Hi,
I run an architectural practice specialising in residential extensions. Currently I complete around 350 separate projects per year. Our target is to complete 1000 projects per year within the next 12-18 months and, in order to do so, I need to improve our CRM systems.
There are around 10 identifiable stages to our projects from sale enquiry through to completion. A typical project will be live for an average of 3 weeks and will involve 5 people along the way.
I recently started using Pipe Drive as a management platform for my projects which has been a big improvement. I still do not have a full grasp of all Pipe Drive has to offer and it may be that I just need help in understanding how to make better use of it. Or it may be there is a better CRM platform for me to use.
So, I am firstly looking for someone to advise on what platform would suit my business best plus assistance in tailoring this to my business and then providing ongoing support.
Hopefully this is enough information and I look forward to hearing from you!
Thanks,
George
hi the best crm solution for you is vtiger crm 7. this is open source no limitation and monthly fees crm which we can develop according any business needs. And after we will provide you full support if need.