I’m looking to start using aCRM for a service business with highly custom jobs. I don’t need out reach, it’s the inbound customers I want to track better. Right now I have stuff scattered and spend too much time finding contact info, paper notes, photos via text etc.

-inbound is generally phone or email, occasionally text, possibly I could get captures through a website form

-one sales person

-capture and summarize phone calls (testing Quo and it works great as a stand alone)

-turn on recorder and capture in person meetings

-one place to see this customers last contracted date, and all recent communication (email, text, meetings, phone calls)

-integrate with Quickbooks, Gmail, dropbox would be nice too

-reminders or a dashboard to see pipeline, or who I need to follow up on estimates, who I need to get estimates out to, who I’m waiting on photos or other details to prepare my estimate

-once the estimate is approved and I schedule customer I want to keep tracking phone calls bc I can capture changes to the job. we have a lot of scope creep.

-I went through a hubspot sales talk and it seems too expensive ($1k/month) and too many features for me.