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CRM Setup and Customizing

Discussion in 'General Business' started by wlthplan, Nov 29, 2012.

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  1. #1
    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
    links.Can those be imported into the CRM and still be
    click-able?
     
    wlthplan, Nov 29, 2012 IP
  2. sindhu_prompt

    sindhu_prompt Greenhorn

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    #2
    Yes, We can Do this.

    Kindly consider my PM sent to you. And Add me on skype: mahekshah1986 and we move ahead from this.

    Lets discuss this opportunity.

    Thanks,
    Mahek Shah
     
    sindhu_prompt, Dec 10, 2012 IP
  3. john5607

    john5607 Peon

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    #3
    What i really think is that its not the so deep story about the crm....i have searched in google about the crm site and found that

    http://www.crmmasterkey.net/ Is the most effect i have ever found for CRM./... Everyone Must Try
     
    john5607, Dec 26, 2012 IP