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New CRM Needed - Suggestions, Recommendations etc.

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Hi all,

So after several years with the existing CRM (ACT) that "came with the business" when I took over I have decided it is now time to replace it. In saying that there seems to be A LOT out there nowadays and as a move like this involves the foundation of the business from one platform to another I really don't want to do it again.

At the moment I have fallen back to a number of shared spreadsheets, Xero and ACT to try and capture information that cant be captured in a single application (or too difficult to do in a small team)

So we are completely Xero based for Accounting, Invoicing etc. so integration or linking with Xero would be a nice to have but far from a requirement.

If I was to come up with a list I guess we would need:

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Preferably a SaaS based CRM

Ability to have a "service" module addon (for Techs)

Integration to Xero would be nice but not a requirement

Highly customisable but not so much that it requires 3rd party to constantly update and maintain

Easy to setup and import existing data (still to be cleaned)

Local and homegrown; however if international then something that has local guru's who can be called on for support services etc

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Has anyone perhaps recently done, consulted or even "sold" a CRM solution that may be able to point me in the right direction?


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