We are working on the design for a custom CRM+Workflow+Order Management/Invoicing application for a service business that is currently using CapsuleCRM, Webmerge, Dropbox, and Quickbooks (online version) in a disjointed fashion. We are trying to integrate everything (except accounting) into one solution but will need some integration with Quickbooks (online version.) We also need:
Tight integration with DropBox for a cusom workflow application based on downloading/uploading documents within a CRM case with certain business rules on which documents to display. This currently also utilized Webmerge to insert web form data onto PDF forms that go into Dropbox.
Ability to use a CC email address to embedd email conversations into CRM cases (this usually a given but I haven’t verified yet if CE does this?)
Ability to design a new dashboard from scratch that has more of a project management feel showing % complete for each open cases based on document workflow status, etc., etc. Very custom.
We were going to write the app from scratch but figured there is so much overlap with existing CRM solutions, why reinvent part of the wheel?
I’ve actually liked what I’ve read so far in various forums about SuiteCRM versus Vtiger and SugarCRM. SugarCRM the community edition doesn’t seem to work with many of the plug ins and the interface is ugly. Vtiger has a better interface but a much smaller community of developers.
Nothing is impossible as far as integration as long as there is an API but we are trying to minimize the amount of code we have to develop and support from scratch. Specifically, it looks to me like unfortunately there isn’t a Quickbooks (online version) connector for SuiteCRM (that I have seen), nor tight Dropbox integration. Is this true? The Dropbox integration would probably be an easy custom mod but the Quickbooks could be a significant endeavor.
Any suggestions from a developers perspective as far as a roadmap to follow are greatly appreciated.