So we're looking at upgrading our current PM software, which over time we seem to have outgrown.
What with MTD on the horizon, we need a program which acts as our master client database, and want to be able to produce more useful reports.
Spoke to Xero yesterday about this, and was told that you can only import clients into Xero PM that are Xero clients.
Surely this can't be right ? (the person I spoke to went away, and came back to confirm that this is the case).
If that was the case, then surely only a firm whose client base is 100% Xero is going to find Xero PM useful?
We haven't yet signed up as a Xero Partner (but will be doing so soon), so can't demo the software. And finding someone from Xero to discuss the program is proving quite difficult.
Assuming one can import all clients into the program, what do people make of it? (in terms of WIP/invoice production/batch emaling of monthly statements/report production)
We're looking at a number of CRM products at the moment, and after reading the CRM article posted here yesterday, there's a few out there, but none that really tick all the boxes.