The best example of what I need to do this below otherwise I quickly made these how they make sense,
please see the brief and matrix:
The best example is a CRM system that is built for the Finance mortgage industry called [url removed, login to view] download the free trial [url removed, login to view] and see the site is exactly what we want sugarcrm or Zohocrm to do but the limitations to this site is that it is only in premise and no only capabilities.
It is almost the same tabs, forms, everything that we need however not online.
Please also see the attached