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I'm looking to develop a web-based Client Management Interface, combining the features of SugarCRM and WHMCS Client Area, but to be used in a non-I.T or sales environment. I prefer it to be in PHP format, that can be installed in a directory on the server. It will basically, enable me to manage clients and professionals providing services to clients. It should have 5 levels of user access - Client, Technician, Supervisor, Manager and Administrator - with each one having configurable feature access levels (other than Administrator, with all access). Access levels are View, Add, Edit, Delete. Required features: Calendar of client appointments Profile for each user (including access level/ user type) Secondary contact details for each Client profile Notes from Client appointment (entered by Technician) Notes from Technician appraisal (entered by Supervisor) Emails received from client and stored under client account (smtp capable) Client Invoices (payment via PayPal with automatic conf...
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