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a different location.
We need to setup and customize a CRM for sales, marketing and support (including customization, reports & dashboards, workflows, mass mailing, forms development and integration with a local system (we can use jitterbit or mulesoft)
We are evaluating 1) Zoho CRM + Zoho Creator or 2) Sugar CRM
The use of Creator is required since we need to create some web services (besides web-to-lead and web-to-case) so online visitors can get self service to get quotes for parts.
The custom fields, workflow rules and alerts, and connectivity details for the local systems and webservice will be provided.
Only proven expertise resources.
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