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Which CRM is Right for Me? How to Choose a CRM?


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I'm looking for a software solution that allows me to store information about clients of my service business such as personal details, contact details, related documents etc. It also needs export options (pdf documents or Excel spreadsheets) and backup options.
Now instead of doing an unwieldy spreadsheet (Excel) and related folders of files, I would like something that is multi-user, hosted locally and has a beginner-friendly interface.
Ideally it's completely free and open-source (I realize of course that this can't include any service). To that end, I have installed SuiteCRM on a local VM to test out, but I don't have the experience to know if it's right for my business/needs or if it's too feature-full and unnecessary.
Your input would be appreciated.

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Salesforce is probably the most robust platform and has the ability to scale with growth. You can synchronize it with tons of other tools such as Prospecting Tools , Marketing automation software etc. Plus their customer care service works perfect. We hires specialists from KeynodeSolutions to help us with implementation and ongoing support. I have been working with Salesforce for a few months already and have no complaints at all.

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