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Jan 17, 2012 7:09 pm

I'm going indy in 3-4 months and am beginning to look at software packages.  Seems to be a lot of options.  Are there any decent turnkey products out there?  It seems like it is one program for CRM, another for client reporting and yet another for financial planning.  Doesn't anyone make a "one stop shop"?  What are you guys using?

Jan 17, 2012 8:13 pm

My b/d uses an inhouse CRM program.  It works pretty well and is based on the salesforce platform.  Since it's included in my tech. costs I utilize just that.  I have heard of other people using redtail and really being impressed by it. 

Jan 18, 2012 11:55 pm

Thatnks - I've done a RedTail demo and it looks great, but it doesn't do any planning or performance reporting.  It seems like somebody would make a "indy in a box" software that combines CRM with aggregation, planning, and reporting instead of having to use at least 3 different packages and hope they integrate.