This type of software isn't something I know much about, however I've been asked to provide input at work.
Main features we are interested in are typical CRM stuff like client notes, sales forecasts, invoice tracking etc. I assume those features are common.
In addition to this I'd really love if it had a more robust document sharing/storage feature to allow us to create and share relevant information, but still tie to client/job/invoice etc.
Once we have it all up and running, I'd like to be able to quickly find quote, invoice, tools and men actually sent to the job, any manufacturing documents/records etc.
Needs to be cloud based, as this is a distributed organization. No local servers.
So, you folks know more than me, what do I need, and am I asking the right questions?