You have chosen to sponsor your bid up to a maximum amount of .
I need someone to set up a CRM for us. I don't care what
Software you use: VTiger, Sugar, etc.
If you have a better solution, then great.
It must be able to Do
***Emailing from within the CRM
***With Mail Merge fields in the letters
Add tasks, To-do, and Notes to contact
Import leads in CSV and or xl format
Add multiple users
Be able to limit functions of users
Add unlimited Custom fields
Layout must be User friendly.
PS. Some of the fields in my excel spreadsheet are click-able
links.Can those be imported into the CRM and still be