Dedicated CRM system

Closed job
Expected budget:

Proposed by freelancer

Preferable skills:
html
mysql
php
sql
web application
Published:
Valid until:

Job description

We are looking for a contractor for a CRM system combining the work of three departments in the company working on a common list of clients.

Functionalities:

Section I:

Creating projects (customer accounts)

The ability to create notes about the client

Add / edit login details and budget information

The ability to create notes about the client

Preview to public notes about the client

Split notes into public and private

Possibility to assign statuses to clients (important client, less important, pissed off)

Possibility to create messages with the assignment to the employee dealing with the client.

The ability to receive messages from other people associated with the project

Possibility of cyclical reporting of activities on clients

Possibility to enter the work performed (text field repeatable)

Ability to input data from a CSV file

Generating and automatic sending of reports (based on the data from the point above)

Marking the linking with an automatic e-mail message to the customer after each link.

Dividing and sorting clients by package / validity

Section II

Create projects

Preview and editing of registration data

Add / edit login details and budget information

The ability to create notes about the client

Preview to public notes about the client

Split notes into public and private

Possibility to assign statuses to clients (important client, less important, pissed off)

The ability to create messages with the assignment to the employee dealing with the client.

The ability to receive messages from other people associated with the project

Possibility to mark the date of contact with the client

Reporting data on the number of contacts with total customers and by customer. Service value data. other data? To the excel file

Dividing and sorting clients by package / validity

Division III

Create projects

Entering register data

Generating commercial offers in the form of a unique link or pdf

Required functions:

rwd, potential integration with api asana and api google

Submitted offers (23)

Dragon Mastercode

3 deals
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Added: on 2021-10-04

BWCoders

  • api
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  • cms
  • ... (+14)
Added: on 2021-09-18

GRADEV Łukasz Graczyk

  • api
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  • c#
  • ... (+12)
Added: on 2021-09-16

dumpingowiec.pl

1 deal
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  • delphi
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  • ... (+2)
Added: on 2021-09-15

Kamil Ćwiertnia Beziworld

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  • adsense
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  • ... (+21)
Added: on 2021-09-15

SSH

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  • ... (+64)
Added: on 2021-09-14

p.robertgajda

3 deals
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  • mongodb
  • mysql
  • ... (+4)
Added: on 2021-09-14

Codema

  • agile development
  • android
  • api
  • ... (+46)
Added: on 2021-09-13

mpSOFT

  • c++
  • databases
  • MSSQL
  • ... (+4)
Added: on 2021-09-13

MMS

12 deals
  • api
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  • c
  • ... (+10)
Added: on 2021-09-10

Geeknauts

  • android
  • backend
  • Flutter
  • ... (+7)
Added: on 2021-09-09

AdrianM

  • databases
  • html
  • html5
  • ... (+3)
Added: on 2021-09-09

Eagle Code

  • backend
  • cms
  • coding
  • ... (+11)
Added: on 2021-09-09

VisionSpot Jacek Matusik

  • adobe illustrator
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  • adobe photoshop
  • ... (+14)
Added: on 2021-09-09

Marek Świerkot

  • api
  • backend
  • c#
  • ... (+9)
Added: on 2021-09-08

Liki

  • adobe illustrator
  • adobe indesign
  • adobe photoshop
  • ... (+44)
Added: on 2021-09-08

DynField Solutions

  • agile development
  • android
  • c
  • ... (+23)
Added: on 2021-09-08
Added: on 2021-09-08

Marek Kaczmarek

2 deals
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  • adobe illustrator
  • adobe indesign
  • ... (+26)
Added: on 2021-09-08
Added: on 2021-09-08
Added: on 2021-09-08

SoftSquad

5 deals
  • api
  • backend
  • blog
  • ... (+19)
Added: on 2021-09-07

weblead

  • api
  • backend
  • crm
  • ... (+15)
Added: on 2021-09-07