Project Management and CRM software

[Mark H]

What do you use and/or recommend?

Thanks.

 

[zspace]

What do you use and/or recommend?

Thanks.

We have been on Cyrious for about 6 years. It is powerful from the point of quoting the job to invoicing. There are a lot of tools and reports that simplify project management. It also handles our invoicing and receivables management.

 

[kcollinsdesign]

Assuming you are running a full service sign shop, I would start with manilla folders and a file cabinet. Once you are doing a couple million a year you should look at project management and CRM software. I like Basecamp.

 

[K Schutt]

We also use Cyrious and it can be easily customized.

 

[2B]

there are several threads already started pertaining to this,
would suggest doing a search for the software and the reviews/ comments/suggestions

rarely is there an off the shelf program that deliveries everything you want and how you want it.
Meaning, you may have to have a custom program made

 

[WildWestDesigns]

Just how much in features are you wanting?

While I'm not a manilla folders and file cabinet kind of guy (prefer digital too much), there are some "bare bones" options along the lines of this, that would take time, but could be setup even without using specialty programs.

However, if you are going for the gusto with features, then I would ask how tech inclined are you? Is it something that you and/or your staff can handle or need someone else to handle it?

I use Dolibarr, self hosted, but they do have it to where you can install it on individual computers. Open sourced, so it's easier to modify if need be. Therefore, it makes it easier not to have to start from scratch and add features as you may need them and ones that may specifically only apply to your operation.

 

[netsol]

Assuming you are running a full service sign shop, I would start with manilla folders and a file cabinet. Once you are doing a couple million a year you should look at project management and CRM software. I like Basecamp.

i've been saving up for a manilla folder, what can i use if the meantime?

 

[Boudica]

i've been saving up for a manilla folder, what can i use if the meantime?

Trello?

 

[Kemik]

Assuming you are running a full service sign shop, I would start with manilla folders and a file cabinet. Once you are doing a couple million a year you should look at project management and CRM software. I like Basecamp.

Can you quote with Basecamp?

 

[Evan Gillette]

Hubspot for CRM and a custom job tracker on alignable