I looking to get a basic CRM made for contractors that would be hosted online. The purpose is to allow us to take a lead, enter it into our system and assign to sales person on their calendar, track the sales process and our employees to make sure estimate is created, follow up is made, deal is closed, scheduling job, and collecting money on job, final follow up with customer, and create notifications and reminders to contact customers at a later time for more work. I want to be able to create email templates that I can enter in to go out between stages based on set amount of days. Emails would be used to tell customer when they will be meeting with sales men, email telling customer we mailed contract, email asking for sale, email telling them when we are starting job, email thanking customer for hiring us. I need to be able to create these, add amount of days, and attach to process.
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