CRM enhancement

$16-65 HKD / hour

Closed

Posted

over 4 years ago

$16-65 HKD / hour

- sales Login - sales <>Customer relation management - client Login - client registration flow - Checklist report for trace document in the registration flow (sales/admin) - Document upload for account opening, all signed purchase docs by CRM users (admin/ sale) - Commission system (received income - commission pay to sales = sales report, sales commission report , supplier incomes, client payment income ) - Mass email to all clients (with no scheduling) - annoucement - Host on Google Cloud Platform, providing Google-Level security, unlimited bandwidth & storage - Client Contact information - Client Birthday reminder, list of birthday of client with access control (admin/sales login ) - client follow up notes (text only, with history and time) - Products lists (General Insurance, Investment, Bonds) - Product Provider (suppliers ) Contact Information - buy , sales Transactions record & history ( client /sales / admin login can view ) - transaction record Reports, monthly, annual - input excel into client valuation Report (Valuation, Gain/ Loss) - Product renewal alerts set up - Import/Export Excel functions for Data base, transactions history - Working schedule for each login (sales /admin) includes calendar event operation, with clients meeting schedule

PHP

CRM

Software Architecture

MySQL

Microsoft Access

Project ID: 22194998

About the project

23 proposals

Remote project

Active 4 yrs ago

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23 freelancers are bidding on average $48 HKD/hour for this job

@emizentech

Hello I can be an ideal candidate for this project as I have developed 800+ Websites and applications. I can assure you about the best quality of the work as I have vast experience in complete WEB DEVELOPMENT. I am a full stack developer. I do have over 10+ year of experience in responsive & complete development. I am well versed in the technologies such as CSS3, HTML5, JavaScript, Angular JS, PHP, Laravel, Code Igniter,Python, MongoDB, React JS, NodeJS, WordPress, woo-commerce, Android & iOS development, Shopify, Joomla, payment gateways, third party API, plugin development, integration and customizations. Please initiate a chat for further discussion. I am waiting here for your positive response. Thanks & Regards Vivek

$50 HKD in 40 days

4.9

(581 reviews)

8.9

@bhardwaj786

Hello, I have came across with your requirement and will assist you with the CRM enhancement which you listed, I have worked on many CRM i.w ZOHO, CIVICRM etc. and I am confident to provide you a website with latest feature competing the modern requirement and best user friendly experience. I am available to start the project right away, I can start with minimum turn-around time. I will deliver you a quality work with best user friendly experience, I can discuss long term working relationship. Looking forward for your response Regards Viren

$45 HKD in 40 days

4.9

(621 reviews)

8.7

@erashrafkamal

Dear Employer, Hope all's well..!! I have gone through your job description and found my skills best suited for this project. You can hire expert Web developer for CRM enhancement. We are having hand full of experience on the Broker <>Customer relation management platform. I have developed Software Solutions like 1. Billing Software 2. Restaurant Management ERP Software 3. Restaurant POS 4. Restaurant billing software 5. Health Care Software (End of end tracking of billings, reports, doctors schedule etc) 6. Product based ERP/CRM 7. Service based ERP/CRM 8. Inventory Management Software 9. Retail Software 10. Supermarket Software 11. Customized Software development If you want, we are ready to give you small test. Kindly ping me on the freelancer chat box for further discussion. I am Sincerely looking forward to communicate with you as a person and I would really appreciate if you give us your valuable time. Regards, Ashraf K.

$60 HKD in 40 days

5.0

(47 reviews)

6.8

@Agiletechstudio

Hi there, I read your initial requirements and I have some questions regarding your CRM enhancement project. please send me a message so that we could discuss it further.

$25 HKD in 40 days

5.0

(65 reviews)

6.8

@poojaexpertz

Hello sir, After reviewing your post, I am very interested in that due to my experience. I'm expertise in php, core php, CMS, HTML5, bootstrap, wordPress and many other technologies. I have 8+ year of experience in development & designing. Just give me a response and I assure you won't be disappointed. Looking forward to hear from you and hoping for a long term work relationship. I will satisfy you. Best regards,

$41 HKD in 40 days

4.6

(42 reviews)

5.2

@Bitico

I am currently work with processes, database CRM, preparation of minimum reports in stock or stock, customer, I can complete your project with high quality.

$72 HKD in 44 days

0.0

(0 reviews)

0.0

@manupokh

Hi There I have more than five years of industrial experience as a web developer. I have developed educational ERP, Real-estate ERP, e-commercial application, inventory management system and many more so far. I can work with a team as well as myself from scratch to the deployment of the project according to the project requirements. I believe communication is the key to any successful project, and I'd like to start things off on the right foot but suggesting we schedule a chat session to discuss the project further. This will enable us to make sure we communicate well and that both parties are completely comfortable with the scope project. Please let me know a time that works best for you and I will make sure that I make myself available.

$41 HKD in 40 days

0.0

(0 reviews)

0.0

@AbacusSolution

Can we please share access of your current CRM application for our review ? Can we look at database schema for our review ? We have created numerous SaaS based ERP/CRM applications from scratch and we would like to demo you few of our reference ERP/CRM applications just to showcase our capability Most of the common feature we have in our reference SaaS based ERP/CRM application are :- - Use Role and Permission - Order Management - Invoice Management - Custom CRM - Payment Tracking and history - Document management - Vendor management - Task assignment - Google calendar - Google map - Purchase order - Sale Order - Reports Etc. We are a software development company having more than 20 years of experience in cloud based technology solutions like CRM, ERP, Inventory management system, Order Management system, HRMS, Accounting Solutions, QuickBooks Integrations and custom software development as per specific requirements. Please suggest your availability with your #Sky-pe Id to demo our reference application through screen sharing session and discuss about your project in detailed. Thanks

$16 HKD in 40 days

0.0

(0 reviews)

0.0

@aami15

Hi there! Hope you are doing well! I gone though your requirement which can be easily achievable. we have more than 4+ years experience in the field of software design and development. We have talented and skilled team members. we did many projects in dynamic 365 and portal work. We are happy to show you our previous work and make sure the quality and accuracy of our work. We are guarantee to make our clients 100% satisfied.

$50 HKD in 8 days

0.0

(0 reviews)

0.0

@SysSahil

I’m an entrepreneur in the enterprise business industry. I have implemented some large projects for organisations like Hindustan Petroleum Corporation Limited, Powergrid Corporation of India limited, South African Reserve Bank and others. I work with software companies like CA Technologies, MicroFocus, HPE, Creatio etc. we are also a system integrator partners with Creatio. My strength areas include IT Service Management, IT Asset Management, Software Asset Management, Business Process Management, Customer Relationship Management, Business Intelligence and Infrastructure Management softwares for mid-large enterprises. I’m a web developer and a python programmer and a professional project coordinator, planning to get my PMP certification. I’m also a certified analyst and developer on the Creatio’s (former Bpm’online) low-code CRM platform.

$66 HKD in 5 days