Please check the Clients Contact Management Website created on 02/06/2007 (project : 123783) , this is a new approach of that project.
Due to the complicxity of the project., we decide to phase in all the functionalities and to incorporate one department ( accounting , legel, etc.) at a time over next several phases.
Also , rather than reinventing the wheel, we are also looking at the possibility of using open souce modules from [url removed, login to view] , modifiy and implement them for our operations.
we would prefer bidder who has good experience with open source ..such as Compiere ERP + CRM Business Solution , CentraView - Business Management and CRM ... But we are willing to listen
We still prefer the following platform:
For now we want to focus on just the Phase I :
To develop a web base clients contact management system for our accountants, lawyer Trading Company, and Real estate manager, with the following functionalities:
Build a site for contacts managements, with these functionalities:
. Role based authentication.
. To keep tracks of all clients (name, address, telephone etc.)
. Can write letter,
. Can fax documents to contact,
. Can send / receive email documents to the contacts.
need the appointment , calendar , things to do capaciblity for individual users.
Please see attached image shots to get an idea of our existing application