I'm assisting a small HR consultancy in the UK, catering to around 60 clients with a 6-person team. We're in search of a robust SaaS platform to streamline our operations. While we've been using HubSpot for CRM and Xero for billing, we're exploring alternatives to better suit our needs.<p>Key Requirements:<p>- CRM: To manage client relationships effectively.
Billing Integration: Current use is Xero; seamless integration is a must.<p>- Marketing Tools: For campaigns and outreach.<p>- Ticketing System: For handling client queries and support.<p>- Process/Checklist Management: To streamline workflows.<p>- Client Portal: A secure space for tickets, documents, and an LMS.<p>We're looking for a solution ideally tailored for HR consultancies or similar professional services.<p>The aim is to have an integrated system rather than piecing together multiple tools. A solution like Suitedash seemed promising, especially price-wise, but fell short on its ticketing features.<p>Other Considerations:<p>- Scalability for business growth.
- User-friendly for a team with varied tech skills.
- Trial periods for hands-on evaluation.
- Strong support and active user communities.
- Budget is a consideration, and we're also keen on a platform that prioritizes data security and compliance with regulations like GDPR.<p>Has anyone here had success with such a platform or can point towards a solution that ticks these boxes?<p>Thank you in advance for any insights or advice you can provide.