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

[luckyjack]

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.

[KellyGrin]

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.

[SpencerTan_189050]

You can try out salesforce it should cater to your needs and is user friendly too

[Kangadrool]

Ask Google. 

[Mesmonter]

It's great that you're looking for a CRM to streamline your service business. SuiteCRM is a solid choice with its multi-user capabilities and user-friendly interface.However, since you're seeking something more tailored, bespoke services could be the way to go. They offer customized solutions to help your business grow efficiently.With bespoke services, you can have a CRM that fits your exact needs, from storing client information to exporting documents. While SuiteCRM is open-source and free, bespoke services can provide a more personalized approach, ensuring you get the features you need without unnecessary complexity.

Edited Monday at 10:06 AM by Mesmonter