Title: Seeking CRM System Recommendations for a Small Home Improvement Business

Hello Everyone!
I'm currently assisting a small business that operates a physical store specializing in selling and installing products like windows, doors, and fences. We're in search of a CRM system that can not only manage typical CRM functions but also facilitate better communication and workflow between the store's team, their installers, and customers. Here’s what we need:
Core CRM Capabilities:
– Lead Management: Effective tracking and management of potential leads and customer interactions.
– Sales Management: Tools to streamline the sales process along with robust reporting functionalities.
– Customer Interaction Logs: Detailed logs for tracking all customer communications and activities.

Installer Portal:
– Schedule Management: Ability for installers to view and manage their job schedules.
– Document Management: Tools to upload and manage documents pertaining to specific jobs.
– Job Details Access: Easy access to job details and updates to ensure accountability and clarity.

Customer Portal:
– Project Status: Customers should be able to check the status of their ongoing projects.
– Document Submission: Facilities for submitting necessary documents and requests for additional services.
– Communication Channel: Direct communication options with the service team or assigned installers.

The ideal CRM should integrate seamlessly with QuickBooks for financial management, Google Calendar for scheduling, and Gmail for communication purposes. Our goal is to optimize the management processes, improve communication between the business, its installers, and its customers, and enhance the overall customer service experience.
If no single CRM meets these requirements, what complementary systems or plugins would you recommend to create an integrated and efficient workflow?
I appreciate any recommendations or insights you can provide.
Thank you!