User Review
( votes)Hi!
I'm looking for a CRM Solution for a software engineering company. Our case is the following.
We have a Salesforce team whose job is to bring clients (projects) for the business. Each Salesforce member could be associated with 0 client, 1 or many clients.
I'm looking for a CRM system which allows me to create different types of user roles. I want to have a user role called Manager which deals with all crud operations on the CRM system. On the other hand, I want to create another user role called Salesforce which is a view only user role.
Important points to mention
- The Manager user role is allowed to add clients with their respective
contact details and assign each client to the sales force member who
brought the client. - The Manager will mention all payments paid by the client and what payments the client has in the future.
- Sure, the manager job is not limited to these. The manager is able to do any CRM related task provided by the system.
- A Salesforce is only allowed to view all clients that the manager has
assigned to. The Salesforce member is not allowed to view clients which are associated with other Salesforce members. - A Salesforce can view information about clients such as contact details, payment information etc..
I prefer the following.
- If the CRM could be hosted on my cloud hosting server.
- Ability to modify the CRM's code.
I'm not looking for an advanced solution.
What CRM solution do you recommend?
Thank you.
submitted by /u/Kerim80s
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