- Original Poster
- #1
Hi all
Being a brand new start up, I'm not ready to run a CRM system yet, and I'm using FreeAgent accounts package. I'm looking for a way to be able to manage my products and services list, and store the cost price, with a markup or some other calculation to get the sales price that I can then use to create a quotation. Should I look at CRM packages (and which one), or should I switch to something like xero accounting? Would be interested to know how others are doing this. My company is professional services, so mostly around consulting. Thanks in advance
Being a brand new start up, I'm not ready to run a CRM system yet, and I'm using FreeAgent accounts package. I'm looking for a way to be able to manage my products and services list, and store the cost price, with a markup or some other calculation to get the sales price that I can then use to create a quotation. Should I look at CRM packages (and which one), or should I switch to something like xero accounting? Would be interested to know how others are doing this. My company is professional services, so mostly around consulting. Thanks in advance
