Hi community wanted to see if I could get some help in the following requirments our business has when it comes to a CRM. We are evaluation other options too (SFDC, Superoffice, Hubspot). I personally prefer Pipedrive but wanted to see if anyone had advice on the stuff below:
- Tracking customer documents in the same place. Offers, quotes and signed documents?
- Chat support webforms? Is anyone using the built in drifter?
- Ticketing system - customer support? Any tools to recommend, SupportBee, Fresh Desk or Jira?
- Invoicing - seeing which customers have paid etc? Moving the deal stage automatically? We have used Visma but are there better integrations?
Any advice on the above would be appreciated!
Have a good weeked!