User Review( votes)
I didn’t want to clog this sub with yet another request, so I’ve searched here and in other subs, and I think I’ve read all ‘recommendation request’ comments. I have an Excel doc with 45+ entries and pros/cons details. But I’m at a loss and this is my surrender flag. Please help.
At this point I’ve whittled my requirements down to this must-have list:
QuickBooks Desktop integration (huge sticking point)
Quoting, Invoicing (including recurring invoices for service contracts, another tough one)
Automated emails to customers (e.g., late invoice notices, f/u on quotes)
Good customer database geared toward companies with multiple contacts (inc. correspondence)
>$150 for two users
That’s pretty much it. We have techs in the field but a CRM geared toward field-service isn’t necessary.
Jobber (no QB Desktop integration)
TigerPaw (customer service nightmare)
Kickserv (no automated billing emails, etc)
Currently test-driving, feedback appreciated:
BTW, I think I saw a website for a guy who sells API code to integrate QBD to CRMs that don’t normally support it, for about $200. Kicking myself for not saving the link. Anyone know about that?
submitted by /u/Deziderata