CRM Setup & quick quide

  • Status Closed
  • Budget $30 - $250 USD
  • Total Bids 37

Project Description

I need someone who is familiar with Opensource CMS to set it up for me and give me brief training.

I have list of users in a spreadsheet that I maintain. I want to make this online in some sort of CRM. The system can be any of the popular one slike SugarCRM, vTiger etc. I want to keep it simple as possible.

The requirement I have above what is in the spreadsheet is:

- for the ability to search / filter based on the various filter.

- reminder to call back a user based upon Call Back status. i.e. call back in 2 weeks, after 2 weeks i will be reminded to call the user back.

The spreadsheet is attached.

Note: my budget is limited and hence why I want o use a CRM that is ready-made. I will consider something other than opensource if it meets my requirements. Budget is $120

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