Hi,
Hope you are having wonderful day,
I have gone through the requirement and glad to tell you that we have just launched a cloud based slaes portal software recently already having signed up over 20 agencies and doing quite well.
Has all the bells and whistles that you need to drive your business and helped different agencies automate the Customer management relationship process and experience in turn helping them to achieve more sales and closures and get more small-high net worth customers.
This solution has many of the features and functions like upload function for documents- PDFs, images, Gmail Integration, Notes Section etc.
The primary function of the solution is lead Capturing and Management, drip campaigns, document and contact management, action manager , mail merge, contact duplication etc.
Plus loads of others like Schedule campaign,template and form builders, Send SMS and Email blast, reports. social media manager etc to name a few.
I would really appreciate, if you please initiate a conversation with us to take this discussion further and involve us in your vision and project.
Anticipating positive response from your end,
Thanks & Regards,
TOPS Technologies_VD