Hey, im looking for a simple lead management online software.
Already tried all the common options vTiger, SugarCRM and paid ones, they are not reliable for what i want and for the dumb salespeople.
It seems to me that ill have to get it coded.
Right now im using Interspire Email Marketer as lead management, if i knew how to make these changes then i wouldnt need a new app developed.
Anyways this is exactly what the software needs to do:
Lead comes in (4 to 10 fields) from a web form into the system and then the salespeople have to take notes on them. The notes or event types are: phonecall1, phonecall2, phonecall3, phonecall4, note, sold.
They also need a calendar-reminder feature to set the reminders for the next call to be made and they will get notifications, all inside the app.
There should also be a variable for every lead called STATUS: contact, opportunity, sold, and the salespeople have to change it to "Opportunity" everytime they make an appointment with the given lead, or "sold" when the lead closes. "contact" is the lead by default.
Finally, if the lead doesnt have any note logged in it needs to be in RED, so the salespeople can visually know they have to call it ASAP.
And when the lead has Status: Opportunity it needs to be in GREEN
Thats basically all i need.
If anyone can give me any suggestion or even a quote to get it done, dont hesitate to PM me.
Thanks for all.
Already tried all the common options vTiger, SugarCRM and paid ones, they are not reliable for what i want and for the dumb salespeople.
It seems to me that ill have to get it coded.
Right now im using Interspire Email Marketer as lead management, if i knew how to make these changes then i wouldnt need a new app developed.
Anyways this is exactly what the software needs to do:
Lead comes in (4 to 10 fields) from a web form into the system and then the salespeople have to take notes on them. The notes or event types are: phonecall1, phonecall2, phonecall3, phonecall4, note, sold.
They also need a calendar-reminder feature to set the reminders for the next call to be made and they will get notifications, all inside the app.
There should also be a variable for every lead called STATUS: contact, opportunity, sold, and the salespeople have to change it to "Opportunity" everytime they make an appointment with the given lead, or "sold" when the lead closes. "contact" is the lead by default.
Finally, if the lead doesnt have any note logged in it needs to be in RED, so the salespeople can visually know they have to call it ASAP.
And when the lead has Status: Opportunity it needs to be in GREEN
Thats basically all i need.
If anyone can give me any suggestion or even a quote to get it done, dont hesitate to PM me.
Thanks for all.
