I am looking for a CRM system. It can capture leads directly from websites or be added manually. Once entered into the system they will be automatically entered into a marketing campaign based on a series of critera that can be adjusted as needed.
The marketing campaign will run at the click of a button and send out a series of emails, OR automatically print out letters to be mailed.
In addition it will automatically generate a series of reports. The reports include: closing ratio, outstanding $$, $$ potential for all prospects.
It will also automatically create presentations based on the customer criteria. (I will handle the information provided by the software, but it must automatically be generated into a report)
I would also like information the system to track each individual salespersons results and allow management to run reports. If a salesperson would quit then it must be seamless for all of their information to be transferred to another producer.