I am evaluating CRM solutions and have come across this.

I have had a good look and play however, I really can't see if it meets my needs or not. My needs are fairly straight forward so I was hoping that someone could advise me if they are possible and how I could achieve them.

My requirements:

• Access to certain areas of the system must be controlled by roles and privileges, i.e. only an administrator can generate a full customer list or state-wide customer list or update master customer record. All changes to records should be logged for reporting and tracking purposes.

• Customers need to be linked through parent/child or brother/sister type relationships. Each individual location must be accessible to view address & contact details, potential assets, bill-to information and parent/child relationship. The parent/child indicator must link to display the relationship hierarchy with the ability to access a linked parent or child record.

• Customisable fields on the customer record to add information specific to our business

• Each customer record needs the ability to manage additional assets so that each "business unit" (basically businesses within the business) can attach their specific products & services to the customer record with additional information such as contract terms, start & end dates, etc… Additional fields should be configurable to add department specific information i.e. date trained, ability to attach files – approval etc… These fields are only writable to by the relevant department however, other departments should be able to view details of certain fields.

• Ability to attach and manage documentation to each customer or branch record to track proposals, network diagrams, configuration details.

• Some assets need to be visible across multiple units with role based privileges determining which users are allowed to manage/update the asset /information

• Logins, roles and privileges are to preferably be managed via Active Directory to allow easy control and management by infrastructure department over user access and control.

• Ability to generate reports on assets or department specific information such as products and services and their penetration with our customers or potential expiry/renewal dates

• Export options for information is essential and should also be role based to restrict to certain privileged logins if required. Export should include as a minimum, Excel, PDF, Word, etc.