CRM recommendations – small business, includes (customizable?) document management

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Big ask, for little $

Leads management (triage of multiple people working the same company)

Customer management (including document management (with authenticatable digital signatures?), documents with fields for (company name, contact name) in documents.

Order management (tools for customers to directly input orders for approval)

Sales reporting from approved orders (bonus if these sales reports can include if we’ve been paid for the order or not)

Perks if inventory management and / or direct EDI included as well.

Edit: adding more asks

Integration to social media (with the ability to post to all integrated socials)

submitted by /u/Apprehensive-Fee485
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