Development of a cloud based CRM system.
Capture leads from web forms, bulk upload or even by text message! Supports iFrame, form post or XML API integration. (Get customised code in 1 click!).
Qualify & categorise leads based on the customer's details or postcode.
Distribute to individual users or groups of users based on qualification of lead, or let users 'pick' leads.
Track progress by updating the lead's status and adding notes.
Assign a lead to another user or group.
Create reports on lead progress, user productivity, cost, revenue and more.
'Plug in' framework to add extra functionality.
Partner portal to refer leads, see reports & view statements.
Receive leads from partners by iFrame, form post, XML API or by importing leads in bulk.
Integration with popular lead providers.
Pay partners on acceptance of lead, on qualification, or when a sale is made.
Generate code for partners to add customisable forms to their websites.
Partner portal to search referred leads, update a lead's progress, see reports & view statements.
Online sign up allows new partners to select the types of leads they want to buy, target by postcode and add funds to their account.
Bill partners on acceptance of lead, on qualification, or when a sale is made.
Deliver by email, hot-key transfer or internet delivery based on day/time and other rules. Confirm the lead by email and text message to the partner.
Handle returns based on your own refund policy.
Multiple delivery support. Refer a single lead to multiple partners.
Pause by text message option lets your partners pause lead delivery whilst out of the office.
Set appointments for partners and confirm to the customer and partner(s) by email.
Automate follow-up with a single click! Instantly schedule sequences of re-contact reminders, personalised emails, letters and text messages.
Trigger actions on events, for example send an email and assign to another user when the lead converts.
Workflow & Forms help you to manage processes.
Send emails & text messages from templates, instantly populated with the customer's details. Attach documents to emails easily.
Send letters from templates. The mail queue means letters can be printed off and mailed centrally.
Receive reply emails & text messages directly into the system automatically attached to the related lead.
Set tasks to yourself, other users or groups of users.
View tasks in order of priority. Red for overdue, amber for due soon and green for future tasks.
Review lead activity in time order. See at a glance what was said, by whom and when.
Send bulk marketing messages through email, text message or letter.
Drip sending of multi-channel marketing messages over time.
Track email results including bounces, opens, clicks, replies and unsubscribes.
Email & text message replies are automatically allocated to leads ready for follow up.
Spam feedback tells you how many of your email recipients are reporting your email as spam.
High delivery rates through our relationships with major email providers, email best practices and high grade text messaging routes.
Cloud hosted (software as a service), perfect for businesses with multiple sites, homeworkers or field sales.
Fully rebrandable for deployment to your business partners as your own service.
Run from your domain such as '[login to view URL]'.
Also product must be capable of supporting mutliple users from multiple companies who each have their own secure database of customers.
Let's discuss over freelancer Personal Message Box for the proper estimation of cost and time.
I am myself doing programming so you will directly work with one person and that's me. No mediators. No managers. No subcontractors.
see my recent work for the technical expertise along with reviews & feedback on my profile page.
Kindly ignore the bid amount & time-line, it is just a placeholder, as we still need to analyze your requirements more in depth & discuss with you.
--------
Dear Sir,
I have read your Project Description and understand the overall requirements of your CRM Application. Actually we are currently working on 2-3 CRM projects, so our team already have enough experience working on this kind of Application.
So, this initial message is just a formal confirmation that we are interested in this Project & technically there are no hurdles, as we have experienced team (40 + developers & few Designers) but for the price/time-line and overall process of work, we can discuss, once you drop me a message thru' Freelancer message board, as our first message to you is not formatted in a proper paragraph & also limitation of characters.
Look forward to hearing from you and talking to you further thru' Freelancer message board.
Regards,
YK
LEADconcept
Hi,
Hope all is well. We have gone through your requirement and would like to discuss about your
project more into detail so that we both are on the same level of understanding which would
enable us to come up with correct estimate for your project.
Would appreciate if you can please suggest a good time to connect ?
Thank You,
Varun Dharni | Medma Infomatix Team.
Hello
Sri Technocrat will provide fully interactive application/website for your project. As per the detail, Sri Technocrat will provide three template functional schemes and sample pages to make your choice for layout. It will be developed as per your requirement document. We would invite your feedback and suggestions on the selected format so as to make it exactly as per your requirements.
The timeline for development is stated along with the bid. During development period, the site would be visible on one of our test servers. At the time of transfer of complete application to your control, we will send you complete code and documentation. We will provide a copy of complete site management manual.
The total cost of the development is stated along with the bid. Sri Technocrat takes services of professionals in the fields of graphic designer, site management and programming. In order to provide best performance and in time, we accept milestone payment along with contract. We transfer all source codes, security protocols and password management to the client. We carryout site development in a modular form, so that and additional feature / facility can be added without disturbing the existing site.
Thanking you for considering Sri Technocrat as a partner in development.
With regards,
Sri Technocrat
Hello Sir,
We have a specialized resources on cloud based systems.
Our products talks more about the Specialized CRM features.
CRM includes the desired features mentioned in project description.
We would like to discuss more about your requirement.
So please ping me on PM. we can show more details at the time of demo itself.
Thanks,
Kailash Kurle
Greeting from BSP( Build Smarter Planet ) Software Services, I have read all the requirements to build the web Online Hotels engine, I am very confident to do this project from start till end. I have more than 10 years experienced and successful launched many web before, I will design the modern web for you, I definitely have some questions when I discuss project with you. I will finish this project in timely manner and will finish it in time, Thanks