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looking for someone to develop a CRM in caspio. must be built in caspio unless its extremely affordable in some other platform.
should be similar to salesforce.com
identify sales leads, put notes in the system about a sales call, allow for a follow up phone call to be scheduled, differnet types of activities scheduled (phone call, client visit, lunch, follow up on order, etc). all notes entered must be date stamped
once a call is made, a follow up call can be calendared. all of these follow ups must appear on a "to do" list that shows up daily for each employee.
user can categorize each potential client - all are law firms so they would designate the type of law/practice area (probably 40+ options)
each contact would be "owned" by an employee and would be a target "A" "B" or "C" target.
each company has its own record. multiple people can be listed at and work for that company. must be able to easily add a contact to that company record. contact info will include b...
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