My client runs a bespoke manufacturing company.
They have a server running SBS 2003 and approx. 10 workstations. Currently they use a few disparate systems to control the workflow of a job from enquiry, to order to the final install.
For Calendar appointments they are using word, for finances - spread sheets and for everything else ACT. I am sure we can automate things here to improve workflow.
An order for them can involve 100’s of suppliers transactions (purchasing screws, fittings & adjustments). The product can go through lots of processes before it reaches the final destination.
The client currently uses ACT 2012, but I assume not to its full potential.
They have contracts, purchase orders, change revisions, project scope changes along the way. A lot of paperwork could be scanned and archived. A job can be complex and involved. What they want to do is link emails, scanned documents, purchase orders, invoices, contracts with one particular customer, one particular job. If the client really utilises ACT to its full potential and capabilities (they have the latest 2013 version and yet to upgrade), do you think ACT can do all this or is there a more capable CRM / software package out there?