from Hacker News

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.

Key Requirements:

- CRM: To manage client relationships effectively. Billing Integration: Current use is Xero; seamless integration is a must.

- Marketing Tools: For campaigns and outreach.

- Ticketing System: For handling client queries and support.

- Process/Checklist Management: To streamline workflows.

- Client Portal: A secure space for tickets, documents, and an LMS.

We're looking for a solution ideally tailored for HR consultancies or similar professional services.

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.

Other Considerations:

- 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.

Has anyone here had success with such a platform or can point towards a solution that ticks these boxes?

Thank you in advance for any insights or advice you can provide.