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We are a real estate marketing company that receives inventory of multiple types, from multiple sources that will have to be segregated or tagged by type, class, and owner. This will be displayed on our website via inventory engine. We should then also be able to create "allocations" from a master list and then assign that allocation to a distributor with independent pricing and terms.
Inventory should be able to be bulk imported/exported by spreadsheet or by API / xml so can be received, numbers manipulated and display on our site or someone else's with different parameters.
Think Infusionsoft. Should be user customizable by being able to add record types and fields, create tags. Link records, track relationships, keeps communication history. Keeps a 360 degree view of all activity concerning any given lead, client, account, vendor, sale, sale stage. Commission term by project for contacts that are affiliate agents. ...
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