Access CRM/Project management program RRS feed

  • Question

  • I want to create a CRM/Project management software that tracks the following. I have no idea where and how to start.

    The A customer to track is public Utilities.   Most are holding companies that have multiple subsidiaries.

    Within this customer subset I want to be able to track contacts, jobs and job values, Engineering firm(s) and contact,  Contract holder, GC and contractors with contacts, Distribution level(s) and contacts and attach specifications.   I then want to be able to assign a user to each job within my company to take charge of each job.

    Multiple qualifications to assign each subsidiary -  Approved, pending approval, kicked out, with the ability to have a reason for each

    This is the short version to get started.  Any help would be appreciated.

    Sunday, June 1, 2014 7:23 AM