I am looking to build out a CRM on caspio for a small finance company to enter and track client data, keep notes entered by customer support, generate contracts and track client performance. I need to be able to set user permissions so that only certain data is available to different users.
Im also interested in upgrading (or finding a smarter solution) to the way we store and database the files associated with our clients but this isn't urgent.
The financial side entails converting our existing Excel model to CASPIO, which is a ledger thats tracks daily payments and expenses, and is used for syndication. I am also inteerested in possibly building 2 APIs (SOAP) to automate the daily entries to our ledgers. Also need to be able to generate reports from this data
I have models/ examples of everything I am looking to accomplish (most of it is already in excel spreadsheets and just need help to be putting it all together and having these things interact)