servicem8, kickserv and a whole bunch of others. Theyre all too fleet-oriented. Any suggestions are welcome. Thanks!