View Full Version : crm & pos?

11-06-2007, 07:15 AM

I'm expanding my home-based business to a store-front and I'm hiring two full-time technicians. I've been searching for some sort of software to integrate with Quickbooks that will help manage work orders, invoices, and dispatching so I can reduce as much paper work as possible. I want the ability to assign work orders for in-store or on-site jobs, while letting the technicians access the data and accept payments remotely via laptop and cellular card. I also need a POS software that will integrate with everything above.

From prior experience in business management, paper work was constantly inconsistent between different software/databases and hard copies. Inconsistency was not only the problem, double-data entry and lost paper work was a big nightmare. Also, with my limited time being in the store, I want everything to be accurate and easier for my techs while I'm away. So, any ideas from you guys would be a BIG HELP to me at this moment.


11-06-2007, 04:09 PM

Thats a good list to look at. It lists http://www.legrandcrm.com/ . Which seems to be the CRM side of what your looking for.

For the POS side of things there is Quickbooks Point Of Sale. Directly from Intuit?

11-19-2007, 08:04 PM
I found a software called TigerPaw CRM+ (tigerpawsoftware.com) and was wondering if you guys think it is worth spending ~2700 for a 3 user license on this software.

11-19-2007, 08:37 PM
Ive dealt with a couple places that used it. From what I can tell its good software, and its got good support.

11-20-2007, 05:44 PM
Check out Sugar CRM (http://www.sugarforge.org/)

You can start with Open Source or buy to get more features. Also, I noticed their is an user add-on for QuickBooks. I think POS for QuickBooks is the way to go for the POS portion.