Comments on: Workorders, Growth, FreshBooks, and Shopify: Developer’s Update

By: Bradley Saul

Bradley Saul — Sun, 22 Nov 2009 19:34:11 +0000

Yes vote for Mailchimp.

Highrise is simple, though pricey. Salesforce is probably the most powerful but WAY more complicated than most small businesses can manage.

By: Justin Laing

Justin Laing — Mon, 16 Nov 2009 21:02:42 +0000

We do plan to integrate with a couple different CRMs. We haven’t decided exactly which ones but our initial thoughts are: Highrise, SugarCRM, and Sales Force. We are also looking at integrating with MailChimp and Zendesk.
We would like to get some sort of calendaring functionality going at some point. But that might be out further in the future.

By: Bradley Saul

Bradley Saul — Mon, 16 Nov 2009 20:28:16 +0000

Hi ya’ll, Great work!
Regarding the workorder system, it’d be great to have a user friendly scheduling and calendar interface to more easily see what is scheduling on a given day. Plus, a rule to bump the due date of overdue workorders would be cool. Plus, an automated email that automatically sends the customer an email (or text message) when they’re workorder is finished – automated messaging would be a killer feature for other things too like special orders.

My last request: more CRM features or CRM integration. Basically, I’d like a way to have more control over customer data – manage email lists, manage tasks related to customers, etc. Our current workaround is to use the register and create a new item for “tasks”, but it’s pretty sloppy. If you could integrate with Daylite like Lightspeed, you would have the best retail business solution EVER. You’re already pretty close!