User Review( votes)
Hi All. Looking for some recommendations. We're a small business – less than 10 – and do in-home sales, installation, and service/repair of what we install. Currently using Maximizer CRM but looking for something that incorporates the field service management, primarly invoicing, routing, scheduling, payments, and estimates. On the sales side, lead followup reminders, task lists, and import/export of documents and emails is important. Ideal solution is cloudbased and mobile friendly and able to import existing database.