Need Help For creating a new Crm with Suite CRM

💬 General Discussion
1

hi,
Dear Team

Greetings of the day,

I need to create a CRM in which we create sales person and sales person deals with their customers they have to created contact then convert to account then lead from the same contact i could not found any option in the demo.
every sales person has multiple clients and every client has personal documents and also documents for their business is there any option to save the document with contacts and add or remove the documents later.
is there possibilities to send emails to clients from the CRM ?
can admin see the reports by sales person wise what is the sales person performance and ho many clients he is dealing with.

i need all of these functions with proper reporting kindly let me know how can i create in Suite CRM.

Thanks

2

Hello @ghaniz786

Do you need a company-based service or do you want to do it yourself?

3

thank you for the reply i need to create this for my company a small size business.

4

Hello @ghaniz786

To get more understanding of your requirement, please reach out to appjetty.com. Here we have a dedicated SuiteCRM team who can help you in any manner.

Thank you

5

Hello,

I can help with your project. We can make the changes for your business process on suiteCRM.

Thank you.

6

Why not use account as a seller and associate contacts to this account?