I am looking for a CRM that can:
1) Provide a two step web form collection... the first is a standard web form collection (name, email etc.) which adds data to the CRM, then the second one will be a small survey, which then updates the data in the CRM. Has to update in case someone does not complete the survey, we still want the first page form data of course
2) Can we control website login or access based on data in the CRM? We offer downloads, and we want people to login to the site to get them. SO they first complete a registration form (which sends data to SugarCRM), then they can access the downloads. But if they already completed this form previously, they can just enter their email to get the downloads. So not a proper registration, we just need to check if they already completed the form first time round. We don't want to keep asking returning users to enter their information everytime they want a download.
The above two reasons is why we are developing a custom contacts module for our customers website, but ideally we want to use a full CRM solution.
We dont want two databases, e.g. customer data and survey info on our website for the "login" AND the customer data in the CRM. We just want one database with all info.
Thanks a lot