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161437 CRM Clone - netsuite

N/A

In Progress
Posted over 16 years ago

N/A

Paid on delivery
Need a complete clone of the software not the website of [login to view URL] The features include but are not limited to: CRM Sales Force Automation • Territory Tracking & Assignment • Lead Routing • Opportunity Management • Quote Generation • Sales Order Entry • Upsell Manager • Offline Sales • Advanced Forecasting • Mail Merge E-mail/Mail • Purchase History • Support History • Sales Tools Publishing • Probability Tracking • Real-time Commission Reporting • Deal Expiration Notification • Flexible Commissions Schedules • Tiered Commissions • Real-time Credit Card Authorization • Forecast & Quota Management • Competitor Tracking • Team Selling Marketing Automation • Bulk E-mail • Telemarketing Management • Print Management • Direct Mail Management • Campaign Creative File Cabinets • Upsell Campaign Wizard • Message Personalization • Alternate Tag Capability • Campaign Scheduling • Campaign ROI Reporting • Coupon & Cross-selling • Customizable Online Lead Forms • Referral/Promotion Code Tracking • Campaign Tracking • Lead Source Management • E-mail Campaign Marketing Management • Targeted Segment Creation by Purchase History Customer Support Management • Case Message Center • Case by Product Tracking • Priority Tracking • Flexible Queue Management • Case Assignment • E-mail case capture & creation • Online Self-Service • Escalation and Notification • Auto-escalation • Case Tracking by Products & Services • Online Customer Center • NetAnswers Knowledge Base • Billable Time Tracking by Case • Issue Management Partner Relationship Management • Order Entry • Partner Activity Reporting • View Customer Cases • Joint Lead Management • Real-time inventory access • Promotional Discounts • Marketing Campaign Publishing Real-time Dashboards • Executive & Role-based Dashboards • Publishable Layouts • Drag and Drop Personalization • Key Performance Indicators • Quick Search • Graph & List Report Snapshots • Custom From Scratch Snapshots • RSS Content Feeds • Scheduled & On-demand Dashboard Alerts • Customer Dashboard • KPI Scorecards Productivity Tool • Group Calendaring • Import/Export of Records • Outlook and Palm Sync • Anytime/anywhere Web Access • Executive Dashboard and Key Indicators • NetBase Custom Records • Spell Checker • Duplicate Detection & Merge • Expiration Dating • Customizable Reporting • File Cabinet • Reminders Customization • Click Not Code • Configuration • User Privileges • Real-time Dashboards • Custom Records/Tables • Terminology • Custom Code • Customer Fields • Customer Saved Searches • Drop Down List • Forms • Customizable Roles • Customizable Dashboards • Web Site Developer's Kit • Report Publishing & Audience • Analytic Variables Import • Streamlined Custom Field URL ERP Financials • General Ledger • Multi-tier Chart of Accounts • Financial Statements • Accounts Payable, Multi-currency • Accounts Receivable, Multi-currency • Payroll, Direct Deposit • Multiple Budgets • Advanced Billing • Revenue Recognition • GAAP Reporting • Allocations • Multi-tier Chart of Accounts • Check Printing • Online Banking • Bill Payment • Updates Taxes • Generate & Edit W-2, 940, 941 • Print 1099 Forms • Customizable Chart of Accounts • Reversing Journal Entries • Accounting Periods • Customizable Chart of Accounts • Credit Card Address Verification • EFT Bill Payment • Memorized Transactions • Aging Periods • Vendor EFT Payments • Advanced Project Accounting • Amortization Schedules Inventory • Specific Costing • Item Kits • Item Images • Pricing Rules • Audit Trail for Inventory Adjustments • Replenishment Warnings • Multi-location • Multiple Units of Measure • Kits, Assemblies • Average, LIFO, FIFO Costing • Price Levels per item • Preferred vendor records • Lot Management • Barcoding • Expiration Dating • Serialized Inventory • Inventory Matrix Items • Reorder Point Tracking, Notification • Physical Inventory • Bin Management • Landed Cost • Demand Based Inventory Replenishment Purchasing • Back Orders • Purchase History • Special Order P.O.S. • Approval Routing • Partial Receipt Tracking • Requisitions • Purchase Orders • Purchase Request Tracking • Receiving • Accounts Payable Order Fulfillment • Multiple Ship To • Multiple Bill To • Sub-Customer Tracking • Discount Calculation • Sales Taxes • Bulk Order Approval • Handles Partial Shipments • Back Orders • Order Tracking for Customers • Quote/Estimate • Order Processing • Available to Promise • Inventory Commitment • Pricing & Discounts • Sales Tax • Credit Card Authorization • Pick/Pack/Ship • Drop Shipments • Special Order Purchase Orders • FedEx Shipping Integration • UPS Shipping Integration • Returns Employee Management • Time and Billing Entry & Reporting • Remote Time Entry • Integrated Case Management • HR Publishing • Schedule and Task Management • Employee Records • Payroll, Direct Deposit • Expense Reporting • Time, Expense, Billing Approval Routing • Reminders Customer / Vendor Center • Order History • Track Shipments • Return Orders • Update Profile • Pay Invoices • Online Self-Service General • QuickBooks Import • CSV Import/Export • Always On Audit Trail • User Privileges • Data Exports • Comprehensive Online Help • Printed Documentation • Mult-User Options • Free Accountant Access • Company Consolidation Ecommerce Web Store • Special Pricing • Customer Specific Pricing • Inventory Integration • Subscription & Periodic Billing • Mass Price Updating • Coupon Processing • PayPal Integration • Credit Card Processing Online • Cross-selling • Shopping Cart • Multi-currency shopping cart & checkout • Custom Check-out Forms • Document Sales • Order Confirmation • Multiple Shipping • Tax Calculations • Campaign Code Capture • Promotional URLs • Electronic File/Software Download • Auotmated Upsell Recommendations • Gift Certificates • Item Coupons/Discounts Web Site • Website Hosting • Multi-domain hosting • Domain Name • Multi-domain Name Routing • Meta Tag Support • Page Specific Meta Tag • Publish Dynamic List • Advanced Site Building • Online Forms • Multi-Lingual Websites Web Analytics • Visitor Click Stream • Visitor Pages Viewed • Referring URL ROI Reports • Search Term ROI Reports • Site Activity • Cart Abandonment Analysis Customer Management • Customer Self-Service • Knowledge Base Access • Customer Bill Pay • Order Initiated Customer E-mails • Customer Transaction History • Online Case Forms Forms & Publishing • Case • Lead • Customer • Intranets • Extranets Web Store Developer's Kit • Shopping Cart & Product • Integration • Password-protected Customer Center • Transfer Data Via XML • Online capture forms for leads, customer info, cases etc. • Complete HTML customization of online forms • E-mail notification on online lead capture • Automatic online lead routing rules/workflow Reporting • Real-time Dashboards • 100 standard reports • Customizable Reports • Saved Searches • Report Export Capabilities • Advanced Analytics Capabilities • Key Performance Indicator Snap Shots • Audience Control on Report Sharing • Ad Hoc "from scratch" Report Creation All serious bidders must show similar examples and have references. We have a database site already created with many features and functions we are not happy with the look and feel of the site and need a new image implemented with a couple new fetures. Please find attached screen shots of the new image. We can supply all the graphics. We have a calendar function in the database but we want it where on the main page the calendar daily events display on the left hand side. In addition currently when we create an invoice or quote it emails the customer a link where they can then click on it and see the quote or invoice on line, we need it where when we can click and send the invoice or quote but it emails the customer the invoice or quote as an attachment whether it be in the form of a pdf file or gif we dont care just needs to be included into the email. Project terms and Payment: The programmer will be responsible for product support for 60 days after project conclusion for any outstanding software bugs. After the 60 day period, programmer will have fully fulfilled their obligation towards this project. A time line will be set for project delivery. If the time line is not met an extra 7 days is given to the programmer to complete this project. If the time line is still not met, the project will be forfeit and the escrow payment will be returned to US. This is a binding condition of the agreement so please be sure you can deliver in the time line you quote before committing. Upon agreement to this time line, we will escrow 50% onto your account, but a working demo of the site must be completed. remaining amount will be escrowed onto your account when the site is uploaded to our server and we will then need 1 week to work out software bugs and Upon successful completion on all bug fixes, payment will be released to programmer.
Project ID: 1907626

About the project

Remote project
Active 12 yrs ago

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About the client

Flag of UNITED STATES
Boca Raton, United States
4.8
102
Payment method verified
Member since Jan 31, 2010

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