Hello, I did search and saw the last post asking this was 5 years ago, so I hope this is okay.

There’s just so many crms

We own a driving school with 12 instructors, so we have around 2000 students a year. We currently use and have been using agile CRM for many years now, but I find it lacklustre for the price (I moved it over from paper cards originally so it was amazing at the time). I would also like to note that we are in Canada.

So I’m looking for a crm that isn’t too expensive but can have unlimited contacts. I don’t really want to delete them, because we have students come back to us asking for a certificate or more lessons years later.

I would like to have it used for 2 users.

I would like to send invoices and payment reminders easily and or automatically.

I would like to document payments better.

I would like to be able to mark students as “complete” when they finish.

Thanks so much for any advice or recommendations!

Oh and as a bonus question, is it possible to integrate one crms contacts into a new one?