CRM help for Events Agency
I run an events agency and am struggling to find a CRM that may work for my business. Truthfully I think what I am looking for, doesn't exist. I have tried a few creative specific ones (dubaso, wedola, boda) and some general ones (hubspot, monday & zoho). For the creative specific ones, I struggle as they are created for specific roles e.g. photographers etc. For the general ones, I struggle with the cost per seat as I only need 1 seat most of the year and a 2 seats during peak periods.
I think part of the reason I am struggling is what my perfect CRM is doesn't exist and what I am looking for is very specific. However I am happy to work with a CRM that may not meet everything if I can reduce my reliance on about 4 spreadsheets and am using googledrive for sharing documents with clients.
I was wondering if anyone had any suggestions , I have noted below my needs/wants.
Needs
- Customer portal where they can view documents. They don't need the ability to edit them but if they can download documents, this would be great
- Lead forms that integrate into the CRM
- Lead Status Tracker
Wants
- Ability to create automations .e.g. follow up emails
- Ability to send customer's messages via the portal and it send them an email with the information. [Bonus points, if they can reply to the email and it appear on the portal.]
- Sales dashboard (ability to pull stats and to also compare against the forecast)
- Ability to add and track contact details for suppliers without adding them as clients.
- Ability to create proposals within the CRM
- Mobile App would be amazing.