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Suggest a CRM plugin/app for the needs below

Hi,

My company wants to track the customer contracts with dates and all necessary fields like reach out date and links to the actual contract files.

Have the list of passwords where necessary, not sure if it should be Jira, maybe a password manager would resolve this.

Have the contacts for all partners and customers, this needs to be in Jira.

What are your suggestions?

Nice UI and not expensive please 

2 answers

1 accepted

According to our needs I decided to create my own solution using the project templates

0 votes

Hi,

Regardless of what you choose, I'd suggest starting by compiling a list of your requirements for your way of working, and which parts are already filled in by which tool.

It usually tends to be a mix of tools to it the way that works an organization, because you might be limited by one tool or the other. 

We do offer a tool that might suit (part of) your needs: Atlas CRM 

Hope you find something that works for you!

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