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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.
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