CRM for a Virtual Assistant

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Hi there, I am a start up VA and wanting to find a CRM which has customisable documents which can be attached to a client, I want invoicing and timers plus a whiteboard type functionality. Basically Moxie but with more features.

I've tried several and I haven't found one that works quite the way I want.

Clickup

Moxie

Dubsado

Indy

Can anyone suggest others? Or know of one?

submitted by /u/Senior_Gas_7209
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