Custom CRM

  • Status Closed
  • Budget $30 - $250 USD
  • Total Bids 9

Project Description

> We want to load the CRM via email. When the manager emails the form the agent, he will CC the CRM as well.


> The crm will take the lead information, enter it into the CRM and assign the lead to the agent who was the other recipient of the email.


> The CRM will have ADMIN, Manager, and Agent profiles.


> Agents can see their leads only, managers and admin, can see all the leads. Only manager and admins can add leads to the CRM via email or Manually.


> The leads should have place for notes and status updates by the agents with time stamps for every entry.


> The CRM will need to be searchable and provide reports including the ability to export via excel for any given time period.

Needs custimizable despozitions.

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