Hi I need some assistance to set up Vtiger with outlook plugin. The data will be hosted on my site as well as locally.
There after we need to upload about 800 contacts and relevant emails and documents.
The CRM should be simple to add new leads and convert to "clients". Word documents and emails must be linked to the relevant client in the CRM
The CRM does not have to be Vtiger, but compatible with Outlook 2010.
Please contact me