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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.

Dashboard

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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.

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Customers

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Add New Customer Tab

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

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

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Jobs

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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

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

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Invoices

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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

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Confirmation

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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.

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Google Calendar

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All scheduled jobs need to be displayed on the calendar.

Free Estimate Form

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

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

ID do Projeto: #5102385

19 freelancers estão ofertando em média $21/hora para este trabalho

omsoftware

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
(119 Comentários)
8.6
lampcagriya

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
(416 Comentários)
8.5
kabirchy

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

$20 USD / hora
(863 Comentários)
8.4
leadconcept

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
(46 Comentários)
8.3
o2iplanet

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
(337 Comentários)
8.1
p4provider

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
(100 Comentários)
7.6
shibin123sl

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
(101 Comentários)
7.4
vocsowebstudio

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
(17 Comentários)
7.0
ranganathp

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
(34 Comentários)
6.5
desigmbooms

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
(22 Comentários)
6.2
itmentorspk

Hi, I have 13+years experience and have strong skills in php, mysql, jquery, ajax, javascript and css etc. I can perform all the tasks mentioned in your project description and ready to start work. Please let me know i Mais

$15 USD / hora
(16 Comentários)
6.0
bistanil98

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 possible.to check our work have a look on Mais

$15 USD / hora
(17 Comentários)
5.7
xfinder

Dear Sir, We would love to get this opportunity of working with you. We can guarantee complete satisfaction if you select us to execute this project. Regards xfinder

$22 USD / hora
(18 Comentários)
5.5
evidcomm

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
(31 Comentários)
5.6
icodingtechno

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
(3 Comentários)
5.3
Trentsetters

Hello, Thank you for reading our project proposal, i had assumed the project scope we are very much sure we can do this project in the given period of time please communicate with us so that we can discuss the project Mais

$15 USD / hora
(2 Comentários)
5.3
achieveseo

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
(6 Comentários)
4.4
blackstonejamal

Dear Client, Greetings. ## WE HAVE DONE SIMILAR CRM ,KINDLY CHECK OUR CRM SYSTEM ## http://blackstonelive.com/wisetidecrm User name: admin Password: admin OUR PORTFOLIOS: www.blackstonelive.com We are Mais

$25 USD / hora
(1 Comentário)
2.0
geetasharma

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)
0.0
passwrd

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)
0.0