CRM panel for small msp | Forum

We use HubSpot, lots of integration options and easy to embed forms.

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.

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.

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