Advertising and film technology service provider seeks project management with CRM

We are a service provider in the field of advertising and film technology - with an agency character - with 80% office-based and 20% field-based staff, and we are looking for a “small” project solution with CRM.

We have the following requirements for the software:

Transparency of:

• Agreements
• Special prices
• Depending on the project
• Discounts
• Depending on the product
• Calculation
• Price lists
• Integration of email correspondence
• Project-related emails flow into the project
• and are visible to 4 users
• A transparent history is created
• Possibly horizontal timelines
• Company chat

Invoicing:

• Quotes
• Delivery notes
• Outgoing invoices
• Dunning
• Accounting preparation:
• Goods receipt invoices
• Operating cost invoices
• Open Item management
• Cash book
• Record incoming and outgoing payments (when, where paid)
• DATEV interface (for transfer to the tax advisor for further processing)
• Integration of VoIP, virtual telephone system

We would like a SaaS solution with a modern interface - compatible with MS Windows and Apple.

Four users with billing access and three users as time recorders and CRM address users are planned for software workstations, including mobile use.