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Customer Job Management

Interested in peoples opinions on cloud based software. We are looking for a customer package that holds all the standard information on the client i.e. address details etc then the facility to track work that is in progress for the client with all correspondence attached inc documents and emails.

Its not for Sales as such so it does not seem to fit the normal CRM offerings as most of what they do are a waste as it is to track work in progress etc.

Any ideas would be appreciated
1 Solution
Scott Fell, EE MVEDeveloper & EE ModeratorCommented:
I do a lot of custom work in this area and I am not a fan of the way salesforce or oracle's version of sales force track people.  (contacts, accounts, prospects, households that are somewhat disjointed).   But there are ad ons for these.    Outside of that, a good one to check out is https://highrisehq.com/  and some good add ons to highrise https://highrisehq.com/extras.   Otherwise, it is worth looking at salesforce.com  http://www.salesforce.com/sales-cloud/social-accounts-contacts.jsp
grovenetsupportAuthor Commented:
Great input thanks
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