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The most convenient CRM for a window (construction) company?
I saw that similar questions here help to solve. Decided to try my luck. I have been studying various CRM systems for two months now and nothing fits. Bitrix, Desk, Orderino... everything has its pros and cons, but it's impossible to work in them without adding dozens of Excel files for additional reports. Everything is unfinished. As if we don't have enough window companies in Russia :)))
I'm looking for a CRM.
The main features are the automatic setting of the next task after the completion of the current one and a dialog box after the completion of the task for filling out a progress report.
You also need an easy attachment of files (or better, scanning to the cloud right away) and a printout of contracts "according to a template" with the substitution of contact data.
In addition: Schedule of free time for installers, accounting of salaries (piecework), tracking orders and deliveries from factories of goods from different transactions, control in the transaction of orders for goods from different suppliers, control of installments (reminder and accounting), combined access to customers from different managers.
Well, it is desirable that this is all supported on android.
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Certainly unfinished. These are repetitive solutions!
1. Find one made specifically for your requirements. Window companies are not uncommon.
2. Find the most suitable and finish.
I would ask other window companies what they use (for sure, after all, there are all sorts of exhibitions or at least they have forums). But do you consider increasing the budget and writing a similar system for yourself from scratch?
did the same (accounting orders) for a private entrepreneur on Access ADP in 2000.
The program allowed for:
Everything was written actively for 2-3 months. the program is still working, the owner of the carpentry shop is satisfied. if interested, please contact.
You were advised above, take ERP, you won't regret it. Or industry-specific solutions like - https://www.amocrm.ru/ , ramex.ru everything here is already to your taste.
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