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Small web design Agency CRM, Gmail, Trello, ticket system solution. Any idea
This is currently our solution.

Gsuite for Google Drive/docs
Gsuite for email Gmail
Google calendar
Kostanay forum Kazakhstan CRM for customer relationship management was held. Invoices, quotes, opportunities, leads, etc. - with expensive licenses for each user
Jira for project management
Hangouts for calls, chats, etc. in our remote team
Wave app for invoicing
We find that all these tools have limitations, and we need something to make the internal cogs work much smoother. To do this, we need control over the entire code. Here is what we would like and I hope you could help.

Gmail for email, but must work via CRM
Gsuite for Google docs but should work via CRM
Syncing invoices and quotes from CRM to WaveApp
Almost all of the above, I'm sure there is some plugin for connecting everything and Xapier for connecting and syncing invoices, but what we need most today is a project management tool that is in the Kanban layout.

We are a small Agency, so we work on several projects at the same time. What we need is to have a project for each client, but in a Kanban layout. vTiger does this, but it's very slow compared to Trello or Jira. Jira we've moved to where we could create a filter that pulls all the cards into one Board so we can have a broad overview of all our projects, but it's a massive tool with a super steep learning curve, and their support is very slow.

I would really appreciate any input on this. We've done CRM moves in the past, and I know what a nightmare it is. So before we take this step, I would like to do all the homework before we make a final decision.
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harrydavidson701l3 - Well, if you wish, I can give you some feedback from the companies I received as advice. After thorough research and analyzing different services I got the idea that the best company to create a website was the one whose site gave me the first good impression like the one here https://www.gsquared.com.au/ecommerce-website-design-development/ , and their site, by the way, is super. As you may not know, website visitors can form an opinion on a website as quickly as 0.05 seconds. I would advise you to visit the website to form yours. I can assure you beforehand that you will be amazed as well as I was very impressed with their creativity and their willingness to provide several options for our company brand.
3 years, 5 months ago
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edlaurens - My friend was just looking for this information. Thanks
3 years, 5 months ago
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courtney2 - Hello, thanks for sharing this information with us. By the way, if you are interested in reading business plans for the investor then you can visit ogscapital.com/business-plan/business-plan-for-investors/ here to read those plans which will help you a lot.
3 years, 5 months ago
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milania - The methods of optimizing business processes may be different, depending on the solution of the detected problems. Optimization is directed to the implementation of the set goals and contains activities, as well as tools, such as this one https://www.airslate.com/workflow/document/4353854-make-nys-form-dtf-802-create-slate-bot , that eliminate the detected problems. These may include: issues of interfacing changed technologies, changed operating systems, too many levels of control, downtime, unused capacity, duplication of work tasks, errors in the transmission of information, loss of information, errors in documentation, etc.
3 years, 2 months ago
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milania - I think that custom solutions are most suitable for you, ideally it is to use products with source code and make it much better for your tasks. I am currently considering a variant of this dashboard for one company https://www.akveo.com/templates/fleet-management-dashboard to make a unique and cool solution for their needs
3 years, 1 month ago
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denial - Thank you for this question, I think it all depends on your business needs. But I think that you will simply need a CRM system in order to better control your business. Things like https://www.crsinfosolutions.com/salesforce-training-online/ should help you learn one of the product examples on the market so you can better integrate it into your business.
1 year, 5 months ago
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