We're currently looking at upgrading our software for growth. I really want to cover off on several issues and I keep getting pulled between workflow management software and a CRM. It should be an online software as we deal primarily with Xero, Quickbooks online, Myob, etc. It needs to simplify communications with clients, provide a client database, and help with workflow to make sure nothing gets missed.
1. Needs email integration - when an email comes in it should be able to be allocated to a team member to follow up.
2. Jobs / tasks should be easily created and allocated around the team / automatic repeating tasks
3. Time tracking
4. I would expect tags on clients so that I can create a task based on the tag (ie sort by all business clients, all companies, etc and set up a task to call up and discuss a change with them)
5. I would expect that I can sort by tag and send an email to all clients with a particular tag at once (ie legislative changes for trusts)
6. all client interactions should be chronologically visible in one place (phone calls, emails, notes etc)
So far I've looked at Jetpack, Aero, Zoho, Workflowmax, Xero Practice manager... They all seem to be lacking on key elements. If you use one of them and have found something to fill the gap, or none of them but you have something that works please let me know!
1. Needs email integration - when an email comes in it should be able to be allocated to a team member to follow up.
2. Jobs / tasks should be easily created and allocated around the team / automatic repeating tasks
3. Time tracking
4. I would expect tags on clients so that I can create a task based on the tag (ie sort by all business clients, all companies, etc and set up a task to call up and discuss a change with them)
5. I would expect that I can sort by tag and send an email to all clients with a particular tag at once (ie legislative changes for trusts)
6. all client interactions should be chronologically visible in one place (phone calls, emails, notes etc)
So far I've looked at Jetpack, Aero, Zoho, Workflowmax, Xero Practice manager... They all seem to be lacking on key elements. If you use one of them and have found something to fill the gap, or none of them but you have something that works please let me know!