Contracts for Contacts

phil69

Hello,

first, great work! I set up EPESI yesterday, and it's really a nice application.

I tried to configure the system to our company. Everything works fine. But, is there a module for Contracts? Our customers have 1:many Contracts. A Contract can be an investment fonds, a insurance, etc. In the store, i didn't found a module for that. Maybee I can use Inventory Management? Any hints or tips?

Thank you!
Phil

ethnar

Hello,

There are many ways you can approach the subject, but right now there's no one specific module that's tailored exactly to reflect the type of information you want to store.

There are two modules I'd recommend checking out, both of them available (for free) from EPESI Store:
- Sales Opportunities - this module is basically a lead tracker and can be extended with additional fields to hold some post-sale information as well
- Projects module - this module is designed with developers in mind, but it's simple enough that can be adjusted to meet requirements of different businesses

Hope this helps,
Arek

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