mikkelbreum
-
12 votesmikkelbreum
gave this 3 votes
·
-
3 votesmikkelbreum
shared this idea and gave it 3 votes
·
-
2 votesdeclined ·
AdminTactile CRM
(Admin, omelett.es)
responded
Files are attached in the system when they are received via the dropbox. We removed attachments from the files box so we won’t be adding them back.
mikkelbreum
shared this idea and gave it 2 votes
·
-
9 votesmikkelbreum
commented
·
I agree, FreeAgent Central is one of the best SaaS accounting/invoicing services I've tried (and it works great for european users). I became a customer with JavelinCRM (now capsuleCRM) because they integrate with FA (found out about them from the FA settings page.) Tactile seems like a better CRM for my needs, but the major drawback is that it does not integrate with FA (and not with MailChimp).. I vote..
mikkelbreum
gave this 1 vote
·
-
28 votesmikkelbreum
gave this 1 vote
·
To me cases is essential. First you get opportunities, but then you win the job, and still need to keep track of tasks and resources. Add 'Cases'. A case is a project representing an active client-project, around which you need to group notes, mails, files, to-do's, events, etc.. It's just so essential I can't understand why its not there.. is CRM only a tool you use in the phase before you 'win' a job?