Looking for a CRM type plugin

Hello,

I’m starting a local business for security and I need certain features inside of a CRM or any other plugin so that I can manage my customers and everything through my website. the features I need are:

1. Invoicing, option for a scheduled auto invoice on a monthly basis.
2. Ability to add customers profile to include their name, address, service im providing to them and other basic fields
3. Ability to assign contract start/end time and for it to notify me via email or other forms when the contract is near end etc..

• This topic was modified 6 years, 7 months ago by Steven Stern (sterndata).