Hi,
Hope you are having wonderful day,
I am glad to inform you that we have developed similar concept System for one of our clients for Business Management.
We have just launched a cloud based SAAS CRM software recently already having signed up over 20 agencies and doing quite well.
Has all the bells and whistles to drive business and helped different agencies automate the Customer management relationship process and experience in turn helping them to achieve more sales and closures and get more small-high net worth customers.
It has many of the features and functions like upload function for documents- PDFs, images, Gmail Integration, Notes Section. Along with this it has Inventory , Order and Customer Management system with reporting feature.
The primary function of the solution document and contact management, mail merge, contact duplication etc.
Plus loads of others features as well which i can demo you over Skype.
I have gone through the requirement But it would be great if you can connect over Skype to discuss in depth and thereafter we can share our proposal with cost-timeline estimates in sync to your requirements.
Regards,
TOPS Technologies_VD