Tech Advice or Consultant

[Andrew L.]

Hi -

I've recently inherited (or what amounts to inherited) a small fix/flip & wholesaling business that consists of a website where users enter property, situation and contact details which populates jotform and through zapier feeds a CRM.  The person then gets called and qualed and so it begins.

I am reasonably tech savvy but not as much in this realm (not yet I guess) and nobody end to end owns the process.  Additionally the CRM has to be one of the buggiest pieces of software with the absolute worst support Ive seen in my adult life, so I wont name them here.  While I understand that I come from a fairly long and hardened institutional background, I am absolutely astonished by their apparent commercial success.  This is what passes I guess.

Anyone have ideas for better integration/workflow and/or rec.s for a CRM?  I have been through numerous CRM reviews but many seem to be affiliate/promotions in disguise or at least lack objective comparative context.  I thought perhaps a consulting service would introduce some measure of impartiality since its ostensibly an open architecture/'free to choose' environment.  As well, in order to properly scale I would prefer someone with more proficience here to at least look at what we are doing and spitball a few suggestions.

Thanks so much in advance and apologies if I haven't found a prior relevant answer in the forums I believe I have checked though.  Feel free to DM too