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CRM Requirements by Mind Map: CRM Requirements
5.0 stars - 2 reviews range from 0 to 5

CRM Requirements

Desired Functionality

Email intergration

Email campaings

iPhone intergration


Distinguish between accounts, leads and prospects

Add new contact to an existing account and have account details carry over to new contact


Need to be able to associate contacts with each deal, case or opportunity

Track activity on each deal

Attach email and docs to deals

Quoting is nice but not essential

Reporting on note categories so that I know how many face-to-face meeting, and how many calls it took to close deal


Needs to be easy to add and track leads

Would like to be able to add leads from iPhone contacts

CRM Experience

Zoho CRM