My lady is looking for a CRM that would allow her to:


Keeps track of appointments
Invoices
Schedules
Text reminders
I can send forms or questionnaires prior to appointment
Customizable templates (branding documents) invoice, agreements
Keep all employee files categorized or in their own file.

Any recommendations?

happiness is a mediocre standard for a middle class existence - S. Williams

I don't not like you because you have dumb ideas about the world, I don't like you because you have other people's dumb ideas about the world. - Rjcc