Hi,
Hope you are having wonderful day,
I have gone through your requirements thoroughly and from what I understand is that you want to Web application Platform. We'd be glad to take this up for you.
We also have just launched a cloud based Web Application recently already having signed up over 20 agencies and doing quite well.
Has all the bells and whistles that you need to drive your business and helped different agencies automate the Customer management relationship process and experience in turn helping them to achieve more sales and closures and get more small-high net worth customers.
This solution has many of the features and functions like upload function for documents- PDFs, images, Gmail Integration, Notes Section etc.
I would really appreciate, if you please initiate a conversation with us to take this discussion further and involve us in your vision.
Thanks & Regards,
TOPS Technologies_VD