I need of a CRM system that handles all of their company information such as:
• Customer Details – Title (Mr, Mrs, Miss), First Name, Last Name, Company Name, First Line of Address, Town, City, Postcode, Landline Telephone, Mobile Number, Email Address, Notes.
• Diary / Calendar - Basic Calendar feature which allows all users to log in diary events.
• Accounts Details (Incoming Money and Outgoing) – 2 x Databases, showing a list of incoming funds, and a list of outgoing costs, with fields for description, cost for both. This is to tie in with the invoicing feature, so it shows the amount and description in the incoming database once the invoice has been maked as paid.
• Projects – Record of new projects, ongoing projects and completed projects, showing stages of the work such as meeting time, work time etc. Allowing the user to mark out different stages of the project.
• Invoicing and Quotes / Estimates – A database showing lists of invoices which can create a PDF invoice. Invoice name can feed from customer details and balances and descriptions can feed from projects, and then paid invoices show under incoming account details.
• Reporting – Reports on their monthly balances, customer reports, project completion time reports.
The first screen would be the login screen which shows a user name and password field. This screen is to show the systems name ‘Vader 9000’ and the company logo, which I have sent over Skype.
The Dashboard will show a pie chart showing info from the reporting tool, and a number showing how many active projects are in the system. Will show a range of different buttons linking to the sections underlined above.
Below shown some examples;
plz come on chat now so we can discuss more....am waiting...
Dear Sir, I am really interested to work on this project, I can start the work now , and can provide the best services from my end. Please come on chat to discuss more about the project.
Regards,
Bhagwan
Dear Sir,
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can u provide your email or sky-pe etc for further discussion about the project.I am ready to discuss with you .
Regards
Hello, i have checked your project and would like to have your project. I am confident to fulfill your requirements in timely manner, along with quality work. Please check your pmb.