We need some type of database to track our leads and our sales people. We need to know who has which files and how long they have had them. We need to know if the contract got signed or denied. we also want to know the time line of when the lead called in when we set first appointment and when we returned and when we recieved an answer.
We want to be able to pull a list based on geography, type of work, sales person, lead source.
We want a grading system implemented to show our sales staffs productivity based on turn around closing ratio, margin, error, customer satisfaction
Example videos of similar software are at [url removed, login to view] and [url removed, login to view]
We want a programmer that we can work with as we continue to add to and develop this original site
We want to have an icon in the task traythat we can pull up to create new records with out actually needing to be connected to internet- once we submit, it will upload to the web based database.-
We also need a user friendly Dash board and atleast 3 layers of admintrator screens