Improve my work

CaygriWEB

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Hello,

I have small company my colleague and I.

I'm looking a platform/cms free or payment where I manage client and work with my co-worker.

Generally this is the process.

I receive email > share on trello request with my colleague > decide price > send email to clieint with quotation> if client accept i generate invoice > client payment > start work


It's not that simple, because client send me a lots of email, often I don't contact anymore or lost name or email contact. .

With my colleague I talk on trello but isn't enough because usually in a job there is a lot of task and in discussion some task lost.

With client I use email, but it's not good because send a lot of email and it's difficult manage all request.

It's exist a platform who has all this request?

I know it's a lot of features
 

Kaz Wolfe

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You should use Wordpress for your site and installing a tasks management plugin to share and manage task with your friend.
I have a Wordpress that working according to this way and it work pretty good.
You can try. Hope that helped.
 

CaygriWEB

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wp it isn't born to manage this i test some module but i need more features

any one know freelancer office 3 cockpit?
 

VirtuBox

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With https://www.invoiceninja.org/, you can manage your customers, projects (with kanban like trello) , create quotes, creates invoices, track your time and setup recurring invoices.
it also provide a web interface for your clients.

Otherwise, you can go for https://www.perfexcrm.com/. It cost only $59 one time, and it's an awesome solution to manage your customers and team.

There are also some other open-source solution like https://suitecrm.com/ or https://www.odoo.com

edit : about freelancer office 3 cockpit, it's a good software, like perfexcrm (if I had to choose between them, it will be pretty hard )
 

CaygriWEB

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thanks Virtubox! Actually I'm using invoicenija but client has a big problem! Anyone not found where is "pay now button" and has problem with a double counter and not delete eventually invoice. This is a huge problem for me.

That's why I need new accounting manager.

i tested Odoo or suitecrm but for me it's too complex to learn!

Yesterday I bought perfex and cockpit 3..I let you know
 
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