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Dmitry Filatov2016-03-07 19:04:29
CRM
Dmitry Filatov, 2016-03-07 19:04:29

Which CRM to choose for a small WEB team?

Hello, we are
faced with the need to start doing our business in a more orderly way. From the current needs we have (below).
The question is what do you use? What can you advise?
- note book with clients (contacts, notes about them, from which company)
- the ability to track what orders for work from the client were, what their status is (paid / not paid)
- the ability to add not only the cost for the client, but also your own cost price to understand how much margin was
- statistics on clients and works
- the ability to sort works by dates, types of work
- WEB solution
UPD
In the end, we settled on Planfix. Yes, it doesn’t look super fashionable, yes, at first glance they didn’t understand everything right away, but after reading the mana, they set everything up for themselves.

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3 answer(s)
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Dmitry Miro, 2016-03-16
@i_dozi

We use Planfix, you can customize it for any needs.
+ your requirements are modest now, but they will increase in the future, so it’s better to immediately choose a service / program with more features.

L
lexxand, 2016-03-07
@lexxand

I like Bitrix24, first of all, for its accessibility. Generally satisfies.
There is onlyoffice, there is an open source version that can be easily installed on your server

W
WordPress WooCommerce, 2016-03-09
@maxxannik

Have tried many things. As a result, we settled on Amocrm for deals + Trello for regular customers. Befriend each other

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