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( votes)I'm hoping to find a CRM that will allow clients to enter not only their contact address, but also the job site address on the work request web form. I do a lot of B2B and subcontracting work, and not being able to enter a job site address is a bit of a hindrance.
I'm also looking for a CRM that can integrate my 2-page service agreement along with my quote and having the client sign both the quote and the service agreement, or at least have it a part of the same document package. It seems like the CRMs I've looked at only allow for quote signing and attaching my service agreement as a separate document.
submitted by /u/ptgx85
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