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Hi IH! I’m looking at providing professional services…

Hi IH!

I’m looking at providing professional services in the cloud space and I’m looking at CRM systems which might provide a client portal for support cases and invoicing (hopefully has some stripe integration and xero would be nice but not 100% required). Invoicing would be specific to a client might be once off or recurring.

I ideally want to use the CRM for tracking new prospects and capturing contact form enquirers and track right though to closing the deal.

Any open source or paid options I should look at?

on July 1, 2019