I have a huge Web Application build using AngularJS/Laravel4 application.
This application already has customers management, but we would like to add a new section that has CRM functionalities.
Current registrea are abour actual customers, while we want to add the "classic" management of new leads, until the become customers.
Instead of reinvent the wheel, we seek for consultancy form someone who can suggest us a template for CRM functionalities anc that can later integrate it in our system.
Attached you can find two screenshot of our system so that you can check the layout, that it is quite classis.
Current project it is just for consultancy, later we'll discuss about actual integration and price for that.
Basic functionallities we expect from CRM are:
-Lead creation from external sources via some API (for example from a form on public website)
-Lead filter by status, fields and custom fields
-Activity log and comments for each lead
-Task connected to leads (make call, send email, and so on)
-Say, lead transformation to actual customer