Custom CRM Package
This CRM package needs to be hosted on our website. It needs the ability to do the following below.
Data To Contain
Fist Name, Last Name, CRN Number, Account number (Automatic), Home Phone, Mobile Phone, Email, DOB, Street Number, Street, Suburb, Post Code, State, Centrelink Benefit, fortnightly Amount, Start Date, Duration (fortnights), Credit Card Number, CC Expiry,
Data To Generate
- Client Status ( Start Date + Duration < Current Date) Client, Active, Lead
- Client Owing ( Fort nights since start * Payments)
- Client Paid ( Fort night since start * Payments – Client Owing)
- Application Forms, Centrelink Application form + Contract + CC Auth Form
- Combine Income (All Clients * Client Paid) Needs to be able to YTD and custom date formats etc
- Combine Owing (All Clients * Client Owing) Needs to be able to YTD and custom date formats etc
Functionality
- Form data
- Auto fill forms,
- Ability to export into excel
- Ability to sort
- Ability to search
- Ability to make graphs
- Ability to store long term data
- Ability to view clients by their status
- Ability to enter lead data from online form filled out by clients
Extras
- Nice graphic design
Hello
I have a good experience with CRM systems and developed a lot of Web & Desktop based systems. Your requirements are quite simple and i can deliver u a nice looking crm having the expalined features in less then 5 days.
Once you select me as a winner we will chat together and define systems specs and then ill deliver u. Any bugs for next 3 months will be solved without any cost.
$500 USD en 10 días
5,0 (19 comentarios)
6,2
6,2
18 freelancers están ofertando un promedio de $995 USD por este trabajo
Hello,
PS Infotech is a 100% Export Oriented Software Company has bulk of out customers are in Europe and USA.
We have got talented software engineers from leading MNCs covering the area like PHP/MySql, Ajax, Joomla, Drupal, Illustration, LOGO & Banner. We have also got the SEO experts (OnPage & OffPage) & Creative 3D Animation Works.
It would be our pleasure to work with you giving the best of services within a stipulated time framed & work with a reasonable price structure.
Please look into PMB for some of our recent projects.
Thanks & regards,
Partha Goswami
Based on your requirements I would recommend a Joomla installation, with Fabrikar extension for handling the data base and forms. There is another extension SQL2Excel Pro that can handle all of your Excel output needs.I will set up and configure the site for you. We can also provide you with a template for the site, or you can seek out a template designer. Please contact me if you have any questions.
UK-based, native English speaker. Lots of AJAX web-development and design experience. I know just the task you're talking about, because I've developed my own frameworks. Could use an existing framework like Joomla or Drupal - I prefer Zend or CodeIgnitor personally - but once you do you tie it to a framework it has to stay with that framework, besides which a lot of frameworks aren't AJAX-friendly. Depending on spec and exact requirements, it might be worth being done bespoke or using one of my AJAX-based frameworks. I work for $7/hour - that's $7/hour if I deliver in less than 13 days and $700 if I deliver in 13 or more days.
I've expertise in CRM. Done many CRM projects.
I can provide all the features noted in the requirement.
Please reply for further discussion.
Thanks,
John