Custom CRM Adjustments - open to bidding

I'm looking for good freelancer that can make adjustments to a CRM system we are using.

Below is a scope of changes that need done.



1. Show scheduled moves for next 7 days.

2. Show Pending Quotes from Quote Form.

3. Show Confirmation Calls for 48 hours prior to move.





Add New Customer Tab

1. Customer Information - Name - Not Required. - Change to Company Name.

2. Connect Moving From & Moving To Fields to Database.





1. Remove Fax & More Fields.

2. Connect Moving From / Moving To to database.

3. Job Title to Auto Fill with Invoice # Starting with IN00000

4. Type to be drop-down of these options: Local, Long Distance, Storage, Cleaning

5. Add Field to Job Details - "Truck Size Needed" Text Field.

6. Add Field to Job Details - "Job Source" Text Field.

7. Change Start Date to Move Date.

8. Add Field to Job Details - "Location" - Drop-down - Cleveland, Columbus, Cincinati

9. After job is submitted - Email confirmation sent to customer email.

Within Each Job

1. Connect Moving to / Moving from / Primary Contact Details

Add Inventory


1. Create Button to Add Inventory items based on Excel Spreadsheet.





1. Change Invoices to Display to Paperwork.

2. Paperwork Needs to display all Job & Customer Details below line items.

3. Remove any Email Notifications from Invoicing Plugin





1. Create Page for Confirmation tab - Found in /www/crm/includes/plugin_custom_link

2. This needs to display all jobs within the 48 hour peroid of the Move Date.

3. The ability to delete from the admin list, to indicate the person has been called.



Google Calendar


All scheduled jobs need to be displayed on the calendar.

Free Estimate Form


Habilidades: Design Gráfico, HTML, PHP, Design de Sites

Veja mais: truck jobs, truck freelancer, tab scope, storage freelancer, starting a new graphic design job, quotes on freelancer, primary jobs, on line jobs with google, make a calendar in excel, looking for a freelancer database design job, long distance jobs, long distance graphic design jobs, long distance freelancer, local truck jobs, local graphic design jobs, list of graphic design jobs, jobs using excel, jobs in the field of graphic design, jobs in graphic design field, jobs in columbus, jobs in cleveland, invoicing jobs, invoice freelancer company, i need a crm excel system, hour based freelancer

Acerca do Empregador:
( 2 comentários ) Concord, United States

ID do Projeto: #5102385

18 freelancers estão ofertando em média $21/hora para esse trabalho


Dear Sir, I have read your Project Description and understand the overall scope of work but can you please provide me URL of your existing CRM Application? As this is an existing Application, so we need some hours t Mais

$30 USD / hora
(105 Comentários)

Hi, I can help you on this and complete all items mentioned in project. Best quality assured. Thanks

$20 USD / hora
(1286 Comentários)

Dear sir Good morning, We AGRIYA read your requirements about customizing CRM solution and we are keen to be part of it. We can work 48 hours/week and we expertise in all CRM solutions with 8+ technical scale level o Mais

$24 USD / hora
(423 Comentários)

Hello, I read and understand your project details for CRM adjustments and assure you best quality work. We have different teams working on similar technologies and completed Custom CRMs, please check some of ou Mais

$16 USD / hora
(178 Comentários)

Hello, We have a strong experience in developing & designing websites and developed lot of projects in this regard. We use core coding/designing standards & techniques in whole development process and provide 100% Mais

$15 USD / hora
(143 Comentários)

Hello, Greetings... I see that you are looking to make adjustments to your existing CRM system. You have however mentioned modules that need to be worked upon. Can we have a look at the crm already in place so Mais

$15 USD / hora
(379 Comentários)

Hello We went through project description very well .Please provide more details about the project .We are professional website design and development company operating in UK and India. We have 8 years of experience Mais

$18 USD / hora
(144 Comentários)

Dear Client, We've gone through your description and get an idea about your requirement. You want to customization in your CRM system: - Dashboard Show scheduled moves for next 7 days. - Customers Customer Infor Mais

$24 USD / hora
(18 Comentários)

Can help... I am an Expert... Please start a Discussion with me and we can get started from there... Please check the past projects I have handled and check my reviews for what employers have to say about my work... Mais

$40 USD / hora
(84 Comentários)

Hello Sir, We are an Indian based company, we are having experts to handle this project and can finish in desired time frame, so it will be great if we can discuss more mout the work We can also Send our portfolio on Mais

$21 USD / hora
(39 Comentários)

Hello! With my skills and experience of almost 5 years in the field i can assure you that i will make a good impression with this project. My portfolio stands as proof to what i'm saying with a lot of successful wor Mais

$20 USD / hora
(19 Comentários)

Hello Hiring manager, Greetings from Evidcomm!!! We have gone through your requirements and would be pleased to work on. We have already done this kind of work in past and surely we will get finished this project Mais

$15 USD / hora
(68 Comentários)

Hello, Pleased to see your project posting. I've gone through your project details and hereby I'm outlining my understanding about your project: == Concept: Need Custom CRM Adjustments -- Benefits on working with Mais

$15 USD / hora
(7 Comentários)

We have a team of professionals,they have more than 11 year of experience,so we can manage this work and will give you quality solution we can start this project as soon as [login to view URL] check our work have a look on Mais

$15 USD / hora
(39 Comentários)

Dear Client, Greetings. ## WE HAVE DONE SIMILAR CRM ,KINDLY CHECK OUR CRM SYSTEM ## [login to view URL] User name: admin Password: admin OUR PORTFOLIOS: [login to view URL] We are Mais

$25 USD / hora
(1 Comentário)

Hello Sir, We have developed CRM's for many companies. They are using it without any issues. So we can customize your CRM as per your description. Give us more details about your project and open the chat so tha Mais

$22 USD / hora
(0 Comentários)

Hello, I am professional website developer. I am new on freelancer but I have handled 700+ projects on other portals. Please reply me so that I can show my portfolio. I can fix every issue related to backend and fro Mais

$22 USD / hora
(0 Comentários)

A proposal has not yet been provided

$22 USD / hora
(0 Comentários)