327372 New CRM vtiger sugercrm ect

We need a CRM and are open to which software depending on which company can match it to our needs. We currently have a 5 user license with Microsoft dynamics but do not feel it's a good fit. In the limited research that we have done we think vtiger with the outlook add-on or sugercrm might be a good fit, (we utilize Microsoft office and have exchange running) We would like to see all emails with clients in CRM but not a 100% requirement. The biggest problem is we have very different sales paths (automation and statuses) that depend on 2 main divisions and 3 main product types. WE were thinking we may need 2 different crms setup and keep these separate. That is not a preference as there is cross selling between them and would like to see if clients have other services. If needed for statuses and ease of use it is a option to have 2 separate systems. If it is possible to setup different automations dependent on which products are ordered that would better. However there is a issues even if there is 2 crms and in the division one we can have both products happing simultaneous and how would that work with the sales statuses. Example a simple lead pr opportunity may have a merchant account which is in phase “waiting on approval” and a corporation that is in status “Bank Application Submitted to bank “ how can a account have 2 different statuses? Do you see a way to work with this? Once a account is established if they have new orders how then does it go through the sales automation? Division 1 is split into 2 main products Merchant account Corporations/ foundations Division 2 Internet sales We have several products but we can utilize one sales automation if necessary Division 1 info Fields Standard Fields First Name Last Name Company Email URL Phone Mobil Fax Other Address Info Address City State/Region Postcode Country Merchant Info Solution (list Affiliate ID if applicable) Referral Agent Rates Other Corporation / Foundation Corporate and or Foundation name(s) (There needs to be a least 4 spaces available for different names) (searchable) Date corporation or foundation was registered ( This is a product but We NEED to be able to sort by this date. I do not know if needs to be a field or something under products we can do) Statuses Statuses Corporation / foundation Application(s) Sent. Application(s) returned Application(s) filed with registry Application(s) out of registry Bank Application Submitted to bank Bank Account Approved Debit or credit cards issued All documents sent to Client (Space for Courier & Tracking Number) Statuses merchant account Waiting on Application & Supporting Docs (The below will be documents we will upload. There needs to be a place that they can be easily uploaded to the system. If possible somewhere to put check boxes but not a must. These will also be specific requirements dependent on “solution” market in the merchant account info above. If we cannot separate them out we may just leave this as a status only with no check boxes and we simply upload the documents. Application Articles of Incorporation Passport Utility Bill Processing Statements Banking Statements Supplier Contract Pharmacy License Doctor's License Wire Details Other Waiting on Approval Integration Work Flows Merchant account On each template email sent to customer telling of update. Awaiting Application & Supporting Docs - (If not returned in five days or checked off notify account executive)) Awaiting Approval - (If not returned in five days or checked off notify account executive)) Integration - (If not returned in five days or checked off notify account executive)) Corporations & Foundations On each status change a template email sent to customer telling of update. Application(s) Sent. (If not returned in five days or checked off notify account executive) Application(s) returned & filed with registry( if status not changed in 2 days notify account executive)) Application(s) out of registry (if status not changed in 5 days notify account executive)) Bank Application Submitted to bank (if status not changed in 10 days notify account executive)) Bank Account Approved Debit or credit cards issues All documents sent to Client (Space for Courier & Tracking Number or this could be where?) Division 2 Felids same as standard and address fields above. Statuses Lead – Needs info Support – Needs info manager – quote sent - Awaiting client info Awaiting payment - Closed Workflows Initial email is received in sales email and preferable a lead is auto created or emails sales rep who can create the lead We have a template first response email that should come up that we edit per customer before sending. Lead – After 2 days if status not changed Sends a template email to customer and puts task or reminder of follow up to account executive Needs info Support – optional template email can be sent to customer and creates task and or emails support manager Needs info manager – optional template email can be sent to customer and creates task and or emails sales manager quote sent - After 2 days if status not changed Sends a template email to customer and puts task or reminder of follow up to account executive Awaiting client info - After 2 days if status not changed Sends a template email to customer and puts task or reminder of follow up to account executive Awaiting payment - After 5 days if status not changed Sends a template email to customer and puts task or reminder of follow up to account executive Closed