Best solution for a small company

CaygriWEB

Well-known member
Joined
Jul 4, 2017
Messages
286
Points
18
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!
 

castordor

Well-known member
Joined
Apr 21, 2018
Messages
109
Points
28
WHMCS is the best solution
 

GixHosting

Member
Joined
Dec 23, 2019
Messages
58
Points
8
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 am not sure about Perfex CRM as we did not use it but have experience of WHMCS, it is an easy helpdesk. You will get different modules for different purpose.

The second point would also be a good idea but the custom developed module should be secure and supportable for further updates of the helpdesk.
 

Akshay_M

Member
Joined
Nov 15, 2019
Messages
44
Points
8
WHMCS, as the very name suggests, is an all-in-one client management platform which will save you a lot of hassle in running an online business.

But if this one argument is not even enough, there is a plethora of other compelling reasons:

Automation
A real time-saver. WHMCS ensures automation throughout the entire billing process from invoice generation and account creation to payment processing and notifications sending.

Billing in multiple currencies
If your company trades on a global scale, WHMCS will allow you to bill in as many foreign currencies as you please.

Support:
Poor customer service is one of the top reason why consumers decide to switch service providers. WHMCS is equipped wit an integrated support interface allowing clients to send inquiries and trace the progress of their request really easy.
 
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