Build a CRM System

CRM will need to manage applicant’s information, follow-up(Must be integrated with Google Calendar), store data, Customer time frame, option to leave a comment so the agnet who is calling know everything. Automated email sending(If the customer placed order once it is approved it must send confirmation email if email avalbe) Each customer must have option so that admin can put the status of the order, is it shipped, is it delivered. 1. Users(Admin) Admin: Put in new users Put in new orders Put in New Customers Put in new products Users: Must be able to place new order Put in followups Add new customers 2. Pages: Home page, Orders page, 3. Order Page must have: his product description Box were Admin can add his tracking number Fields in CRM; Customer Full name Customer Phone Number(Primary and Secondary) Customer Email address Payment Info(Visa Master, Amex, Discouvery); Card Info(Card Numers Must be hiden. Shown only first 4 digits and last 4 digits and exdate) Must be integrated for checkin card correct or no: Name Card Numbers Expary date Cvv Customer address: Two Row First Row Billing Address Second Row Shipping address Must have search box; Can find by phone Name(First and Last name) When adding new order crm must update all the old orders that he have new order!(So agent dosent put in 2 new orders for the same customer) Plus we need for all agent Analytics: How many sales he made in this month Plus salary and bonus. We need Canned Massages A cript wich we can send customers and emails