russell12345
New member
- Local time
- Today, 21:30
- Joined
- Dec 9, 2023
- Messages
- 4
Hi Guys new to this group
I am hoping to build a basic CRM database that will suit my needs rather than purchasing an all singing and dancing one, and only to use 10% of it
My idea was to have a custom to what we need
Our requirements are as follows:-
Contact information sheet:-
With a section to keep notes on the conversations we have had
Then to make things a bit more complicated
We would like a button “quotation” and it will bring up a quotation template sheet
That we can fill in and email, all the quotations will be kept under a quotation number, and a copy will be saved in the customers notes or link
We have stages to how close we are to getting the order etc.
Hope someone could give me some advice on this
I am hoping to build a basic CRM database that will suit my needs rather than purchasing an all singing and dancing one, and only to use 10% of it
My idea was to have a custom to what we need
Our requirements are as follows:-
Contact information sheet:-
With a section to keep notes on the conversations we have had
Then to make things a bit more complicated
We would like a button “quotation” and it will bring up a quotation template sheet
That we can fill in and email, all the quotations will be kept under a quotation number, and a copy will be saved in the customers notes or link
We have stages to how close we are to getting the order etc.
- contact name
- Size of the blades they use
- Send quotation
- Price okay
- Receive order
- Customer
- Too expensive
- No interest
- Lost customer
Hope someone could give me some advice on this