As small B2B-Retailer it is time for a CRM. But I'm looking for one with an e-commerce option. I.e. approved clients can order directly, based on their customer group with different prices and taxes. Billing and payment should, of course, be included. But main focus is still the CRM, dealing with leads and customers.
I have tested Odoo: too many modules needed, thus too expensive. Orocommerce could be something I search for, but hosting seems complicated and expensive. You see pricing is also an important factor ... Found some promising apps that charge $100/month or much more. This is not profitable for now.
Any ideas appreciated, thanks in advance. Best, Chris
If $100/month is too much, then likely this business is in to early a life cycle stage to justify a CRM.
My suggestion is you use https://Drip.com which starts at $50/month.
You can review ConvergeHub which is primarily for Small and Medium business offering Sales, Marketing, Service and Billing and is priced ideally for this segment. You can use Zapier integration to connect to your eCommerce platform and get everything organized in one place.
I really enjoy PipeDrive specifically for organization purposes and implementation of leads. Some of the functionality that you requested isn't present though, so it might not be your ideal fit. It would be great for your sales agents though, if you have any. Goodluck on your search! :) - Louis Coniglio