CRM panel for small msp | Forum

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Cameron Scott

Hello guys, I am going to start my small msp business. So just wanted to ask you all what CRM panel you use for managing customers and all.

I am trying to build a website from which customers can directly buy services like e-commerce.

For invoicing and all I use invoice ninja. I had already made half of the website using invoice ninja api to show products and all on website but having a CRM panel will be better.

Thank you all in advance.

Alex Breengs
Alex Breengs Jun 7
We use HubSpot, lots of integration options and easy to embed forms.
Jesse Hiserp
Jesse Hiserp Jun 7
Regarding your query about CRM panels, let me tell you that I've been in your shoes, trying to figure out the best way to manage customers, streamline processes, and keep everything running like a well-oiled machine.

I remember when I first started out, I was juggling multiple tools and platforms, trying to piece together a system that worked for me. It was chaos, to say the least! That's when I stumbled upon Planfix CRM at https://planfix.com/crm/. It was like a lightbulb moment for me.

Planfix CRM isn't just your run-of-the-mill software—it's a game-changer. From managing customer interactions to tracking sales pipelines, it does it all with ease.
The Forum post is edited by Jesse Hiserp Jun 7
Mike
Mike Jul 22
Congrats on starting your MSP business! I’ve been down the road of setting up a small biz, and having a good CRM really makes a difference. For my setup, I used sugarcrm document management, and it’s been a lifesaver. It helped me keep all my client info organized and made managing documents super easy. It integrates well with other systems, which might be handy for your e-commerce site too. If you’re looking for a CRM that keeps everything streamlined, it’s definitely worth checking out.
The Forum post is edited by Mike Jul 26
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