Hi, our company needs someone that can create a software that keep track on the customers accounts, how much credit they have how much they used, should be able to keep a customer database, all details about each job, who picked up the phone call, who did the job and and how long it took, if was successful, rating of customer, etc.
Assign tasks, attach files, share sheets, view timelines, set alerts, create rollups
have insight into who’s doing what, and where everything stands.
Project Management - client-specific workspaces where the entire project team can participate
Customer Relationship Management (CRM) - track client information, notes