I am looking for a CRM system for a small (approx. 15 users) company based in South Africa. Apart from the standard CRM functionality, I would like to be able to send SMSs and emails (not necessarily globally, but targeted depending on various criteria). I would like the CRM system (ideally) to be able to integrate into Helpdesk software and, ultimately, an ERP system.
I’m flexible as to the Helpdesk software (and am open to recommendations). The current ERP system is Pastel Accounts. I have been looking at Open Source ERP software (again, any recommendations would be appreciated) but we already have (and know how to use) Pastel.
I used Sugar CRM about 10 years ago, which is what led me here.
As this is “early days”, we haven’t made any decisions yet about platforms (Windows or Linux) or whether to host it ourselves or not.
Any advice would be appreciated!
Thank You