Business brainstorming

olivia89

Active member
Trusted Uploader
Jul 11, 2019
139
56
28
Hi guy,

Im sorry but for new yeat i want increase productivity.

Actually i use perfex crm to manage client and project. And i really like it but is limited.

In my company we have 5 product and everyone has different site, helpdesk and livechat.

Client can buy all of these or some product.

So actually my process is:
  1. The major request is taylor made and use perfex crm
  2. About the other 4 product i use woocommerce (invoice it s a mess)
  3. I discover freshdesk and im fall in love but plan estate it s too expensive! Every year more of 600€! I like about widget and different kb
What i want​
- license generator​
- different kb​
- client can order easy​
- project management tool​
- invoice​
- support ticket​
- quotation and crm​
Now i found 3 different solution but i dont know decide!​
Please help me!​
1. Whmcs and i buy module about project management and multi kb​
2. Stay in perfex and develop custom module to sync woo​
3. I stay like now​
I want to give an image Of my company professional and organized.​
If you know other solution please tell me!​
 

ckeeper

Well-known member
Nov 8, 2019
623
376
63
Hi guy,

Im sorry but for new yeat i want increase productivity.

Actually i use perfex crm to manage client and project. And i really like it but is limited.

In my company we have 5 product and everyone has different site, helpdesk and livechat.

Client can buy all of these or some product.

So actually my process is:
  1. The major request is taylor made and use perfex crm
  2. About the other 4 product i use woocommerce (invoice it s a mess)
  3. I discover freshdesk and im fall in love but plan estate it s too expensive! Every year more of 600€! I like about widget and different kb
What i want​
- license generator​
- different kb​
- client can order easy​
- project management tool​
- invoice​
- support ticket​
- quotation and crm​
Now i found 3 different solution but i dont know decide!​
Please help me!​
1. Whmcs and i buy module about project management and multi kb​
2. Stay in perfex and develop custom module to sync woo​
3. I stay like now​
I want to give an image Of my company professional and organized.​
If you know other solution please tell me!​
It sounds like you will need multiple tools to handle what you want.
I have forwarded you info on ticketing and knowledge base at a different post (uvdesk, os ticket etc)

For ordering you will also need a solution like Whmcs, blesta etc which can also handle billing, ticketing, customer orders and more with additional modules.

I would definitely stay away from custom development which will be costly unless you can develop it yourself. However you can use multiple solutions and tie them together in a portal, which will not cost that much especially if you use opnesource.

If you are concerned about the image of your company then you need to use something like Salesforce which will cost you pretty penny.
 

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