I would like to either create from scratch, or build off of an already made platform, an online software or system that to me would be the ultimate organization solution for my small business, that would have everything that I need for running my business, managing my clients and organizing all my contacts, and managing my projects all in one place. Right now I am using lots of different softwares/systems that each have one thing that I want but I have yet to find one that has everything all in one place. Ideally that system would have all, or most of the following capabilities: 1. **Ability to store and organize** **contacts and clients,** with an easy searchable database *(such as ACT! or SalesForce*); 2. A **Client Relationship Management** system capabilitites with the ability to manage clients, store their related documents, forms and info, schedule appointments with a Calendar Scheduler *(like "Coach's Console" or "Client Compass");* 3. **Ability to set up Autoresponders** and send automated emails & newsletters *(like Constant Contact)*; **4. Ability to manage and track Online Invoicing & Accounting** - create & send invoices to clients, accept Paypal & Credit Cards, keep track of finances & accounting *(like Quicken or Freshbooks)*; **5. An Online Project Management software** - ability to manage and track progress of Projects & related tasks, To-Do lists, and see snapshot view of current projects with visual charts or graphs illustrating status *(like Project [url removed, login to view] or Basecamp)*
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I want an easy to use and navigate interface and efficient system that will help me keep my business, contacts, clients and projects organized and consolidated in one central location, and have the system be as efficient and streamlined as possible and automate a lot of my tasks, so I can free up more of my time and focus on getting more business and money! I am hoping that someone will be able to help me bring these parts and capabilities together in a software that fits my vision. Thank you!