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Alterations and Adding a CRM to an Exisiting Software package

$250-750 USD

Closed
Posted over 5 years ago

$250-750 USD

Paid on delivery
1. Integration – Xero, CRM and Calendar CRM expectations Track different metrics what will it look for. 2. Include Referral Source in CRM - (Create a dropdown box for different referral locations for example: Google, Website, Walkin etc.) 2. Accessibility - (Phone and other devices access) * 3. Calendar – · Android Compatible Calender navigation not visible on Android · Every Task created needs to create a calender event according to Due Date Entered · Items that require Calendarisation are Install Date, Order Date, Consult Dates (Initial Consult, Colour Consult, Final Measure) · CRM to Link to Calendar * 4. Dashboard – · How many projects fit on dashboard screen. We will need to be able to fit at least 50. · We would like an overview of projects/tasks * 5. Tasks – · Rather than selecting dates we want to have preprogrammed timeframes (dates) set to a template. * What are the timeframes for each task, names of tasks · Objective Templates inside Tasks* · Option to show completion % of Tasks on the Project Page · When in Task, Have Project Name Displayed so you know what project you are working on. · Task Objectives – Completed doesn’t always show as completed! * · Project to be in 1st Column in Task View · “All Tasks” Tab – For each project it brings up all tasks · Task Templates to auto add when setting up a project · Task Due Dates to show in Calendar 6. Projects – · Project No’s – Link to Xero · Ability to change due dates in gantt chart · Gantt Chart for all projects combined · Auto Add Timer for Projects · Ability to change Start/Due Dates in Gantt View for Project Gantt charts need to be altered outside of scope at $ 7. Leads – · Social Media and Website Contact Form (Lead Link?) 8. Other – · Simple Table showing – Quotes to Do, Orders to Do & Due Date. Each one to show Project Manager’s Name next to it. (See Picture attached to email.
Project ID: 17968450

About the project

27 proposals
Remote project
Active 5 yrs ago

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27 freelancers are bidding on average $1,023 USD for this job
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Hello To develop a CRM and integrate with xero and calendar. The main features of the CRM can be as follows: 1. Dashboard: a. To display the project list on the dashboard of about 50 2. Projects: a. admin can create project and add tasks to the project. b. Clicking on the project will display the overview of projects/tasks c. Project page will display all the tasks involved in the project. d. Task templates will be added when the project is created. e. Calendar will be updated with Task due dates. 3. Tasks: a. Each project contains several tasks. b. Each task can have preprogrammed timeframes ( start and end dates) c. A task can contain: - Timeframes - name of taks - Objective template - completion % oftasks on project page - project name display 4. Gantt charts: a. Due dates can be changed for the gantt charts b. Gantt chart to display all the projects combined c. To add timer for projects d. To link to xero ( please explain the linking of xero with the project) 5. Calendar: a. To display an android compatible calendar b. display tasks and the due date. c. install date, consult dates, etc are displayed on the calendar. The system can be developed in a php mvc framework. Question: a. Please explain about the android integrationof the calendar b. Task template c. What features to be integrated for the CRM and Xero? 50 days Thx Gop
$3,294 USD in 50 days
4.8 (691 reviews)
9.4
9.4
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Hi ***Let's built the successful project together*** https://www.freelancer.com/u/HugeWave.html This is my freelancer.com profile and please check my profile .. As you see , I have good experience in this field.. I have developed lots of mobile app.. Please send me a private messages so we can discuss about your project more detail. I will provide wonderful project and qualitative code , also after complete I will provide full service and do my best for you. Let's built Business relationship together. Regards Lee
$588 USD in 10 days
5.0 (88 reviews)
8.8
8.8
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Your project's posting has caught my attention as this lies exactly in my domain of expertise. To ask a few questions & to gather all the requirements for this project, I request you to message me. Expertise and skills will be disclosed via chat. Shall I get all technical/non-technical details via a document? It seems like an interesting project. I would like to discuss all the requirements with you, so I can mark the scope of this project. Please also note that final estimation will be provided once all the requirements will be revealed from your end. Hence, my cost of development & deadline solely depends on what you reveal (in detail). Looking forward to conduct an extensive chat with you.
$555 USD in 10 days
4.9 (114 reviews)
8.7
8.7
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Full Time Mobile / Web developer for 7 years. Hi. Alterations and Adding a CRM to an Exisiting Software package I gone through your description and understood what you want. Please feel free to send message if you want to work with me. I am ready to start soon. https://www.freelancer.com/u/kongxiangjia.html. I am one of top 1% mobile/website developers in this website and have 100% completion rate in these 3 years. I will done good job once you hire me. Let’s make long term good business. Best Regards. Li. PS Here are my working styles. 1) I always keep client's requirements as rule and will not want to get paid if client don't like result. 2) I can be available anytime if you want (more than 15h). 3) I am able to send daily or weekly report or commit source 4) I will absolutely keep deadline with perfect features.
$588 USD in 10 days
5.0 (150 reviews)
8.4
8.4
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Dear Sir, Thank you for posting project. Our freelancer portfolio will speak all about our brand values of skills, experience, trust, quality, and reliability. Warm Regards, OM INFOWAVE
$790 USD in 22 days
5.0 (265 reviews)
8.4
8.4
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Hello there, Hope you are doing great! I have extensive expertise with required skill and we are agency here with 24+ members and we can surely provide perfect solution for the same. I am not sharing complete details here please let me know once so we cam have a detailed discussion on this. Looking forward to hearing from you soon. Thank you :) James
$555 USD in 10 days
4.7 (50 reviews)
7.4
7.4
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Hello, I have genuine skills in *Angular, React JS, Node JS. *PHP MVC frameworks such as Wordpress, Laravel, Magento*. *Ruby and Ruby on Rails Don't worry about basic technologies like *HTML, HTML5, CSS, CSS3, Javascript, jQuery and Twitter Bootstrap*. Now I specialize also in * mobile development. Native and Hybrid apps.* * Image Processing, Neural Network* I am mastering *English* course and sure that you will be utilizing my professional and technical skills developed through past work experiences. Feel free to contact me anytime. Thank you a lot.
$555 USD in 10 days
4.5 (31 reviews)
5.5
5.5
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Hello, I will help you with your requirements and as you want Alterations and Adding a CRM to an Exisiting Software package i will help you and get this job done for you perfectly step by step. We can discuss further and begin working accordingly. I am an experienced dedicated mobile apps developer. I am available full time 40 hours per week for the work. As per your need for the project i have necessary skills and expertise so i can do it perfectly and provide you long term support on fixing bugs and issues quickly. I have around 5 years of experienced in programming and i believe that i can make the best quality work on time line and provide you long term support. My skills are Android ,iPhone, Native and Hybrid apps development using the IONIC, React Native Platform, back-end development using the PHP, MySQL, JSON, API. Awaiting for your positive feedback on my proposal. Best Regards,
$500 USD in 10 days
3.4 (19 reviews)
6.0
6.0

About the client

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Burrum Heads, Australia
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Member since Oct 15, 2018

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