CRM, Projects, Timesheets and Invoicing system?
I am looking for a single solution that does CRM, Projects, Timesheets and Invoicing system and is software that I can download and host on my own servers.
I have tried online systems and looked into things like Sales Force and Dynamics but I need something that I can use as a very small business just starting up.
I want it to be fairly intuitive and cheap, any suggestions?
Please Try Acer CRM at acercrm.com from Infoglaze Inc. Main features, Project (Work orders and tasks)+ Timesheet with option to automatically record time when the task is being attended, Product request-Quote-Order, Work request-quote-order,invoicing, shipping manager, Quicken compatible billing, vendor and payment, customer and invoicing, role based access manager for employees, HR job portal and resume database, in house manufacturing, raw material manager, inventory manager, web order integration. This is not just a CRM but an ERP itself. Where it can be customized based on the type of business. For example if you are a retailer, you can disable manufacturing, raw material manager, work order etc. Or if you are an auto service company with part sale just enable all that functionality. If you are just a consulting company like IT business, just enable the Project manager with timesheet and billing. IT is highly scalable.
A good PM tool is qdPM. It can be extended via Extra Fields to build out a CRM. qdPM Extended V4 coming out in a few months will have an inbuilt extendable CRM.
Both handle timesheets but do not do invoicing. However you can export task data that has actual time recorded against it for invoicing. I export to and copy and paste into an Excel Invoice Template.
As a first phase cost effective solution I recommend using SharePoint, for a free trial of Office 365 that includes SharePoint use this link:
SharePoint can also be purchased standalone and has apps for use with managing projects, timesheet, sharing project documents - even with external stakeholders such as clients - who do not require a licence. Costs from US$4 a month a licenced user.
If you are looking for a great solution to collaborate and use whilst on the road and have access to great reporting then consider using Microsoft CRM Online. It is very flexible and is intended to be tailored to support your exact business process - not just to provide contact and activity management like many of the low entry solutions. It can be integrated with your Accounting solution as well as Outlook and even web forms for lead capture automatically within CRM For free trial of Microsoft CRM online use this link https://portal.microsoftonline.com/partner/partnersignup.aspx?type=Trial&id=73db82df-c32b-4bd4-b3df-9bc69e2fdf40&msppid=3137902
Free trial support offered for SharePoint, CRM online and Office 365 via www.cloud9insight.com. Telephone UK +441273921520
Check out Engaged CRM: www.engagedcrm.com
Product will be live in about 2 months. It is a web-based program though.
I'd ask the same question as Patrick...why do you want to host it? Owing data or making sure your data is secure would be one of the reasons. But most systems are now very secure and have redundancies built in.
Check our Sugar.com and Zoho as good options for small business. Basecamp has an interesting offer as well.
Hi Chris, I've several years' experience in this space and have to say I don't know of any good system that does all of these well.
I'd suggest a couple of options though:
1. CRM - Nimble CRM is fantastic for small business. After using SalesForce for years I now recommend www.nimble.com (Nimble CRM) to my small business clients. It costs £15 pcm per user. It's completely intuitive. Try their free trial and see for yourself. I don't know whether or not it does invoicing.
It's a cloud service though. I would not recommend any small business to host these tools as You'll need IT and other resource to manage it. Big headache
2. For projects and time sheets - I've just started using www.projectmanager.com and I love it. It's easy to use. Costs £25 per month. If you want to manage projects properly with Gantt and cost management etc., this is a great tool.
3. I also use PODIO.com a lot these days for online collaboration. If you're after managing smaller projects and just keeping things central - it's free up to 5 users.
Hope this is helpful
I've tried several CRM's and i would recommend this: http://norada.com/demo/
This technology area is still fragmented and a "best of breed". Companies that do-it-all are a) super-expensive, or b) the best of no worlds.
I just finished a project with a very cool company in this space. Visit 10000ft.com - they provide time tracking and business management - view into your projects, who is allocated to them, what's on budget vs. running "hot", and revenue pipeline and analytics. Many 10000ft customers use it in combination with QuickBooks and their preferred CRM. They even upload almost-closed opportunities into 10000ft to see how future projects would impact resource availability and revenue. Time tracking can be done online or mobile, and consultants just "accept" their hours as they were planned, or modify them before confirming.
Even if you're still looking for it all-in-one, then check out 10000ft capabilities and make sure that the company you're evaluating provides this functionality.
Best of luck!
I recommend checking out EB Suite. It's customizable, works well to transition workflow from project to invoicing and crm, and relatively inexpensive. Note that I often recommend other systems, but this seems like a good fit based on what you're requesting.