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Simple CRM with following functionalities (Don’t need all the functions in an Enterprise CRM). Clarifications is welcome. A more complete functional specifications will be provided upon confirmation of deal.

1. Administrative functions. With simple GUI step by step setup guide. (Graphic and images can be provided if required)

2. Users and Clients management (storing of clients and users bio data and other information, function to set important events and reminders, etc.). Function to upload contact informations from Google, Outlook or other contact providers. Function to upload information from Excel file template

3. Sales person team management. i.e. function to define which person is under which sales person, etc.

4. Basic Sales information tied to each clients and sales staff. GUI view to show Sales funnel, pipelines and Pie chart to show the percentages. Can classify prospects into Sales Lead -> Prospects -> Customer.

5. Function to manage schedules and appointments (with calendar view and function to set reminders)

6. Tasks list page with ability to add or modify task for each user

7. Dashboard page to show customizable components (i.e. user can choose whether to choose Task list, Sales funnel, important dates, schedules, etc.)

8. Function to store documents tied to sales person or clients. Function to allow upload and download documents. To explore whether it’s possible to store those uploaded documents into other Cloud provider i.e. OneDrive, Dropbox, etc.

9. Function to track feedback from customer, assign ticket number and Customer representative for each support case. 2 level support (Customer -> Customer Representative -> Sales Person)

10. Email function for sending out emails. Provide page to setup email settings i.e. Email From address, SMTP, Max Emails can be sent out per hour for 1 user, etc.

Info:

1. Database design will be provided. Advice is required to review the design and amendement if required

2. Need to be developed in step by step phases where UI for each page must be shown and flow to confirm before coding. User Interface Look and Feel and User Experience is very important in this project.

Deliverables:

1. Fully functional web applications and all the functions

2. Properly documented Source codes for easy maintenance

3. 2 months Support and bugs fixing after system goes live

Habilidades: PHP, Arquitetura de software

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Acerca do Empregador:
( 0 comentários ) Singapore

ID do Projeto: #6299566

38 freelancers estão ofertando em média $16593950 para esse trabalho

esolzsales

We would love to discuss the project details, before placing a firm bid. We have some initial questions and more will follow as we discuss. This will ensure we have a strong grasp on the project. Looking forward to hea Mais

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leadconcept

Greetings, I have read initial high level requirements & fully understood all the features explained by you, so let me formally confirm you that our team can do this project without any technical hurdles. So, we are Mais

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meet2amitvw

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designcreative1

Hello Sir, We would love to develop your CRM platform. We have experience of working with various CRM systems like : OrangeHRM , SugarCRM , OpenERP ,Vtiger. We can expertly integrate various features like Inventory Mais

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nlivenvw

Hi, Thanks for the project details. You can see from our profile we are widely experienced, certified and trustworthy company with over 10 years of professional experience creating successful web applications. We Mais

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sainathkohta

Hi, We can porivde you the best(efficient and easy) solution for you through our cms which includes lot of wonderful features like incontext editing. check few as a sample below How Edit Looks [login to view URL] Mais

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solarsoftwares

A proposal has not yet been provided

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karmickinfo

Kindly check our pos software [login to view URL] Please initiate a message to discuss the project in details and it will help us to send the credentials that you may like to review.

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programer218

Hello! I am a PHP and Mysql developer. I can develop your CRM software. Please look my reviews and send me a message. Thank you.

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buraqtech

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tomydeveloper

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sritechnocrat

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webspidy

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Euphontec

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naveedmanzoor21

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Mtoag

Greetings!! Our Understanding--We have closely reviewed the project requirement and understood that you are looking for CRM Software Development. We have 65+ employees large team of talented graphic designers,experi Mais

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phpdeveloper100

Hi We are very interested in this [login to view URL] can do that job in a normal [login to view URL] have great experience of preparing Complete Scope,Complete documentation,attractive design ,Webdevelopment,QA and then support for specific da Mais

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sfieldcorp

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sandyagg

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craftbynick

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