I run a construction estimating/supplementing company with about 7-10 total clients and would really like to scale, but the disorganization from the lack of a CRM has started to make my life difficult.

I’ve been desperately trying to find a new CRM that will help me with Project Management and there are a few different things that I need it to perform.

I’ve been looking for something that offers two way Quickbooks integration, unlimited users, and an easy to follow UI.

I looked into SuiteDash but the learning curve was a little too steep and I unfortunately don’t have the time to train my contractors, as well as employees how to use it in a timely manner.

My workflow goal was to have my clients create a job, add all of the documents, contracts, photos, or other information needed and then push a request for work over to me, where I can then divy up the projects to my employees and the client who created the job/project can follow our progress throughout its life so that they are constantly updated/informed at all times. I’d like for it to be able to send emails and receive emails and for me to have the ability to send invoices & receive payments (with the above mentioned Quickbooks integration).

I apologize for the long post, but I’m desperate to find a good fit with how many options are out there. Would anyone have any recommendations?