The choice of CRM system to track periodic payments?


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Need to pick up a system (preferably with a web interface), which includes:

1. The CRM module features:

— split the transaction into several stages (negotiation, signing contract, etc.)

— to attach documents (as implemented in sugarCRM, for example)

— bill

— base of counterparties

2. Billing module, which is able to remind you of periodic payments. For example, if you invoice the company for 10,000 rubles every 3 months, the system every 3 months to remind you to do it.
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3 Answers

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We chose for ourselves salesforce.com.
They have a powerful and well documented API that allows it to bind to anything.
For example, 1C, and she realizes discharge of online banking.
By two programmers (one for PHP, another 1C-nick) dopilival file and ready.
Other CRMки (for example, which is already know how to do) will be much more expensive than the "file", or if someone already found — prompt clarification to this answer.
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Remember that long ago asked this question :-)
In General, tried a lot of CRM systems and settled on the consideration of three options:
– Completion SugarCRM
– FreeSide
– Development of own CRM system
Design your own too expensive and resource-intensive (and reinvent the wheel to not want again), FreeSide – something between billing and CRM. A bad interface is quite complicated internal structure.
Therefore, the best solution was the revision of SugarCRM for our tasks.
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vTiger provides
— split transaction
— attach documents
— bill
— base of counterparties
module sales order provides for periodic payments. Reminders for this reason flexibly configured
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