CRM Setup and Customized
This project was awarded to phpwordpressdev for $250 USD.Get free quotes for a project like this
Project Budget$30 - $250 USD
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
[url removed, login to view] those be imported into the CRM and still be
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