Improve my work

CaygriWEB

Well-known member
Hosting Provider
Registered
Joined
Jul 4, 2017
Messages
305
Points
18
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

Well-known member
Registered
Joined
Jul 7, 2016
Messages
609
Points
28
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

Well-known member
Hosting Provider
Registered
Joined
Jul 4, 2017
Messages
305
Points
18
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

Well-known member
Registered
Joined
May 3, 2016
Messages
1,622
Points
83
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

Well-known member
Hosting Provider
Registered
Joined
Jul 4, 2017
Messages
305
Points
18
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
 
Older Threads
Newer Threads
Replies
3
Views
1,988
Replies
4
Views
3,270
Replies
1
Views
2,114
Replies
12
Views
8,347
Latest Threads
Replies
0
Views
105
Replies
0
Views
62
Replies
0
Views
54
Replies
1
Views
85
Recommended Threads
Replies
5
Views
2,804
Replies
0
Views
2,106
Replies
4
Views
3,624
Replies
10
Views
3,634

Latest postsNew threads

Latest Hosting OffersNew Reviews

Sponsors

Tag Cloud

You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an alternative browser.

Top