Our business is currently already using a CRM, however there are a few features that are not part of the current CRM and I need a new CRM done. A custom one.
It should have the below features:
Automated daily task reports sent to the manager.
Live timer - timed tasks for timebilling.
Auto prefill forms based on mail merge feature or something similar.
Auto email notifications and custom email notification.
Appointments booking system
A File depository for access to policy documents in PDF format from the CRM.
RSS feeds link.
and a few standard minor features here and there, shall provide more details upon request.