CRM Setup and Customized

This project was awarded to phpwordpressdev for $250 USD.

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Project Budget
$30 - $250 USD
Total Bids
Project Description

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

Track Opens

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

User Friendly

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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