I am looking for someone who has experience building custom CRM's. Here is my need:
There are 4 people involved in my process. ADMIN - AGENTS - CLIENTS AND FUNDERS
Admin creates unique forms for agents to capture client leads. (this allows us to track agents success)
Agents send forms to clients to fill out.
Client submits form.
Please see here for form: https://www.123formbuilder.com/form-3129590/
Form must be just like this - must be able to submit form without the attachments and then be able to continue form later. it must create a unique link for them when they submit it to continue later on.
Form and all attachments get emailed to me as well as get input into the CRM upon client submission.
Client receives "Thank you for your submission email"
Notification email is sent to agent - "Dear Agent - Businesss name/DBA submitted a form" as well as whether attachments were sent or not, as well as a link to send to clients to continue form if they did not complete the form.
There will be a FUNDER place/module for me to enter a group of funders info:
Funder name, Funder email, Email Mask, Phone Mask (i will explain where these last 2 go)
Front end of the CRM:
Leads module - can see all individual client submission with their attachments
I can select a lead as well as which attachments i want to forward to which funders - funder a, funder c, funder d
Upon pressing SEND - the CRM will send an email with the LEAD as well as the attachment selected - HOWEVER, the phone and email from the initial submission will be changed to the EMAIL AND PHONE MASK - this is to ensure that the FUNDER does not contact the client directly)
The funder will respond to the offer via email - i would love to have the email thread in the CRM (based on the subject of the email)
I will then manually enter the offer into the CRM in three boxes - RATE/TIME/RETURN and press send - this will then send an email to the AGENT that the lead came from with the offer made.
Id like to be able to move the lead through the pipeline - Lead - Offer Made - Funded
I need full report capability - which funders did which leads, which agents which leads, etc etc etc...