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CRM software for a brokerage company wanted

IT project from: Mediation organizationProject no. 15/162: finished
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We are a placement company (domestic help and care personnel) and are looking for software to manage customer data.

Requirements for the software:

  • Store and manage addresses
  • Store and manage contract durations
  • Create invoices
  • Manage appointments for individual households (e.g. change of personnel)
  • Store important calls/information
  • Manage a list of birthdays for the people being cared for
  • Store contact persons for each household

If at all possible, the software should run on both Mac and Windows. The software is planned for use at 3 workstations.

Based on the specific requirements, the following solutions can be considered:

TOPIX CRM
Customer Relationship Management

Project statistics

Quantity
Researched solutions 14
Selected potentially relevant solutions (of which published) 8 (1)
Sent e-mails (questions, queries) and telephone calls 32
E-mails received from vendors 8
Direct responses to the IT project 0
Responses classified as relevant 24

Contact the searcher:

The IT project has already been closed.

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