I am looking for a CRM system that can help me manage my small business and freelance projects. I need a system that can handle multiple aspects of my work, such as invoicing, contracts, proposals, expenses, tasks, support tickets, and more. I also want a system that has a built-in chat feature that allows me to communicate with my clients and staff in real time. I have tried some other CRM systems, but they are either too expensive, too complicated, or too limited in functionality. Does anyone have any suggestions for a CRM system that meets my needs?
How to find a CRM system that can handle multiple aspects of my work and has a built-in chat feature?
Share
Hello,
Thank you for your question. I am a consultant who specializes in helping small businesses and freelancers find the best CRM system for their needs.
Based on your description, I would recommend you to check out Perfex CRM. Perfex CRM is a powerful and flexible open source CRM that can handle multiple aspects of your work, such as invoicing, contracts, proposals, expenses, tasks, support tickets, and more.
One of the best features of Perfex CRM is its built-in chat feature that allows you to communicate with your clients and staff in real time. You can also attach files, create proposals, and send invoices directly from the chat. This way, you can streamline your workflow and improve your customer satisfaction.
Perfex CRM is also very affordable and easy to use. You can customize it to fit your brand and preferences, and integrate it with various third-party services such as Paypal, Stripe, Mailchimp, Google Calendar, and more. You can also access it from any device and browser, as it is fully responsive and cloud-based.
If you are interested in Perfex CRM, you can visit their website here: https://codecanyon.net/item/perfex-powerful-open-source-crm/14013737
There you can find more information about its features, pricing, demo, and documentation. You can also contact their support team if you have any questions or issues.
I hope this helps you find the best CRM system for your business. If you need any further assistance or advice, please feel free to contact me again.
Best regards,
The consultant