CRM PROJECT

We are looking to develop a CRM & OMS (Order Management) cloud software to be accessed by multiple users. Admin can limit or block what changes users can make Ability to add new fields and delete fields Can export customer data to excel CRM which Admin create users and users can login to their "DashBoard" and also input customer information Users will be attached to sales that each user will make and will input customer data on a weekly basis which will be timestamped Users will have the ability to upload (customer contracts) pdfs Users Profile should have fields for ,………. FIELD NAME “User Name first name) FIELD NAME “User Name last name” FIELD NAME “Sales ID” FIELD NAME “phone number” FIELD NAME “email address 1” FIELD NAME “email address 2” FIELD NAME “Home address” FIELD NAME “City” FIELD NAME “State” FIELD NAME “Zip” FIELD NAME “Loan” (saved and stored each week as a ledger by accounting or admin want to be able to give admin privileges for this field with rolling total weekly ) FIELD NAME “Weekly Compensation” (saved and stored each week as a ledger by accounting or admin want to be able to give admin privileges for this field with rolling total weekly ) All users will have the ability to add customers and add notes and update the “INSTALLED” Y/N (yes or no option) for customers Customer Profile should have fields for…….. FIELD NAME “Client Name” (Drop Down box the ability to add new clients to field in the admin panel) FIELD NAME “Product Sold” (Internet, TV, Phone, Security….. have the ability to add products in the admin panel) FIELD NAME “Product Sold” (Internet, TV, Phone, Security….. have the ability to add products in the admin panel) FIELD NAME “Product Sold” (Internet, TV, Phone, Security….. have the ability to add products in the admin panel) FIELD NAME “Product Sold” (Internet, TV, Phone, Security….. have the ability to add products in the admin panel) FIELD NAME “INSTALLED” Y/N (yes or no option) FIELD NAME “Date Sold” FIELD NAME “Date Installed” FIELD NAME “Week ending” FIELD NAME “Sales Rep ID” who sold customer, FIELD NAME “First Name”, (Rep who sold the customer) FIELD NAME “Last Name”, (Rep who sold the customer) FIELD NAME “Account Number” FIELD NAME “Work Order Number” FIELD NAME “Customer Name” (First name) FIELD NAME “Customer Name” (Last name) FIELD NAME “Customer address #” FIELD NAME “Customer Street” FIELD NAME “City” FIELD NAME “State” FIELD NAME “Zip” FIELD NAME “Notes” (Place notes on customer account ability to timestamp notes as well as the name of the logged in user who added notes) FIELD NAME “Upload” (The ability to upload customer contracts as PDF’s and attach to customer accounts” May possibly wat to add GPS tracking system with mobile apps May possibly wat to addS SaaS customers The application should be written for proper cloud with multi tenancy and can be offered as SAAS