Making a crm that will be open for anyone to install.
My first thoughts of what is needed:
-
cold leads
- dates
- contact details
- notes on how, who
-
hot leads
- same as cold leads
- potential spending / earnings from job
-
customers
- all items passed up from the cold & hot details
- job / app names
Somewhere to track the communication with potential clients that might turn into work.
An old school contact book.