Looking for someone to help me with a project. I would like to discuss all the requirements and items before committing to pay anyone. We are clooking essentially for a tool that will manage all our clients contact information. Letting us monitor Birthdates, client company's registrations, due dates for certain activities. Activities could be once off and re-occuring. Need reporting that will show us what deadlines are coming up and what have passed. Need a dashboard look showing some key client information as well as layered access....so managers will have different access to directors etc. If you can help, le me know.
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