I'm looking for a custom web-based CRM solution with all of the functionality of SugarCRM as well as an order management system.
I'm impressed with SugarCRM, but I'd prefer to have something that would be proprietary.
A brief outline of the order management process:
Sales people need an interface to create quotes for customers. Quotes are emailed to the customer so that they can click on a link, open the quote, review, and have the option of clicking to accept or reject the quote. Comments would be available for rejected quotes.
Upon approval of a quote from the customer, the quote becomes an order. From the order, a purchase order or purchase orders are created to be sent to vendors for drop shipment. Purchase orders are to be sent to the vendors via fax from the server.
The basic quote/order/purchase order format is the same. There are the following fields: Quantity, Item Number, Description, Unit Cost, Decoration Cost, Sell Price. Each line item would also have a place for the sales person to upload both a picture of the item as well as an artwork proof of their logo. Each line item should also have a place to select up to 2 vendors to which the purchase orders will be sent.
Sales people will also need to be able to see a summary of their total cost, total sale, gross profit, and commissions for the order.
We will also need a commissions reporting section that will breakdown the commissions owed to each sales person every two weeks.
Please message me with any questions.