sugarcrm, subscriptions & paypal

We currently run a support business - support and backup

*Subscriptions for two the types of services

**annual and monthly options - would like to add quarterly

**onsite - pay at the time

Current Status

*Running Sugarcrm on win2003 [url removed, login to view]

**running Apache [url removed, login to view]

**running php 4.4.3

**running MySql [url removed, login to view]

*Paypal subscriptions partial integration

**account creation in sugar

**next renewal date flagged by creating a task in sugar at the appropriate date


**onsite visits payments done through quickbooks

*Seperate affiliate program/software

Current Issues

*Forums don't display postings

*Recurring subscription payments do not show in sugar automatically, they must be done manually and the task date adjusted manually

*Affiliate software not linked in at all

Next step/Goals

*Better integration with Paypal - we have joined Paypal Pro already - essentially subscription management

**Renewals updated to the relevant account in sugar automatically

**Invoicing - with VAT (tax)

**Sales receipts if necessary - with VAT (tax)

**Sales Reporting and projecting in sugar from Paypal transactions and subscriptions - received and expected

**Export to quickbboks - bulk, not individual transactions but need to do a cash basis as well as a P&L basis (to reflect annual and quarterly payments divided appropriately)

**Subscription 'shopping cart' - possible with Paypal Pro

*Affiliate integration - we are not married to the current software we use for this and have a couple of other ideas

**Tagging of sugar 'account' and paypal payment to the affiliate so they can be credited

*Booking system

**create a booking online or over the phone - set contact (or accounts if existing customer)

**put into the relevant person's (the technician and the customer) calendar in sugar

**ability to send to the technicians smartphone with map link for satnav

**Start and finish done on the technicians smartphone or web - account created at the point if new customer

**Bill generated based on time and any extras (on smartphone and web) - We have different rates for different technicians

**credit card payment done on smartphone or web

**sales receipt generated

**account updated with details

Habilidades: Mobile App Development, PHP, Área de trabalho do Windows

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Acerca do Empregador:
( 6 comentários ) Marlow, United Kingdom

ID do Projeto: #121360