Some general information for the project:
The project is an extensible CRM software program that is heavily inspired by VTiger. The core of the software will allow for organization and management of clients and their associated companies as well as information (invoices, contracts, etc.) that are linked with these clients and their companies.
The software will allow for the creation, deletion, and modification of clients and their associated companies via a web interface. Clients can be assigned to one or more "categories."
The software must also be capable of linking to email accounts via IMAP for reading email. The CRM must also be able to handle SMTP. The CRM must be capable of sending out email campaigns as well as composing individual emails. These campaigns can be configured to send emails to all clients or a subset of clients based on desired criteria, such as category, last invoice payment, etc. The software should have an interface for the creation and management of HTML email templates.
The software must be capable of creating and customising PDF invoices and quotes.
The software must be capable of Drag and Drop Document anywhere
The Software must provide for Email and document tracking
User time date, Zone setting and language setting
The software must provide a way to broadcast notices to all users that are logged in.
The software must provide a graphical interface to display sales figures and the sales funnel.
The software must provide for real time collaboration, shared documents private room conference and well as open/general room setup via text, and video call inside the software,
The software must provide a company calendar (shared calendar) personal calendar
The software must expose a REST API for third-party application integration.