Can anyone recommend some good Project Management /Customer relationship Management software- preferably web based (free would be great but not necessary)? I need something where I can create client accounts, use a shared calendar, allocate tasks and something that will be useful for generating custom company documentation from templates and interfacing with contacts in the database. I am trying to come up with some ideas for a small business and bring some clarity to their processes.
PERSONAL experience with the software would be GREATLY appreciated! (As in tried and tested).
Thank you!
I tried a few CRM packages and while the company initially started with one, it was too much of a learning curve for our users. In the end we moved to task management software – Team Task Manager. We use it daily to track projects and tasks, it’s very intuitive – http://www.deskshare.com/team-task-management.aspx
