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Project Scope The purpose of this section is to clearly state the scope of the project so that it can be understood by The Client steering committee and evaluation team. The implementation will be carried out on supplied software. The following is the scope statement serving as the foundation for the resource estimate. Modules • CRM • Quotation, Sales & Invoicing • Accounting • Purchasing • Inventory • Employees • Project Management • Timesheet I need a custom-built solution and prefer not to use Odoo or any third-party software that requires a subscription. From my understanding, NetSuite has the templates that can be used to make what I require In discussions with the Steering team at the client, I will formulate a roadmap. Each module would be discussed in detail, a gap analysis will be conducted and then implementation performed. This would ensure a successful delivery and implementation. The modules to be integrated and implemented are as below. CRM Solution: A full featured CRM with the following features: • Capture leads which may be converted to opportunities • Organise the sequence of steps an opportunity can take • Track, log and analyse every activity • Get a clear overview of the opportunity pipeline • Work faster with the drag and drop interface • Set up specific stages for each sales team • Automatic archiving of lost opportunities and manual archiving of other opportunities • Schedule meetings from the customer opportunity • Create template of emails for the most common communications • Create sales dashboards with the advanced reporting engine and share useful filters with the team • Analyse your opportunities pipeline with advanced filters, grouping, drill-down, etc. • Send SMS to contacts Additionally, fully integrated with a flexible and comprehensive Sales quotation module allowing customised quotes to be emailed, or placed online, for a customer to approve. Any comments for a contact are automatically recorded against the quotation. Quotation: An easy-to-use quotation system. The quotes can easily be converted to a Sales Order via a click of a button. Customisation would be done in quote module to allow for ease of ordering as well as ability to allow modifications to products which will include options for printing, embroidery etc. Ability to group products and allow for the same decoration on one or more products will be made available. Sales & Invoicing Solution: Sales module is integrated with the CRM & Inventory module. This allows for a 360-degree view across the customers and their history. The key requirements to fulfil are as below. • Central hub for all sales orders to flow into & get fulfilled • Fulfilment workflow with dashboard visibility (job status) • Ability to show Stock in-hand • Ability to view job schedules and plan schedules. • Account overview, payment gateway A one click invoicing option is available to create invoices from within sales orders and this could be used to create full or part value invoices. Accounting Solution: A full featured financial module which completely integrates with other applications. Accounting offers the following: • Bank Synchronization • Manage Bills & Expenses • Invoicing Purchasing Solution provides a fully functional Purchase module which allows for managing suppliers, PO, multiple companies. Based on requirements from The Client. The Purchase module would allow for the following: • Supplier Management • Ability to generate (interim POs) and then finalise after supplier confirmation • Ability to email POs from system with Supplier Templates / or Company Templates • Supplier Management • Workflow & Approval Purchasing Dashboard Inventory Solution has a scalable inventory module which allow for the following: • Ability to create different locations & warehouses. • Ability to integrate Barcodes • Ability to show Stock in-hand. • Fully integrate with Order Management Document Management will allow you to store all documents at a central place and help you to move to a paperless office. Everything is permission driven allowing you full control on who gets access to what. Timesheets helps businesses track employee work hours efficiently. It allows users to log time on tasks, projects, or client work in real-time or manually. Integrated with other apps like Project, HR, and Invoicing, it enables automated billing, performance analysis, and payroll processing. The mobile-friendly interface and reporting features make it easy for teams to manage productivity and optimize resource allocation. Project Management: Using the Project Management module, you can manage your projects more effectively. You can schedule your teams across projects taking employees' availability into account. You can plan ahead for upcoming projects with forecasts based on comparable projects and estimate deadlines more accurately. Compare forecasts with real timesheets for increased profitability. You are able to break down your project in bite-sized tasks and assign them to your team for improved collaboration. Create customized stages for each project to simplify your workflow overview and increase overall project efficiency. HR is a comprehensive human resource management solution that streamlines employee administration, recruitment, attendance, payroll, and performance tracking. It offers an intuitive interface to manage employee records, leaves, contracts, and expenses efficiently. With seamless integration across other apps, it enhances workforce productivity, automates HR processes, and provides insightful reports for better decision-making. Its modular approach ensures flexibility, catering to businesses of all sizes. I will be building a module which will allow the client to schedule jobs for pickup and delivery. There will be customisations required which will allow for the necessary checks and operations to be carried out at both times (pickup and delivery), Site Inspections and Delivery Tracking.
ID do Projeto: 39968598
140 propostas
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Ativo há 2 meses
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140 freelancers estão ofertando em média $8.556 AUD for esse trabalho

I bring over 10 years of experience in web and mobile development, specializing in building scalable solutions across various platforms. I understand the challenges and requirements outlined in your project scope for building an Integrated ERP/CRM Platform. In the past, I have successfully delivered projects in the fintech, eCommerce, and blockchain domains, aligning with the modules you outlined such as CRM, Sales & Invoicing, Accounting, and more. My track record includes implementing advanced features like lead capture, opportunity pipelines, and automated workflows to enhance productivity and drive results for clients. If you choose to work with me, I will bring a wealth of experience and expertise to ensure the successful delivery of your project. Let's discuss further how I can customize and integrate each module to meet your specific business needs. I look forward to collaborating with you to create a seamless ERP/CRM solution that propels your business forward. Feel free to reach out to me to kickstart this exciting project.
$8.000 AUD em 60 dias
8,1
8,1

Dear Ron P., We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in Project Management, Mobile App Development, Accounting, CRM, ERP, Zoho, Odoo, Web Development, Database Management, API Development and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
$7.690 AUD em 5 dias
7,6
7,6

Hi, we have read all the requirements and we are very confident to do this project from start till end. We definitely have some questions when we discuss project with you. We shall finish this project in timely manner and will finish it in time. We offer IT, Web design, web development and Smart phone application development. We also give life time guarantee to our work. Thanks
$8.999 AUD em 30 dias
7,3
7,3

Hi, This is Elias from Miami. I’ve reviewed your project brief and understand the goal — building a fully custom ERP covering CRM, Sales, Quotation, Accounting, Purchasing, Inventory, Project Management, Timesheets, HR, and a pickup/delivery scheduling module tailored to your operational needs. With 10+ years in full-stack development and ERP implementations, I’m very interested because I’ve built modular, scalable enterprise platforms from scratch, ensuring tight integration, clean workflows, and real-time reporting. I can help deliver a system that’s fully aligned with your business logic, includes document management, workflow approvals, dashboards, and mobile-friendly interfaces, and is flexible enough to accommodate your future growth. A few questions to clarify the scope: Q1: For the custom pickup/delivery module, should route optimization or ETA tracking be included, or only scheduling and status updates? Q2: Will the accounting module need multi-company/multi-currency support from the start, or is this a single-entity rollout? Q3: Are there preferred technologies or frameworks you’d like me to use, or is full flexibility acceptable? Q4: For timesheets and project tracking, should approval workflows be automated, or will manual manager verification suffice initially? Looking forward to collaborating. Regards, Elias
$7.500 AUD em 7 dias
7,4
7,4

Hi I have read your requirements and I am sure I will be able to help you. Please message me so that we will have detail technical discussion. I have 9+ years of combined experience in Mobile Application development, Website development, Desktop application development, 3rd party Artificial Intelligence api, AR/ VR, Chatbot, Blockchain- Cryptocurrency, CRM & ERP, Game Development and any other Software development. I am having expertise in Native on Android Java, kotlin and IOS Swift, and For Hybrid Cross platform on Flutter Dart and for web and backend on react js and node js, Python Django, Power BI, Scikit-learn, Data Science AI ML, PyTorch, TensorFlow, SparkML , java spring boot and php CodeIgniter mvc. Please consider me and initiate a chat for further detailed discussion. Regards, Anju
$5.000 AUD em 45 dias
6,5
6,5

Hi Ron, We’ve developed fully integrated ERP solutions with modules like CRM, HR, and project management, and we’ve also built dedicated products for specific areas like sales and invoicing. This experience means we can deliver a robust, scalable solution that meets your needs without wasting time on foundational work. We can also enhance your product with AI features, such as using machine learning to analyze customer data and suggest products, or automating repetitive tasks to save time. Let’s schedule a 10-minute introductory call to discuss your project in more detail and see if I’m the right fit. I usually respond within 10 minutes. I’m eager to learn more about your exciting project. Best, Adil
$10.000 AUD em 21 dias
6,1
6,1

As a seasoned expert in API Development, Database Management, ERP, and Project Management, I am confident that I can build the integrated ERP/CRM platform you need from scratch using NetSuite and without third-party subscriptions. Drawing from my extensive experience with solutions such as Microsoft Business Central 365, SAP, and NetSuite, I'm well-suited to provide a customized solution that caters to your unique requirements. My proficiency in CRM management elegantly aligns with the extensive scope of your CRM needs - capturing leads, tracking every interaction, generating insightful sales dashboards for advanced reporting while enabling SMS communication. Building on this expertise is my strong grasp of Sales & Invoicing procedures which ensures all orders flow efficiently through fulfillment workflow with real-time visibility. Moreover, my mastery over Inventory Management as an integral part of ERPs lends itself well to ensure scalable inventory control through integrated barcodes, accurate stock in-hand depiction across warehouses, and an efficient purchase order process. Trust Solutionzhere for a transformative business experience capped by secure Azure deployment and data analytics efficacy with PowerBI. Together, let's drive innovation and elevate your organizational performance for future ready success.
$10.000 AUD em 20 dias
5,9
5,9

This sounds like something I’d genuinely enjoy building. Your vision for a custom-built, integrated ERP/CRM platform that enhances operational efficiency aligns perfectly with my expertise. I specialize in creating intuitive solutions that streamline processes, ensuring a cohesive experience across all modules from CRM to accounting. With a proven track record of delivering practical, measurable results, I am confident in my ability to meet your requirements effectively. Happy to outline how I would turn this plan into a working solution. Chat soon, Anne S
$7.000 AUD em 7 dias
5,9
5,9

Hi, I’m ready to develop your fully custom, integrated ERP system covering CRM, Sales, Accounting, Inventory, HR, and Project Management delivering a scalable, secure, and subscription-free solution tailored precisely to your operational needs. Can we discuss on chat. Regards Abhishek
$7.500 AUD em 7 dias
5,5
5,5

Hi there, I have extensive experience designing and implementing large enterprise management systems that combine CRM, Sales, Accounting, Purchasing, Inventory, HR, and Project Management into a single integrated platform. I can deliver a completely custom-built solution that operates without any subscription-based software and is fully tailored to your workflow. My goal is to create a modular, maintainable system that connects all business functions seamlessly and ensures clear data flow across every department. My plan begins with detailed sessions with your steering committee to review requirements, conduct gap analysis, and define the roadmap for each module. Once the scope is clear, I will design the database structure, create the user interface, and develop clean API connections for CRM, Sales, Accounting, Inventory, and HR operations using a robust open-source stack such as Python with FastAPI, PostgreSQL, and Vue or React. Each module will include features for real-time visibility, automated billing, permission-based document management, and job scheduling for pickup, delivery, and inspections. The final platform will include audit logs, custom dashboards, and a scalable structure that can run securely on your in-house server or cloud environment, ensuring flexibility and long-term performance. Regards, Sharaz
$7.500 AUD em 7 dias
4,5
4,5

Hello, I am a Mobile App Developer with 15+ years of experience, specializing in building high-quality, user-friendly, and feature-rich applications for both Android and iOS platforms. I create apps with modern UI/UX, smooth performance, and cross-platform compatibility to ensure the best user experience. My expertise includes custom mobile apps, API integration, push notifications, real-time features, and app optimization. Recently, I also worked on OpenAI API integration for auto-generated content, images, and social sharing, which shows my ability to adopt the latest technologies in mobile solutions. If you are looking for a dedicated Mobile App Developer who ensures quality, innovation, and timely delivery, I’d be glad to work on your project.
$5.000 AUD em 7 dias
3,4
3,4

Hi, I have reviewed the shared video, ✅ Please review my profile & portfolio section — I have extensive experience working on similar custom-built integrated ERP/CRM systems, covering modules such as CRM, Sales & Invoicing, Accounting, Inventory, HR, Project Management, and Timesheets, ensuring seamless end-to-end business process automation without reliance on third-party subscriptions. With expertise in database management and seamless workflow integration, I can design a system that enhances productivity and delivers insightful analytics. Let’s connect to discuss your project & estimation in detail! Best Regards, Manoj
$7.500 AUD em 7 dias
3,1
3,1

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