User Review( votes)
I posted a bit before, but I'm back with a more focused question.
I've done some digging and most CRMs have the contact, task and project management stuff I need.
What they don't all do is generate and send a contract and invoice populated from the deal and contact information. Right now, doing that manually is one of my big frustrations.
Any good suggestions?
For reference, I'm fairly small volume, only around maybe 500 leads and 200 actual deals a year. I'm a performer, but I don't need anything performer specific.