User Review
( votes)Running a small business (just me) for Onsite tech work. I've tried various CRM such as sales force, Hubspot and most recently Kickserv but they are all heavily saturated with features that I just don't need or have covered already such as invoicing, pipepline etc… Each time I end up finding its just more efficient for me to just use google and QuickBooks manually.
The process is quite simple:
Receive enquiry – Add to Google Contacts
Book in a time – Add to Google Calendar
Complete Appointment – Create Quickbooks Invoice / add as a customer there as well
Add to master Job Sheet – Record Job Details to Google Sheets so I have a job history at a glance
Add to History to Contact – Add job history to Google Contact
I want to keep it REALLY simple and combined these into one basic software that can streamline/sync this process and allow me to move away from sheets. I don't need any bells or whistles. For example, with my customers, I only need their address, contact, job history and a section for additional comments at a glance.
Any recommendations?
submitted by /u/HesusMendez
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