Write some Software for CRM
- Tila: Closed
- Palkinto: $250
- Vastaanotetut työt: 4
I am looking for a (CRM ?) solution - for a very small outfit (one or two users).
We manage companies / entities - and are looking for a software that will:
(i) get graphic display of investments and holdings; (ii) see who the people involved are + have their information and function; (iii) what the corporate assets are; (iv) log of actions taken (resolutions issued; funds transferred; etc.); (iv) ability to integrate data from a bank accounts and other third parties and to include additional data - so as to produce Balance Sheets; (v) recording of time on each matter; (vi) recording of expenses incurred for each matter / client; (vii) repository of the underlying documents mentioned in the various sections / fields / notes etc.
Probably need open architecture.
If need to build on other programs - should use open programs readily available; not purchased.