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Custom CRM Service

We are looking at creating a CRM platform to allow users to subscribe to our services and have their own CRM platform to use. Each business CRM will be separate.

The CRM will have customisable fields, departments and pipelines the the company admin will create and edit.

Pipelines can have different actions when dragged from one to another.

Depending if the company is B2B or B2C depends on if contacts or organisations are the key point of contact.

Mock up created in Adobe XD - I would prefer the selected Freelancer to work with me on the design and layout.

[login to view URL]

I have no milestone or due date. This is a personal business venture and I do not have any financial backing. This will be a small and steady project due to cashflow.

Some Required Features:

Customer portal

Xero Integration

Create invoices (draft)

Merge products from Xero

View previous invoices from the CRM

Quote builder

Allow clients to create potential orders from customer portal

Reports

Users to be able to make and run customised reports (internal)

Emails

All staff to be able to use the CRM to view and send emails

Emails viewable by others when connected to a lead, organisation or contact based on preference.

Calendar

Each CRM user has their own calendar

Shared Calendar

Pipeline can create / popup calendar

Screen Share Meetings

Setup and send meeting invites (Email)

Allow the client to follow a link to join the remote online meeting

Stock Inventory -

Track stock entering

Track stock being attached to organisations

RMAs to be generated

Personal inventory

E-signature

Send documents to get signed

Staff to get worksheets signed or other documentation signed

Technology

IOS & Android apps to be made

Must work on all browsers. The customer portal must work on old IE versions.

Up to date language that easy to work on and update

Email & SMS to be sent from CRM

GPS tracking on (Internal user groups - Staff)

Route planning, allowing project management to plan when engineers are close together.

To view future events when booking appointments or call outs.

Internal Chat.

Full chat application. With group creation.

Allow organisations to chat to their users.

Marketing - Link to Mailchimp for marketing

Project Room

Where the Sales team, Project managers and clients can talk about the project and requirements. Where files can be exchanged and the deal can be viewed.

Document sharing

Attach documents to clients for internal users to view

Allow clients to upload files to there account.

Support tickets

Attached to organisations

Users

Invite codes only, no user can created an account

Internal staff can create users and attached to organisations

Organisation users can add other organisation users

News feed

Allow organisations to have their own news feed (Similar to facebook)

Internal users can add to news feed to display on correct organisations news feed.

技能: 客户关系管理, HTML, Mobile App Development, 网站设计

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关于此雇主:
( 0个评论 ) Chelmsford, United Kingdom

项目ID: #17953664

31 威客就此工作平均出价 £1996

MobiStudioz

Hi there, I read through the job details extremely carefully and I am absolutely sure that I can do the project very well. ►►Overview- -CRM Mobile Application Development. ►►App Flow- -User profile manageme 更多

£5000 GBP 在60天内
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7.7
fortranPRO

Hello there, Greetings from fortranPRO. I've carefully read mentioned requirements, also I've worked on similar projects to what you are looking for, and I'm confident that I can exceed your expectations. I've a 更多

£1200 GBP 在20天内
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ITWhiz4U

Custom CRM Service Hello, client. My number one priority is customer service and satisfaction! I can develop iOS and Android apps, server backend api and admin panel in PHP,MySQL and Website for the app. 更多

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AxonTech

Hello, Our Custom CRM Service: - [login to view URL] (Logins will be given in PM) We have 4+ years of Expertise Team of developers with us. Please get connected for further discussion. 更多

£2000 GBP 在20天内
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technorizen

Hello, I have 6 years of experienced on mobile application and development web services I have gone through your project requirement specification and as per my previous experience with this I am capable to do this 更多

£1125 GBP 在20天内
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8.5
Smart1902

Hi, As per your requirement in Mobile & Web development, I have relevant skills to provide you the best quality [login to view URL] you find me suitable for this work please ping me on chat for further details. Thanks

£1250 GBP 在20天内
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7.4
yinfu

Hi. How are you? I saw your description carefully. I have rich experience and high skill in Mobile app development with 7 years. - iOS11 & Kitkat by XCode, Swift, Cocoa-pods and Objective-C - Android Studio, 更多

£3333 GBP 在20天内
(39条评论)
7.4
hjr122413

Greetings. I have read your post carefully. I can meet your requirements fully. I have already built apps similar to your requirement in the past. Give me one chance to work for you, will sure give you 100% hig 更多

£1250 GBP 在20天内
(76条评论)
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fullymagento

Hello There , My name is Santosh. My team has 7 years experience designing and developing using CodeIgniter, WordPress, Magento, Big commerce, Interspire, , Node Js, Angular Js, and Mobile Apps. We have completed m 更多

£1250 GBP 在20天内
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buldier08

My name is Nelson. I read your project description and understand your idea. please contact to me and let's discuss your project. I can develop your project, "Custom CRM Service " perfectly without any issue. T 更多

£1250 GBP 在20天内
(10条评论)
6.6
AzzkaNoor

I have seen your job posting and I have to ask some questions. Please come over the chat so we can discuss things. All the skills/experience will be discussed/revealed over the chat. I need to know the technical deta 更多

£1250 GBP 在20天内
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6.6
AwaisChaudhry

Hi there, I have checked the details I have rich experienced with CRM, HTML, Mobile App Development, Website Design. Please initiate chat so we can discuss this job.

£1250 GBP 在20天内
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6.8
ecurser1

Hello, i have great experience & I like to discuss your requirements in brief and present you my queries on your requirements. I would like to work with you in this project may we have a quick call for a better unders 更多

£1250 GBP 在20天内
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6.7
lavizsolutions

Hi,      I don't know how you plan this in this budget and also you get proposals in this budget. either they don't know what to devlope or they have ready solution. 1. Case Management system. http://lavizsolut 更多

£15000 GBP 在90天内
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6.3
Beauty1409

Hello, I have gone through your project requirements. I want to assure you that for this project, I will be your cup of tea. As I have a team having perpetual knowledge in Mobile & Web App Development. thanks

£1250 GBP 在20天内
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5.7
artiboria

Hi i am an expert developer i have 10 year experience i can do this in 3-5 days please send me reply so that we can discuss more thank you

£750 GBP 在20天内
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5.4
krishaweb

Hello, Hope you are doing well! We at KrishaWeb are most preferred agency for our client due to 100% recommendation and “5 STAR” rating from our clients which we achieve through an excellent client support as wel 更多

£1916 GBP 在20天内
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LetsDezign

I have gone through your project description and i am interested in your project, i am 100% sure that i can deliver the expected work in a timely manner, Kindly click on the chat button and send me a message to discus 更多

£1250GBP 在1天里
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unikinfoways1

Hello Sir, I have read your requirement and understood that you are looking a Mobile App Expert developer to develop a Custom CRM Service. I have read your requirement and understood features and functionality o 更多

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Tikdragon

Hello. I hope your business is successful. I read your requires and understood. I have been performed the app similar to it. I have perfect potential to successfully complete your project. Let's talk about it. I' 更多

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