My company is looking to start using the open source CRM program vTiger. We are currently using Vicidial as we are a call centre environment. We would like to integrate the two programs. Take a look at [url removed, login to view] for an example of what we're looking for.
What we need:
Track and schedule callbacks
Sync with Outlook
Attach files as they arrive (PDF,DOC,WAV,XLS, etc)
CSV clean up vs our old lists
A scheduler/pop up for call backs
Steps that change and notify the recipient in our company that there is a task ready for them throughout the sales cycle.
Reporting of sales leads by agent, calls/day, etc.
If you think you are an expert, contact me with your quote and availability. We are looking to get this project going quickly.