Purchase & Configure Off‑the‑Shelf Sales Tracking System for Canine Facility (Leads → Sales → Follow-ups) Project overview We’re a canine facility selling fully trained therapy, assistance, protection and pet dogs, part‑trained dogs, plus services (boarding, daycare, training, grooming). Bespoke solutions are currently too costly — we’re looking to buy and configure an existing, lightweight sales‑tracking/lead‑management product (SaaS or self‑hosted) to replace our spreadsheets quickly and affordably. What we need - Off‑the‑shelf sales/lead tracking system (or marketplace app) that can be configured for our workflow. - Must handle lead capture, pipeline stages, lead→dog linking, follow‑ups/reminders, CSV import/export, user roles, and reporting. - Provide setup, configuration, data import from our spreadsheets, basic staff training (1–2 hours), and short support window. Essential requirements - Lead & contact management with pipeline (kanban) and activity log. - Ability to link leads to dog records (photos, price, status). - Follow‑up tasks, email templates and reminder notifications (SMS preferred but not required). - Import existing spreadsheets (CSV) and export data. - Mobile‑friendly UI and simple UX for non‑technical staff. - Provide documentation and one remote training session. - If SaaS: cost per user and ongoing fees must be disclosed. If self‑hosted: deployment instructions and hosting needs. Preferred integrations - Option to sync or export to our existing CRM (via CSV, Zapier, or API/webhooks). - Calendar sync (Google Calendar) is a plus.. Deliverables - Recommendation of 2–3 candidate products with pros/cons and costs. - Installation/configuration of chosen product. - Import of our spreadsheet data and verification. - Staff training and short user guide. - post‑launch support/fixes. Timeline & budget - Preferred timeline: select product and prototype configuration within 1–week live within 2-3 weeks. - Budget: lower‑cost solution preferred — provide fixed price for discovery + setup + import + training. What to include in your proposal 1. Suggested off‑the‑shelf solutions (2–3) with justification and estimated licensing costs(if any, prefer without) 2. Implementation plan, timeline, and fixed price for setup, import and training. 3. Examples of previous similar implementations or vendor partnerships. Notes We will provide current lead spreadsheets and access details for our CRM (if needed). We prefer straightforward, proven solutions that our staff will adopt quickly.