[treymarkel]

Hi All

Please forgive me if this doesn't belong in this section of the forum but I wanted to get as much feedback as possible.

We are looking for feedback from you guys on what you would like to see in the perfect business finance CRM account as we are holding big development meetings at our headquarters next week. I would like to bring to the table as much as I can as far as desired functionalities, API's, features, etc. No idea is a bad idea just looking for your thoughts to take back to the team.

There is a short video on what we currently have here that you can check out:

http://www.centrexsoftware.com/merch...h-advance-crm/

Thank you very much for your time.

Cheers

Trey

[Michael I]

Trust - all sensitive data . Sales force for example is a billion dollar crm company that you know your data is safe .
Easy to use for dumb reps
Easy to create a ton of reports for admin to track everything
Quick search that doesn't slow the system down if you have 200k leads
Easy to cold call thru leads the less clicks the better
One touch button to create deals
Ability to track all different offers and commissions to know what to sell
Track commissions and syndication
Integrate with 3rd party apps
Most important at all easy to customize to specific users needs and preferences

[treymarkel]

Michael I

Thank you very much for your thoughts. You make some great points and I will be sure to take straight to the team. We have quite a few of the things you mentioned but could work on a few others

Thanks again.

Trey