Nice to see developers that care! I am a true believer in an app doing one thing well (a la Hoekman's "Designing The Obvious"), so maybe some of these suggestions could be rolled into a separate CRM app that integrates with Duet?
Some of the features we are looking for:
- Sales Opportunities/Leads with different stages (i.e. Identified, Qualified, In Process, etc.) (These would probably be similar to projects, just with different fields)
- Notes and history for Companies/Company "Users"
- Folders in the Files Section so, for example, we can separate Marketing Templates from Training Documentation.
- Dashboards such as Open Opportunities dollar amount, Closed Won Sales dollar amounts, etc.
- Alerts for phase completion. For example, when one phase of our project is complete, we either get an alert that this phase is complete, or the next phase is automatically created.
