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  • CiviCRM Community Forums (archive) »
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  • General Discussion (please no support requests here!) (Moderator: Michał Mach) »
  • Can Civicrm do this?
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Author Topic: Can Civicrm do this?  (Read 800 times)

mikehd70

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Can Civicrm do this?
April 03, 2012, 05:30:03 am
client asks:
He wants a website with a database for about 20 sales reps
The website must be able to store about 5000 clients full details /
The website must be able to generate on line quotes with invoice numbers allocated to a particular sales rep.
The website must record all conversations with client and sales rep – Sales rep will type in the information with the date and time.
The website must tell the rep when a new scorecard is due to his client
The website must indicate that the client has made payment – this he can type in manually. Not connected to any bank deposit account.
When the rep types in the clients name – it must immediately bring up the full clients details.

to work on Joomla 1.5 or 2.5
the reason i ask is i cant find anything that indicates that it can be done,this software looks like it is designed for voting and collecting money. as right now i have no idea how this software works as there are no samples to see what it does.
thanks

xavier

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Re: Can Civicrm do this?
April 03, 2012, 06:05:17 am
Hi,

There is a demo online. demo.civicrm.oorg

I would look into "for profit" CRMs (sugarcrm or vtiger) that seems to be better suited.

X+

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