Build a online CRM

Closed Posted Jul 15, 2015 Paid on delivery
Closed Paid on delivery

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.

Graphic Design HTML PHP Website Design

Project ID: #8075341

About the project

46 proposals Remote project Active Aug 21, 2015

46 freelancers are bidding on average $1108 for this job

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 in 35 days
(304 Reviews)
9.0
narmadatech

A proposal has not yet been provided

$5835 SGD in 15 days
(329 Reviews)
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 More

$5154 SGD in 30 days
(232 Reviews)
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 More

$710 SGD in 22 days
(552 Reviews)
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 & More

$736 SGD in 15 days
(356 Reviews)
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 More

$515 SGD in 10 days
(340 Reviews)
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 More

$988 SGD in 30 days
(96 Reviews)
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 More

$1000 SGD in 15 days
(125 Reviews)
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 in 10 days
(154 Reviews)
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 More

$710 SGD in 25 days
(73 Reviews)
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 More

$500 SGD in 7 days
(121 Reviews)
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 More

$555 SGD in 10 days
(29 Reviews)
5.3
jtorresg

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$1177 SGD in 30 days
(2 Reviews)
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 in 10 days
(2 Reviews)
1.8