Hi,
We are spending a couple of months evaluating Zoho CRM and whilst a lot of the functionality on offer does everything we need it to do there is one major stumbling block we have hit that we cant seem to work around.
We create Work Orders/Contracts from a Potential that details the work we will be undertaking for a client. Within the work order there will be a number of line items that needs to record the following information:
- Description
- Cost Type - either Fixed or Time & Materials
- Charge - this is either a fixed amount or calculated from a number of days and a daily rate
- Contract reference
- % Payable on signing
- % Payable on UAT
We need to be able to easily add a number of these line items, normally no more than about 15, and then have all of the totals calculate automatically.
The Products module seems unable to provide the level of customisation that we need, and I wondered if there were any work arounds that people may have done to overcome similar problems? Alternatively if there are any other Zoho products that could help provide a solution.
We have also looked at the Invoices add-on application but that doesn't seem like it provides much greater flexibility than the standard included in CRM.
This is a big requirement for us so might mean we need to look elsewhere which is a shame as vurtually all of our other requirements are covered.
Thanks