All-in-One Software for Small Business

aasimenator

aasimenator

MCITP 2008
Reseller
Level H
I am looking for a software that does the following.

1. Project Management
2. Customer / Opportunities Management.
3. Integrate with Email / Exchange Account, if possible should have a self sufficient Mail client inbuilt.
4. Calendar, Tasks & To-Do.
5. Helpdesk, Service Requests, Knowledge base etc.
6. Asset Management: Scan Network and get system information. (using agent/not)
7. Invoicing, Billing & accounts.
8. Time Tracker, Expenses & Estimates
9. Document Library
10. Reports

Basically it has to be all under one hood, don't care if its cloud based / local installation, as long as it can fulfill the about requirements. I already have separate softwares that does each of those items separately but i am now looking for one that has all of it and if it even exists.

Thanks in advance
 
I doubt you will get a one stop solution for all you have listed. Try researching CRM's available and the pros and cons of each and pricing.
Salesforce is great but expensive.
Google apps and 3rd party apps from google apps marketplace are very popular thesedays.

One advice I can give you - CRM's can either help you a lot or will be a pain in the butt. Go for free trials of all these softwares and see if any one is up to your requirements.
 
The issue is no matter how much hard I try i always end up not entering an event / task in one of the softwares... hence I am looking for all in one solution.

E.g. I updated Windows today, I made that entry in service desk, and created the event.. but I forgot to enter billing for that time :( these things happen when you have to do and manage a lot of different things throughout the day entering those details everytime you even refresh is a task in itself and the most difficult to do.

So yes I have looking into CRM softwares vTiger, MS CRM, Insightly and even saleforce, none of them are easy to use / manage / maintain and doesn't give all those features.

Currently I am using the following softwares

1. Insightly for CRM stuff.
2. Outlook 2013 for Emails
3. Freshbooks for Invoicing & time Management
4. Google Docs for obviously documents & data.
5. Spiceworks for asset management, helpdesk, system events etc.
 
I suggest you look into Latitude project management software. As it has most of what you require: client-project management modules, exchange/email integration, timesheet calendar, multiple tasks for projects, todo-notes, file attachments, quotes, invoices, project estimation/scheduling and reports. You may find their helpdesk very responsive and the software KB very useful.
 
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