We are an Austrian energy cost consultant and are looking for MLM software with CRM and accounting.
We have the following requirements for the software:
- Customer master database, product master database including conditions and other data to be pulled completely from our homepage
- Pull PDFs stored on the homepage to the customer master database and save them
- Synchronization (upload/download) between the data records between your CRM and our homepage
- Automatically create invoices
- Automatically store and send invoices via email, including previously created invoice PDFs
- Integrated accounting
- Store commissions (in particular, display and calculate closing and follow-up commissions, but also ongoing commissions per kWh)
- Calculate differences from commissions (MLM distribution with up to 20 levels of depth)
- Automatically create commission statements (including difference calculations)
- Create business partner statistics
- Set appointments and reminders (for the end of the price guarantee)
- Preferably a cloud solution
What one-time and ongoing costs would be incurred? (Is there a start-up promotion/package?)
Two software workstations are planned.