Hello,___Thanks for your breif on your company. It will surely help to analyze the modules required for CRM. ____ UNDERSTANDING ----> You need a CRM for your company which is a financial advisers and mortgage brokers firm. So it will have mainly two users: Admin and Employees (Sales person).{{ Now as you mentioned "develop it online with a customer intranet where clients can upload any documents required.", so are you refering to an interface to be used by clients as well? Please Confirm. }}____ Moreover, this system will have several modules, including, Lead Management, Document Management, Report Generation, MIS, Meeting Schedules, etc. Let's discuss in detail on modules you are looking for. QUERIES ----> 1) Would you prefer it to be delivered as a package or want it to be deployed on your server? --- 2) Do you have any technology preferences? --- 3) Would you prefer it to be developed from scratch or open to use existing CRM?____ 4) Do you have rough wireframes available? ____ Look forward for your responses to these queries, as this will allow us to evaluate on this CRM further. We have developed as well as customized several CRM applications in past. You can review them by following the link: http://showcase.otssolutions.com__ Username: otssales; Password: @ts4737__You need to access left panel of showcase.__We are 11 year old, CMMI Level 3, ISO 9001:2008 and Microsoft certified outsourced software Development Company.__ Look forward to hear from you. Regards, Prashant.