Hi
Currently we are using Sales Logix for CRM and Sage for Accounting. I have recently recommended our directors we should move to a cloud based solution as this will save us costs and give more flexibility. We have already moved our emails to GoogleApps and it's working well.
Can anyone recommend a Cloud Based solution which integrates well with the CRM and Finance. The CRM system should be able to create quotes, do follow ups and have search facilities..
Any suggestions would be much appreciated.
Thanks
Replies (5)
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Brightpearl
Hi vdeepan
Brightpearl is a cloud based business solution that incorporates such things as Accounting, CRM, Stock and much more.
If you would like to discuss if the solution could be right for you or for a demonstration of the software, please do get in touch.
Regards
WestSussexBusinessSolutions
SUGAR CRM
We use SUGAR - it is open source and fantastic! And links to many things - there are lots of add-ins, for example even the email tracking we use (records emails into CRM under customers/prospects automatically both ways) is only $20 a year.
The other obvious one is SalesForce of course.
Dan
Sugar CRM
I'm sorry for the plug, but thought you might find the information useful.
We have recently launched cloud CRM for accountants that has the added bonus of integrating with traditional software packages such as Iris, CCH and Digita. Please click here to read about Cloud CRM for Iris Practice Management.
I warmly welcome any feedback or suggestions on what you're looking to achieve with CRM.
Regards
Ian Cooper