Much of what I’m outlining already exists in vTiger but may need modified slightly.
This addresses a non-standard real estate verticle.
In short our system has Agents(users) who manage listings(products) and distribute the listings to buyers(customers?). Unlike traditional real estate our ‘buyers’ are a dynamic pool of builders and investors who may purchase properties multiple times from us.
The system should be able to handle multiple territories/states. Agents (users) limited to viewing buyers/leads/listings for their assigned territories, multiple admin levels for overviews and reports.
4 access levels from low to high:
Our buyer pool signs up online (send welcome letter upon subscription with attached listings for territory/communities they are signing up for) to receive listings from our website, or we input them manually from the backend.
Seller prospects can also request information from the internet.
Ability to attached images to listings and maps (our current system uses Yahoo! Maps, Google preferable).
Listings are distributed via email and fax (email - to fax using third party), preference for buyers is selected upon signup.
Listings must have the ability to be sent to buyers grouped by territory preference, geographic region or individually. Listing sends and delivery information must be logged for reporting as well.
Buyers select areas of interest by city/county/state.
Buyers need the ability to unsubscribe from the mailing list and self manage their accounts. Ability to add new towns to select as well as add new towns to existing accounts.
The key issue is integrating the automated emailing list system, possibley with ezmlm, into the existing vTiger structure. Emails need to be sent to buyers based upon their signup preferences for community information on demand or from back end. Email delivery information should be tracked and logged.
May need to modify the relationships between buyer/sellers/products(properties).
Need a static postal mailing list 'Marketing campaign' manager module created to maintain lists for direct mail compaigns, adding, deleting, comparing lists, etc. Setting up follow up direct mail 'ticklers' and document management. Permissions and access based upon territories and access levels.
LAMP environment, based on vTiger 5, modular design to limit changes to base code to facilitate upgrades, full documentation additional module development may be required.