CRM for a company in the financial industry

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Sprawdzleasing
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Job description

We need a dedicated simple CRM along with the transfer of the database from the current one.

Technology to be negotiated, can be based on some ready-made solution.

Mainly:

- must maintain a database of 10k to 100k

- adding customers (preferably from the CSO API by TIN)

- adding sales opportunities on customers

- calendar of salesman's work (possibility to add events on sales opportunities like email and phone)

- displaying sales opportunities

- possibly possibility to create reports (not necessarily)

Required functions:

Functionality preliminarily described above