CRM or accounting s...
 

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[Closed] CRM or accounting software

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Posts: 227
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Friends furniture company needs a bit of help procedurally and organisationally, purchase orders, sales orders, stock control, invoicing, and basic CRM to start forecasting. He's a tight fit so ideally either a heap of spreadsheets, or QuickBooks or some CRM stuff, any ideas folks?


 
Posted : 15/10/2018 7:32 pm
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Workflow Max integrates with Xero beautifully and is costed on a per user basis so cheap for small businesses.


 
Posted : 15/10/2018 7:35 pm
Posts: 632
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If he happens to bank with RBS then he can get the freeagent accounting package for nothing.


 
Posted : 15/10/2018 9:09 pm
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We use Clarity (touch systems) integrates with accounting packages. Modular per user.


 
Posted : 15/10/2018 9:14 pm
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Not sure FreeAgent would do what is required regarding stock control. We use it and it’s great but it’s not a CRM.


 
Posted : 15/10/2018 10:13 pm

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