Very special CRM needs: Multi-Company, Team Colaboration, CRM, Sales Automation, Invoicing, etc.

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Hi there. So this is my first post and I really hope that you will be able to help me out here. i run 2 companies with 3 emplyees each. we work together in 1 office so the teams sometimes also communicate with each other even though structurally they are not in the same company. currently we use 7 (!) different tools (hubspot for crm, selfhosted invoicing, microsoft teams for team chat & small data-storage, asana for todos, self hosted email marketing tool, tawk.to for chat-support on our websites, onedrive for data-storage, etc.) and it is getting complicated and confusing.

what we are looking for is a tool with the following features:

  • crm
  • Sales Automation
  • advanced email marketing
  • todo tracking
  • team communication
  • invoicing
  • multi company features (different name, VAT, Logo, CRM Templates, etc.)
  • Helpdesk & Live Chat for 2 Websites

This is what we already checked out and is close to what we were looking for:

  • ZOHO ONE

We actually were happy to find zoho one because they offer everything we need within this package. the problem here is that it doesn't offer multi-company features. so I would have to have 2 accounts there and would only receive iOS notifications for 1 logged in account and the team wouldn't be able to be part of 1 plattform.

  • Self hosted ODOO Community Edition

It seems like, odoo offers pretty much everything we need but we tested it and it feels quite .. clunky, slow and non-user friendly. Also just the thought of the struggle of managing something self hosted makes me sweat. Also there is no iOS App & Outlook AddIn to quickly add things to the CRM.

  • flowlu Enterprice

flowlu enterprice seems quite nice when it comes to features and they supposetly have multi-company support soon, but we don't like the fact that the server is located in russia.

  • teamleader.eu

What we like here is that the Servers are located in the EU, it offers Multi Company but it is not a Team-Collaboration tool and not a Support-Tool so we would still need things like data-storage, team-chat, todo/project management,

  • teamwork.com

It seems like a nice tool, even though the multi-company features still is not quite clear here and also invoicing is clunky. You don't see a list of invoices, only when you check out a project so at the end of a quarter you would have to look into each project to find and search your invoices which seems quite exhausting.

After weeks of research I am at the point where I actually think that it is not possible to have 1 tool for all of that but more than 2 tool are too much. Any thoughts/help? you are my last resort.

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