Hi, all. Fairly new here. Feeling super frustrated and hoping I get get some ideas as to how to move forward.
Super small business. originally using google sheets and GlideApps as my CRM Solution. Growth minded going into 2024 so wanted to build something that I can integrate with our back end processes easier.
I found SmartSuite and rebuilt my data which is pretty simple - companies, projects, contracts.
I thought Softr was going to be perfect until it wasn't (and yes, I've gone through their helpdesk before this long appeal for help).
My sales team needs search functionality on fields that are lookup or linked fields.
I did not think using linked records and lookup fields would be such an issue since they seem like pretty basic principals of database management.
Can anyone give me ideas on how to get my data presented to my sales team where with these features for under $100 a month for 2 users?
User level access to record level data.
Search by lookup fields/linked records.
Sort/group/filter - grouping particularly would be helpful
A nice easy to access interface, preferably with google sign in access.
My sales team views data, inputs new customers each night, and keeps track of the process until their product is produced.
Thanks in advance. I appreciate it.