Suggestion for Business !

Hello,

I have small company my colleague and I.

I'm looking a platform/cms free or payment where I manage client and work with my co-worker.

Generally this is the process.

I receive email > share on trello request with my colleague > decide price > send email to clieint with quotation> if client accept i generate invoice > client payment > start work


It's not that simple, because client send me a lots of email, often I don't contact anymore or lost name or email contact. .

With my colleague I talk on trello but isn't enough because usually in a job there is a lot of task and in discussion some task lost.

With client I use email, but it's not good because send a lot of email and it's difficult manage all request.

It's exist a platform who has all this request?

I know it's a lot of features

 

I receive email > share on trello request with my colleague > decide price > send email to clieint with quotation> if client accept i generate invoice > client payment > start work
+1

 

You can solve this simply by using project management software. You can opt for open source project management software. We're currently using Bitrix24. It's free. You can do all sorts of stuffs there. Like chat in real time (with your colleague and your clients). Create, keep track and share documents. Mark down important deadlines on calendar. Sync Google Drive. etc. It's functional both on desktop and mobile (Windows, Mac, Android).