What CRM for monthly clients?

Question

CRM

Recommend a CRM that could take into account Transactions that are concluded for an indefinite period with a monthly payment.
For example, I got a client to maintain an advertising account.
I enter a new deal for 100 USD in CRM. For the deal, I make various notes during the month, attach the working material.
At the end of the month, we need to fix the payment for this transaction and extend it for the next month, and I would like to keep a history of old records for the transaction.
I did not find such functionality in Bitrix24 and Clientobox.

Answer 1

AmoCRM has something called "cyclical purchases".

Answer 2

This is also called a service deal, which involves the monthly charging of a "subscription fee", i.e. the system simply issues an invoice to the counterparty on a monthly basis.
Choose a CRM with recurring automatic billing functionality.
PS Do not look for any ready-made solutions, because. they don't exist! Any CRM system still needs to be initially configured to suit your specifics. Miracles do not happen!

Answer 3

amoCRM has functionality for regular purchases. You can set a period and set up automatic actions. For example, send SMS or email, show ads on social networks, and so on.
The most important plus: the system really helps managers to sell, which eliminates their sabotage in the implementation process.
Unlike other CRMs, the interface is as friendly as possible.
Almost any telephony is integrated, you can implement call recording even from a mobile phone.
It is possible to set up marketing campaigns linked to the stage of the transaction, as well as automatic sending of email, sms.
There are many ready-made integrations with cloud services.
Contact -  https://integrat.pro
There are implementation cases for both small and large companies.

Answer 4

The right choice of a CRM product strongly depends on how your company is organized, how you interact with Clients, and for what purposes you are planning a CRM system. We are implementing amoCRM, the functionality of periodic purchases in this system is. Write to our bot in TG or FB , answer a few questions and if amoCRM suits you, we will provide an implementation project calculation in one day.

Answer 5

You will be fine with SuiteCRM. Flexibly customizable functionality for the necessary tasks thanks to the administrative part. Open source - can be programmatically modified and integrated with other information systems. No license fees and user limit. Integrator website: https://suitecrm.com.ua

Answer 6

In this CRM , it is possible to take into account partial payments for a transaction, that is, you conclude an agreement with a client (a transaction is added to CRM), then each new payment is attached to this transaction.