I am looking for a system that can:
- Be access from my PC or smart phone, or over the internet.
- Integrates with a telecom solution that will record all outgoing and incoming calls.
- Allows SMS message(and emails) to be sent to customers
- Logs all calls, email, SMS that relates to each customer
- Allows incoming SMS message to be added to customer’s records
- Does a good job of matching with caller Id on the customers phone number.
- Make it easy to call a customer from my phone.
- Will show me a customer record when it forwards a phone call before I answer the call (I don’t mind if it needs a smart phone and a normal mobile to do this)
- Integrates with an optional telephone answering service
- Works in the UK (important due to telecom integration)
- Is aimed at small “one man” companies but can grow to cope with a few members of staff.
- Is hosted with very little to install on my PC and no need to back up data from my PC
- Allows “tasks” to be setup that have reminder dates etc, all “tasks” related to a given customer should be easy to find.
- Has a API that lets a custom application add “notes” and “tasks” to a customer’s record.
I do not expect it to be free!