Help with choosing and setting up collaboration/groupware/group office/virtual team/crm
4581
$$
- Posted:
- Proposals: 3
- Remote
- #92687
- Archived
Description
Experience Level: Intermediate
We are a small business with a team spread across multiple locations (countries). We need to set up on-line systems for collaboration and CRM but we are getting totally lost in the 1000's of possible options available. Worse still, we are not finding options that appear to meet our needs.
What we would ideally like:
* Zimbra-style email/calendar system, with both browser and desktop application (for use off-line) and synchronisation back to mobiles (particularly calendar)
* Email as multiple mailboxes that are accessible to multiple people (support@, etc)
* CRM system, classification of contacts as leads, prospects, etc. Ability to view contacts and activities by company.
* Fully linkage between the 'collaboration' and CRM systems (or better still, one integrated system) so that all emails are automatically associated with the contact, and that this visible to all members of the team
* Ability to run an on-line network (i.e. more than a 'flat' briefcase) for sharing of files, ideally using WebDAV
* Some basic capabilities in the area of ticket-based support (case numbers)
* Ability to do email marketing, with opt-outs etc
We're looking for support from someone who has broad experience in this area (no railroading into a specific solution - it must meet our needs) to help us find one or two good options, evaluate them, and implement them.
What we would ideally like:
* Zimbra-style email/calendar system, with both browser and desktop application (for use off-line) and synchronisation back to mobiles (particularly calendar)
* Email as multiple mailboxes that are accessible to multiple people (support@, etc)
* CRM system, classification of contacts as leads, prospects, etc. Ability to view contacts and activities by company.
* Fully linkage between the 'collaboration' and CRM systems (or better still, one integrated system) so that all emails are automatically associated with the contact, and that this visible to all members of the team
* Ability to run an on-line network (i.e. more than a 'flat' briefcase) for sharing of files, ideally using WebDAV
* Some basic capabilities in the area of ticket-based support (case numbers)
* Ability to do email marketing, with opt-outs etc
We're looking for support from someone who has broad experience in this area (no railroading into a specific solution - it must meet our needs) to help us find one or two good options, evaluate them, and implement them.
Twan V.
0% (0)Projects Completed
11
Freelancers worked with
8
Projects awarded
55%
Last project
22 Jul 2013
Switzerland
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