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Setting up a basic CRM to track leads to sales for a Home Improvement company.
We out bound through a predictive dialer (posting info back and forth will be needed, but not to start. At first we will manually enter in leads/potentials from the predictive dialer to whom we are setting up a appointment). Your recommendation of predictive dialer is suggested.
I have looked at Vtiger and SugarCrm. Either of them are fine, if you have another opensource solution, let me know. After viewing both CRM's, and talking to staff at Vtiger, I am confident that most or even all the work will be done through the front end of the CRM. Basically, setting up everything through the admin settings section. I do not see any need to customize any pages thus I don't see any php work needed. If you think that you need to code pages, please let me know what feature is it that must be coded as opposed to using the setup.
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