Custom CRM

> We want to load the CRM via email. When the manager emails the form the agent, he will CC the CRM as well. > > The crm will take the lead information, enter it into the CRM and assign the lead to the agent who was the other recipient of the email. > > The CRM will have ADMIN, Manager, and Agent profiles. > > Agents can see their leads only, managers and admin, can see all the leads. Only manager and admins can add leads to the CRM via email or Manually. > > The leads should have place for notes and status updates by the agents with time stamps for every entry. > > The CRM will need to be searchable and provide reports including the ability to export via excel for any given time period. Needs custimizable despozitions.