Build a online CRM
$250-750 SGD
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.
Project ID: #8075341
About the project
46 freelancers are bidding on average $1108 for this job
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
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
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
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
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.
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
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.