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A partial template of what is needed already exists, I need it to be more robust.
I am currently using Excel but would like the process more automated and user friendly. Can send what is currently being used.
Need to create a customer relationship / sales database that can:
1. Allow for creation of a customer database base on company name and allows for multiple contacts.
2. Track a sale from lead to close
3. Allow other sales people to see who is already working with the customer
4. Create detailed reports with variable time frames. i.e. weekly, monthly, date range.
5. Data stored locally and the option to store on server or both. program resides locally.
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