Build a online CRM

종료 등록 시간: Jul 15, 2015 착불
종료 착불

Main Features:

- CUSTOMERS AND LEADS MANAGEMENT

Contacts, Addresses, Notes and Groups. Create new fields. Easily link

everything under a Customer. Multiple contacts per customer.

- TRACK QUOTES AND JOBS

Online Quote Approval, Job Task Discussions and Task Timer. Create and

send a PDF Quotes. Record Job expenses.

- INVOICES AND PAYMENTS

Send PDF Invoices. Automatic overdue notices. Generate PDF invoices,

email invoice to customer straight from system. Mark when invoice is paid.

Overdue notices. Part payments & invoice merging.

- NEWSLETTERS

Create newsletter for mass email.

- INCOME AND EXPENSES

Overview of upcoming payments and other finance reports. Track your

income and expenses. Estimate your monthly income. View historic

financial data. Schedule recurring bills. Reminders and budgeting.

Customer Management: Manage your customer database in this easy to

use CRM. Store, search and group customers. Import from CSV. Keep

private notes. Multiple contacts per customer.

- Invoices: Generate PDF invoices, email invoice to customer straight from

system. Mark when invoice is paid. Overdue notices. Part payments &

invoice merging.

- Income & Expense: Track your income and expenses. Estimate your

monthly income. View historic financial data. Schedule recurring bills.

Reminders and budgeting.

- Online Payments: Receive payments on invoices via secure PayPal,

Google Checkout or Stripe. Invoices marked as paid upon successful

payment. Part payment on invoices. Payment history. Payment receipt.

- Membership Subscriptions: Manage members from your group or club.

Get alerted when members subscription is due for renewal. Generate invoice

and receipt for membership subscription.

- Jobs: Link Jobs to Customers and Websites. Send Job Quote to customer

for pre- approval. Customer can track Job progress. Add Tasks to Jobs.

- Email Newsletters: Send bulk email newsletters to groups within your

system (eg: Customers, Members, Recently Completed Jobs). Template

editor. Bounce, unsubscribe and link click tracking.

- Calendar: A great easy to use Calendar for organising your business.

Similar to Google Calendar. Create events, assign Customers and Staff

members.

- To Do List: Dashboard overview showing your TO DO items (such as

upcoming jobs, invoices that haven't been sent, tasks requiring admin

approval, new file uploads).

- Mobile Device View: This system comes with a cut down mobile friendly

view. Try it from your phone to see! You can also disable the “mobile view"

and use the standard responsive layout if you wish.

- Import & Export: Import and Export information from the system in CSV

format. Preview import before it occurs. Import data into specified groups

for easier sorting.

- Staff/Customer Login: Customers can login to view their information and

perform restricted actions. Multiple staff accounts. Control permissions &

view login history.

- PDF Invoicing: Convert invoices into PDF documents. Email PDF Invoice

to your customer straight from the system. Full control over invoice template

layout. Send PDF invoices marked as “overdue" or “paid" as well.

- Automatic Invoice Renewal: Choose an Invoice Renewal Date and CRM

will email automatic PDF invoice renewals and overdue invoice reminders.

- Automatic Overdue Emails: Choose an Invoice Due Date and CRM will

email automatic PDF overdue notices if the invoice hasn't been paid.

그래픽 디자인 HTML PHP 웹사이트 디자인

프로젝트 ID: #8075341

프로젝트 소개

46 건(제안서) 재택 근무형 프로젝트 서비스 이용 중: Aug 21, 2015

이 일자리에 대한 프리랜서 46 명의 평균 입찰가: $1108

SRajpurohit

Hello there, We can complete the task and can develop the CRM as we are a team of developers working on Web App development. Please open PMB for an in depth discussion. -Jayvadan

$1394 SGD (35일 이내)
(304 리뷰)
9.0
narmadatech

A proposal has not yet been provided

$5835 SGD (15일 이내)
(329 리뷰)
8.5
madhavdutta

Hello, I have gone through your project description. I can understand that you are looking for a CRM to track customer and all their activities would like to share my thoughts over project therefore I am looking fo 기타

$5154 SGD (30일 이내)
(232 리뷰)
8.8
gopalvora

Hi I have gone through the details of your project and we find it well within our capabilities. I can create and deliver the project as per the information.I have skilled, expert programmers I'm very excite 기타

$710 SGD (22일 이내)
(552 리뷰)
8.4
pointlogic

Hello..I have an experience of more than 6 years in web development and maintenance. I have in-depth knowledge of php, mysql, jquery, paypal integrations, API's, css, html, html5. Our team is experienced, creative & 기타

$736 SGD (15일 이내)
(356 리뷰)
8.2
Aloknano

Hello Employer!! Your search for an ideal & reliable freelancer has ended, as you have reached the right place. We have a team of most talented & experienced graphic designers, web designer, apps developer and web 기타

$515 SGD (10일 이내)
(340 리뷰)
7.8
sritechnocrat

Hello Sri Technocrat will provide fully interactive application 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 기타

$988 SGD (30일 이내)
(96 리뷰)
7.8
gatelogix

Hi, we have read your project description regarding to build an online CRM. we are willing to develop this system as per your mentioned requirements I have some questions and recommendations. Let’s meet to avail limi 기타

$1000 SGD (15일 이내)
(125 리뷰)
7.2
MagicIT

hello i had understood your requirement and i can do this project confidently as your requirement with a great perfection. lets discuss more in message.

$750 SGD (10일 이내)
(154 리뷰)
6.5
mikeblane

Warm Regards, I am pleased to inform you that your PR matches our expertise who own all the right credentials to execute this job in a very proficient way with a proven track record (more than 97% Completion ratio) whi 기타

$710 SGD (25일 이내)
(73 리뷰)
6.8
seleniumsoln

Hello, I have read your project requirement and I'm interested in completing this project for you. I'm a professional Web developer and coding master. As you can see, my rating is %100 which is very rare on freela 기타

$500 SGD (7일 이내)
(121 리뷰)
5.9
rana100

I am a php mysql,wordpress,javascript & css expert. I am ready to start with your project. we can accomplish this endeavor hastily. 100% accuracy, delivery in right time and within budget is guaranteed. we can di 기타

$555 SGD (10일 이내)
(29 리뷰)
5.3
jtorresg

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$1177 SGD (30일 이내)
(2 리뷰)
2.3
asingh0706

I am an web developer with 3 years of experience on big projects. To have a look at my projects please pm me. You are most welcome to discuss the projects with me.

$555 SGD (10일 이내)
(2 리뷰)
1.8