Hi ,
Hope you are having a wonderful day,
I have gone through your requirements thoroughly and from what I understand is that you want to develop CRM. We'd be glad to take this up for you.
We also have just launched a cloud based SAAS CRM software recently already having signed up over 20 agencies and doing quite well.
Has all the bells and whistles that you need to drive your business and helped different agencies automate the Customer management relationship process and experience in turn helping them to achieve more sales and closures and get more small-high net worth customers.
The CRM solution has many of the features and functions like upload function for documents- PDFs, images, property manager, Gmail Integration, Notes Section etc.
The primary function of the solution is lead Capturing and Management, document and contact management, action manager , mail merge, contact duplication etc.
Plus loads of others like Schedule campaign,template and form builders, Send SMS and Email blast, reports. social media manager etc to name a few.
I have gone through the requirement thoroughly and carefully to check all the details. For more specific insight, I have asked my Business Analyst to prepare an understanding according to your requirements.
I would really appreciate, if you please initiate a conversation with us to take this discussion further and involve us in your vision and project.
Thanks & Regards,
TOPS Technologies_PC