Subject of Procurement

• What is being procured: Customer Relationship Management System (CRM) implementation, maintenance, and development services.
• Main technical requirements, specifics:
  • Basic CRM functionality must include: Dashboard, Contact Management (with history tracking), Task Management, Project Management, Email Integration, Telephony Integration, Employee Management (with rights management by roles), Reports (standard and configurable), Data Export (to Excel, PDF, CSV), Search (by filtering principle and global), Reminders.
  • Integration with existing systems must be…
     
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