CRM systems are a core solution for small businesses nowadays. In the past, finding or building a proper solution for micro or small companies was tough. Now, SAAS and SAAS-based CRMs have opened doors for small and medium-sized companies, which brings much more innovation and competitiveness to companies and societies.
Our basic requirements for CRM are the following:
- online tools – available from any location with the web access
- possible integration with a project management software or built-in software
- possible integration with my accounting/financial software
- an integration with Outlook/Gmail
- an integration with Getresponse/Mailchimp
- Google Analytics, Adwords, etc.
- easy to implement workflows for users with different access rights
- online payments for my invoices
- people management
- great analytics – reports, dashboards