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We are a company in China that makes custom products for consumers and businesses in the US.
Here is what we need vTiger to do for us:
- Receive customer information (leads) from various existing websites for various products. All of these sites are built on wordpress/PHP
- Allow sales people to send Quotes using a quote tool that we’ve developed in PHP for each product. Can we use Price Books instead?
- Create a few custom areas using the existing framework. One would be ARTISTS and the other is FACTORIES. I think Products/Vendors has much of the functions required.
- Set up a workflow where after the customer is sent a QUOTE (from a lead) the item is then moved to the ARTIST area to create a mockup.
- Once the mockup is approved and payment is received either via an automated process or manual process the mockup is moved to the FACTORY area for the factory to create a sample (which they will upload later).
- Customer Area which ties their mockups, samples and order histo...
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