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Hello, goons. I come to you because we seriously need a solution. My wife runs a small business (like 50 people) which does service of process and other legal document things. Her parents started the business back in the 80s, and for a couple of decades they've been using a very modified version of filemaker pro as the only database for the company. Unfortunately, the system is terribly slow (since everything runs off a server at the central headquarters, no matter where in the country employees are accessing it, and because every time you pull up a record it tries to reload the entire database, among other reasons.) Nevermind that the interface is garbage, support from filemaker is non-existent, and a zillion other little issues. Soooooo what we need is a new database solution, but we're not sure where to turn. Abilities we need: - Customer-facing portal for clients to request services as individual work orders, including the uploading of document files - Ability for workers to interface with those work orders using a large number of custom fields, including via mobile device through a simple app, with data entry tracking (essentially, who entered what when) - Ability to create internal documents (not client generated) for internal processes - Ability to automate customer communication as various stages of the work order are completed. - Work order -> billing integration - Cloud based - Cost effective My first thought was Salesforce, but I don't have any experience using those products in this particular application. Other systems that I work with aren't really applicable, as they either have revenue models that won't work for this business (outsourced document creation with a fee per submission) or they're super old tech that won't do anything that we want anyway. Any ideas are super helpful here, as a major new client has just been picked up and filemaker can't even figure out how to code a request form. Ugh. Thanks!
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Jul 3, 2019 06:03
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PC windows 10 across the company.
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Jul 3, 2019 07:43
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No budget established yet, but it's still basically a mom and pop style business despite offices in multiple cities and a bunch of employees. A four figure solution as mentioned above is probably the most realistic.
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Jul 7, 2019 15:35
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