I propose to create an advanced lead generation pipeline database using the platform called Airtable. This database/application will consist of the following features:
- Tables: Contacts, Accounts, Opportunities, Activities, Sales Reps, Sales Managers, etc.
- Attachments
- Email template area
- Forms to enter new contacts and opportunities
- Various views, including what steps need to be taken next with each opportunity
- Calendar
- Basic reports
- Social media fields
- Kanban view of opportunities
Advanced features:
- Email connectivity
- Notifications/alerts
- Zapier functions
- Etc.
Please let me know what exactly you need. How many users will there be? Some of the advanced and external app connectivity features may call for extra time and money.