We need a Web based crm for a middle level law firm. We are expanding, so the crm must be multitenant.
We need attorneys gain a clear and complete picture of clients, contacts and matters so they can take full advantage of professional and personal relationships, and referrals.
-Appointments
* Drag and drop appointments
* Double booking capabilities
* Online hosting: view your schedule from anywhere, anytime
Maximize your client and customer relationships
* Capture and share client and contact information within the firm
* Get a complete view of all interaction with a client or contact
* Communicate with clients and contacts on an ongoing basis
* Gain complete client level security
Email / Calendar / Task Integration
* Automatically associate all email correspondence to Matters/Cases
* Associate meetings on your calendar with clients, contacts and matters
* Associate tasks on your calendar with clients, contacts and matters
* Information is automatically stored in both your email / calendar and the CRM
* Works with both Microsoft Outlook and IBM Lotus Notes
Make all CRM information available on your mobile device
* Access and update contacts, tasks, and status information available anytime, anywhere on your Blackberry smartphone, Windows Mobile and soon, iPhone.
* Works both in and out of cellular coverage
* Quickly resolve and document issues immediately from your mobile device
Effectively manage documents
* Generate MS Word documents and other materials using custom templates.
* Easily track and store electronic documents associated with specific clients and matters
* Easily see the history of all documents created for a client or matter
Highly configurable and easy to use
* Create custom fields anywhere VIA drag and drop
* Create custom business logic VIA the integrated automation engine
* User-friendly features and interface
* Minimal learning curve
Other Functions:
-Multitenant
-Customizable(new modules will be integrated in future)
-Multilevel login(eg. admin, support, sales...etc)
-Help Contents for the crm
-Data Back Up
-Networking
-Export Data
-Reports
Only experienced programmers need to apply. Will need sample works before [login to view URL] the project to be finished as quickly as possible..Also we need the crm to be very robust.
Just see the below urls to have a look at the functions we need
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