looking for a very specific lead tracking software. i have a form that lists all info that i need. need the ability to have next call alert me on that date along with other calls also. a calendar for appointments would be nice. as i go through the call you will see on the bottom of the form i have to list what i did during that call. that will need to add aline every time i call to show what i did on each call. i am uploading a pdf of the form.
Time sensitive reports will be a necessity. Some sort of backend database will also be necessary. The reports would need to be queried according to date, or string of dates (from X(date) to X(date)).
Also the ability to keep and reopen previous lines of data from the past is also very important.
Please send PM with your bid expressing your capabilities of this sort of project. A demo program would be a plus.