Am looking to bring on a partner for the following project:
A full and flexible lead management tool. It must also have integrate customer management in it (CRM). This solution can be built from open-source versions of SugarCRM, vTiger, another open source solution, be custom built or be combination of open source and custom. The full details for this project will be provided to the winner.
You will be creating/customizing and/or installing an admin interface, lead input source (web forms), lead management area for service providers to view distribution / updates. This tool must be flexible and should include the following functionality:
Customers – These would be those who are submitting leads.
Service Provider – These would be the people we are submitting the leads to.
Admin – This would be staff who manage data, leads and customer service.
For this project a customer will be submitting a lead through a form - fields will include basic contact information, price range the customer wants to spend, other criteria via check boxes / radio buttons / string text.
All of this information will be pulled into a database, and assigned in a round robin fashion to our chosen service providers. Would like ability to add some rules to customize distribution (based on price range, closed leads in past, etc.)
For Customers Submitting Leads
Lead input form (3 identical forms - just named different based on source of lead). Form is already built and being utilized currently.
Ability to login into their own page on the site to see their current leads / status of existing leads. Ability to change status of their leads (Active, Pending, Closed, Dead, Delayed). Ability to keep notes for each lead. An area for the service provider to store some email templates that they can use to cut and paste in responding to various leads.
Ability to create and manage autoresponder after initial lead submission by customer.
Must be able to manage leads, view aggregrate lead status (filter by service provider, date range, and some more criteria input in the customer lead form)
Ability to select lead distribution method w/ rules:
1. Round robin
2. If a lead has a certain price range, then include or exclude certian service providers
3. If the lead has specific geography, then include or exclude certain service providers