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We are looking for a CRM system with the formation of primary (RF)
Colleagues, is there an online CRM system in nature in which it is humanly possible to keep a primary account of projects, i.e.:
1.
Create framework agreements
2.
Issue invoices projects\contracts\clients
5. Upload to 1C (accounting)
There is no primary in the megaplan, and in my warehouse there is no normal CRM module and a lot of "trading" excesses. What other services to look at?
Who uses what in development studios, web studios, and any other companies related to services, not goods?
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With 1C and the primary, RegionSoft comes to mind . They installed it in my former office, everything is fine: contracts, accounting, flows, integration with 1C. Not a cloud, really ... But for the primary, the cloud is just not needed.
I'm afraid that everything sane so far is only in the form of SaaS
My business is
Kontur
Out of 5 points, from 1 to 4 refers to financial and accounting, i.e. optimally closes only in 1C. And the 5th just disappears.
We use the CasePress system to build CRM.
But I don’t see the point in keeping the 5 points indicated there.
We are working with projects, applications for support there, we are also conducting CMDB there.
We set up some basic features for financial accounting there, but only in terms of accounting and data collection. We print the primary in the accounting system and do not plan to shove this functionality into CRM.
I use vtiger for services, all primary work is easy, there are traditional tasks for project management, checkpoints, a Gantt chart, I place it in the cloud, there was no need to upload it to 1C yet.
But I'm not sure that in SaaS you can customize everything.
In the new version of 1C Accounting, there is already control over contracts, annexes to contracts and, accordingly, the primary account)))))))))
So you don’t need CRM)
Try Canape CRM . You can’t put acts there, but you can upload everything to 1C and close everything with acts there.
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