I've already used InvoiceNinja to issue a few invoices, but am wondering if someone has used on of the other business/CRM apps on Cloudron to good effect. I'm looking at Chatroot, Dolibarr and EspoCRM (not MonicaHQ), and possibly Ghost and Wordpress. I'll be based in Europe, too, but hopefully will have customers around the world.
Basically, I offer various services. So far most of the time the customer doesn't choose a service from a website, but the scope and quote are done via email. The billing is then done through InvoiceNinja. In IN, I've created the requisite service and cost, and generated the invoice. Plus, the customers have all been people I know, thus far.
But, I'm wanting to start offering these more publicly via my site. And I'd like to include details such as potential customers (a pipeline such as SuiteCRM has), and track communications between myself and them.
Can anyone suggest one of these other apps, and a workflow, please? Or, do I have what I need in InvoiceNinja already? Thank you!
You can use Wordpress/Woocommerce + FreeScout with some addons to enhance your workflow.
Woocommerce Integration for FreeScout: https://freescout.net/module/woocommerce/
The integration lets you see billing history of your clients in a sidebar within Freescout.
WP Cost Estimation plugin:
You can use this plugin to create unique forms with the ability to check out directly using Stripe, PayPal, etc..
For example, you add your "products" which in your case would be apps, # of users, etc.. and assign pricing to each option. Then, your client can self-build a package and pay for it.
This is one route. You could look into Chatwoot if you're looking to have live chat, email, and social media messages all in one dashboard.
BTW, you can set up recurring billing from within Stripe's dashboard and skip Invoice Ninja altogether. However, you get more flexibility with IN.