Find Jobs
Hire Freelancers

ERP + CRM Business solutions for a Roofing & Exteriors company

$25-50 CAD / hour

Closed
Posted about 7 years ago

$25-50 CAD / hour

**This is at first some questions that I have that may lead to a possible hirement. I am currently building a private ERP - CRM web-based software and I'm unhappy with the IT / Programmer I've selected. He decided to start from scratch and I'm starting to realize that perhaps going with a Open Source might've been preferable. I'm owner of a roofing company and doesn't have any knowledge with coding business. Is it possible to take an Open Source CRM (e.i: SugarCRM) and fully customize to my needs? I'm basically basing on other CRM (Salesforce, Acculyxn (Speciality trade CRM) SugarCRM, Zoho etc.) to build mine. The reasons why I don't chose an already builted CRM is that I want to avoid the highly monthly fees which would add up quite fast if I have many users but also to set the software based on my needs. We are a Roofing & Exteriors company so we need to create & send/print many documents (such as Proposals, Contracts, Change of Orders Product Orders, Work Orders, Invoices, Sale Receipts etc.) based on the information & measurement entered the current systems I'm currently using is a spreadsheet with some fields for the customer’s information, a materials list along with their unit prices from the suppliers I’m using, a box to enter the roof, siding, gutters measurement. I then upload this spreadsheet to a small software created on WordPress which almost autogenerate all the information needed on the documents so I can choose to either print on my customize stationary paper or saved them in PDF ready for being send by email and currently using free Zoho for all my CRM needs. Here's roughly what I need on the software I wish you have: -Messaging / Chatter | On main board & per leads/contacts/clients -Office 365/Outlook 2016 integrations. -Google Maps -Multiple automation such as (Task creations, updating workflow/milestone, sending emails etc) -Elavon Merchants services integration | For online payable invoices -Custom Maps of leads/contacts/clients | Being able to sort it by: Job Status, Services Selected, Color Selected etc. • Dashboards o Activities/Task o Job Tracking o Alerts o Notifications • System Users with security roles • Material Administration/Database • Suppliers/Vendors directory • Sub-Contractors Directory • Customer database • Create task • Scheduler/Calendar o Scheduled Jobs or Services • Job Management • Convert Proposal to a Sale o Contract • Document Management • Reporting • PDF Generation • Historical data migration - possible iOS & Android App in the future. Let me know what you guys think. I'm aware that this a big project and I've already invested money in this so I want to make sure I make the best decision. Thanks,
Project ID: 13121436

About the project

50 proposals
Remote project
Active 7 yrs ago

Looking to make some money?

Benefits of bidding on Freelancer

Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
50 freelancers are bidding on average $34 CAD/hour for this job
User Avatar
Hello, We are IT-Engineers with higher educations, having more than 15 years of experience, developing sophisticated Web and Mobile solutions from scratch. Some of our past projects were in the field of workflow, CRM and ERP apps development, which were implemented as Server-based Intranet secure custom tools for logistical and real-estate companies. Even some of our internal tools comprise such functionalities as time tracking, customer requests monitoring and processing, resource planning. After we have discussed the project together with you in detail, we would be glad to bring forward an individual and final offer. If the Functional Description of the planned result is already available – please provide it and we will deliver a fixed time / cost estimation for the development. We will provide you with a bespoke and turnkey system that will remain under your full control after the launch. Our tailored to your needs custom-made admin area allows stress-free management of your system and content at professional level, without necessity of IT-skills. Life-time Bug-free warranty is a part of our standard service. We would be glad to answer your questions and provide required assistance. Best Regards, Andrei Dev Experts
$70 CAD in 40 days
5.0 (127 reviews)
8.9
8.9
User Avatar
Dear Sir, I have read your project description & analyzed attached documents. This is really big project and we have a team in house to handle such big projects. Please let me know, what time suits you for a quick online meeting? This initial message is just to confirm you that we can do this project, so please initiate the chat to finalize the contract details, estimate, payment terms etc. but just so you know, I am flexible in prices, as quality comes first for me and then prices. Look forward to hearing from you & start further discussion thru' private chat. Regards, YK LEADconcept
$33 CAD in 40 days
5.0 (53 reviews)
8.5
8.5
User Avatar
Let's discuss more about project to finalize the proper scope with estimated cost and time so ping me over the freelancer chat.....I will share some demo as well for recent works if you want to check. You can also check my profile page as i have more than 32% Repeat Hire Ratio..so i work as long term basis...
$25 CAD in 40 days
5.0 (64 reviews)
8.2
8.2
User Avatar
Project: ERP and CRM Development Skills: PHP, Wordpress, Ruby on Rails, Laravel Experience: 11 Years Expertise: Website Development Team Size: Dedicated Programmer
$41 CAD in 40 days
4.6 (34 reviews)
8.2
8.2
User Avatar
Hello, I have reviewed the information you have provided about the situation as well as your requirement. I have around 12 years of industry experience & I'll try to give my view point as per my understanding that will help you decide better. First of all I understand that every business is different & I believe a common ERP can never meet 100% requirements & expectations. So for sure you would require customized feature developed as per your requirements. To achieve this you have 2 options either choosing a pre-built ERP & getting it customized or option 2 is getting it developed from scratch. Both have their Advantages & disadvantages. First I'll talk about using pre built free ERPs. You can choose any existing ERP that have most of the features you have & matches more with your business & functional requirement you. If you believe you are getting all the important requirement met & need only 10-20% customization for better usage. They you should go for that. You can find a developer that can customize that particular ERP, for sure charges will be high but as long as they can save you good money when comparing with development from scratch, its best. But if you can't find an ERP that has most of it then you can go for customized development. But in case of customized development is really important that you define most of the requirement in detail as much as possible. There are some critical requirements too such as Outlook integration. Text limit reached. Lets chat
$25 CAD in 40 days
5.0 (42 reviews)
7.5
7.5
User Avatar
Hi, I am a certified SugarCRM developer and a PHP programmer. I can customize SugarCRM or SuiteCRM to meet most of your requirements. Office 365 /Outlook integration and the mobile apps are what would be not supported by SugarCRM/SuiteCRM. Regards, Sreekumar
$36 CAD in 40 days
4.8 (48 reviews)
7.3
7.3
User Avatar
Yes this is big ERP project and I would like to invite you in private message where you can explain me flow of this project and from there onwards we will move forward. Thanks.
$25 CAD in 40 days
4.8 (25 reviews)
7.0
7.0
User Avatar
Hello, my name is Victoria. I represent the Ukrainian IT-company "Webbook." We provide web design and web development for organizations, public and government institutions, companies and individuals. I got acquainted with Your description of the task, our devs can start the soon as You need. Our team have gained years of experience and expertise working in CMS, Frameworks, Mockup Designs, Template Customizations, PHP/PHP5, Sql databases, Software Architecture, JavaScript, jQuery, HTML5, CSS, Responsive, Bootstrap. However, we shall discuss about the requirements and functionalities in details to have a better understanding. You can see our portfolio in freelancer.
$25 CAD in 40 days
5.0 (7 reviews)
6.4
6.4
User Avatar
I have gone through the project description and understood it. Please let me know do you have any preferences of platform in which the system will be built? We will suggest you to use Custom PHP or Dotnet rather than using any CMS like Wordpress or Joomla. This kind of platform won't handle such a huge data. If you have a good budget then I will suggest you to go for dotnet platform with MS SQL server data which can handle large amount of data. But if you think medium amount of data will work then you can choose PHP, MySQL. For your system we will need few APIs like Office 365,Outlook 2016, Google Map API. ======================================== Regarding Messaging/Chat system, do you want to integrate any 3rd party chat like twilio or commet chat or do you want to build the chatting system from scratch? Please let me know how many types of users will be there in the system? We need to discuss more about Job management modules, different kind of directory etc. ============================================ Please open the message box for further discussion. Regards, Malabika
$25 CAD in 40 days
4.9 (9 reviews)
6.3
6.3
User Avatar
Hi I work towards providing reliable, relevant and robust IT solutions at most competitive prices to my customers. I ensure 100% customer satisfaction so lets start Thanks
$25 CAD in 40 days
4.5 (43 reviews)
6.4
6.4
User Avatar
Hello, We have developed different CRM, ERP, Dashboard and HRM for the various domains. I want to show you all relevant Demo and Designs which is similar to your project completed previously. Once you will provide your entire requirement, I will show you Demo accordingly. Please contact me for the further discussion. I would like to discuss on feature list and the customization which you require within your application. We are good to start on an immediate basis. Regards,
$25 CAD in 40 days
5.0 (6 reviews)
5.7
5.7
User Avatar
Hello Don't Worry Dear We are aware of All with coding business So please allow us for it :) Yes it possible to take an Open Source CRM (e.i: SugarCRM) and fully customize to your needs. Yes you can create & send/print easy way many documents (such as Proposals, Contracts, Change of Orders Product Orders, Work Orders, Invoices, Sale Receipts etc.) based on the information & measurement entered the current systems Experience - We are a team of 30 Members our company founded in 2006 with 5 Team members and we are working all over latest Technology, We Expert in UI Development (Front End and Back End Development) Have experience in CSS3, HTML5, J-QUERY, CSS5, FLASH, we have done E-Commerce Solution, Games, CRM (Custom and Open Source) Our skilled Graphics Designer have very professional experience. Working Style - First We understand Client Need, Create a Proper work Flow with Start date to end date, and cover all needs in a time frame. than Update client daily evening time (end of the day) all most cover dead line with Proper testing and ones client satisfied we will deliver project successfully. Dedication - We are a very Dedicated Team for Task, Some of our client use our team as a virtual Office and getting perfect results. Ones we decide a Time Frame for task we will no see watch whenever our Task is finish.. :) Awaiting for your details Best Regards Binod
$27 CAD in 40 days
4.8 (4 reviews)
5.2
5.2
User Avatar
hi, iam full stack developer with more the 8 years the experiencie developed software to sales, as CRM from Zero, developed modules the sugar crm, Vtiger, Magento .integrations with dialers.
$38 CAD in 40 days
5.0 (11 reviews)
5.2
5.2
User Avatar
Hello Sir, I have pretty 9 years of sugarcrm development experience. Solution: You can use Suitecrm for your basic CRM. lot of your required feature are enbuild in suitecrm. I will enbuild Web to lead form, internal chating, and all required feature in suitecrm with reasonable rate. its a free software. only you need to take a amazon server to deploy. if you have 20 users then it will only cost you $60 for server. its very good and fit for your business. Avdhesh
$27 CAD in 40 days
5.0 (5 reviews)
4.7
4.7
User Avatar
Hello Sir, First of all thanks for sharing a detail requirement. I have read your requirement and understood that you want to built ERP + CRM Business solutions for a Roofing & Exteriors company. We already built big CRM, ERP projects which are quite similar to your need and also built several large products and we have team of 6+ years of experienced developer and we have 58+ developers in our company. Can you please share your best time for the chat so we can discuss further and move ahead. Thanks Hiren
$25 CAD in 40 days
4.9 (11 reviews)
4.9
4.9
User Avatar
Respected Client, We are working in IT since 5+ years added on that we have seen your project detail which meets our criteria & feasible for us. Our senior developer has 5+ years of experience. You'll get the best service from our side, but you may have a question what separate from the rest. Let's find out here: (1) Regular updates on any projects (2) Code quality maintenance (3) Quick turnaround time (4) Flexible time for working (5) Can work on weekend (in case necessary) (6) More than 100+ websites completed (7) 70% are repeated clients (8) Most important - SERVICE (6-12 Months of service ) Above all points are not just for approaching you but we mean each & every our point to satisfy client as we believe much in productivity & commitment. I hope we'll have a chance to have a word with you. PS: Price is just for the placeholder. Final to be shared later as a proposal gets ready.....
$41 CAD in 40 days
5.0 (2 reviews)
1.5
1.5
User Avatar
Hi , Warm Greetings! I have gone through your requirements thoroughly and from what I understand is that you want to develop CRM. We'd be glad to take this up for you. We also have just launched a cloud based SAAS CRM software recently already having signed up over 20 agencies and doing quite well. Has all the bells and whistles that you need to drive your business and helped different agencies automate the Customer management relationship process and experience in turn helping them to achieve more sales and closures and get more small-high net worth customers. The CRM solution has many of the features and functions like upload function for documents- PDFs, images, property manager, Gmail Integration, Notes Section etc. The primary function of the solution is lead Capturing and Management, drip campaigns, document and contact management, action manager , mail merge, contact duplication etc. Plus loads of others like Schedule campaign,template and form builders, Send SMS and Email blast, reports. social media manager etc to name a few. I have gone through the requirement thoroughly and carefully to check all the details. For more specific insight, I have asked my Business Analyst to prepare an understanding according to your requirements. I would appreciate if you could initiate conversation with us so that we can get connected and can schedule a demo of our CRM system that we have done and also discuss about this project. Thanks And Regards, TOPS Technologies_PC
$27 CAD in 40 days
0.0 (0 reviews)
5.4
5.4
User Avatar
Hello, Hope you are doing great. I am glad and confident to tell you that I can surely help you with your project. I am 6 years experience in this field with more than 100+ apps on play & apple store & I can help you witH Android & IOS both application. I would like to get the wire frame of idea of yours for this project, your scope because I had a suggestion for this project. It would be best if we could chat onceand discuss things more clearly and start work quickly. As an Experienced Mobile Application Development Organization, We have successfully embarked our Impression across globe, we have successfully accomplished more than 50+ Applications for different Verticals whether Augmented Reality, Chatting & Messaging , Transport, Health Care, m-Commerce, Entertainment , Real Estate, Logistics, Finance and Education Vertical on iOS & Android. Let me know the application in detail or share if you have any wireframe ready for this, such that I can input my suggestions. Thank you for your time and consideration Would be awaited to hear & begin soon. Thanks & Regards Team Appsembly
$41 CAD in 40 days
0.0 (0 reviews)
0.0
0.0
User Avatar
We have worked on similar kind of project previously and we have expertise on ERP and CRM kind of software.
$38 CAD in 40 days
0.0 (0 reviews)
0.0
0.0
User Avatar
I can do it in Odoo , I mean I can install modify it to accomplish the task, of course it need work, let´s say 2 to 4 months including analysis, design, updating, programming, control, must. I have worked with business system from 90s, including services and in both languages.
$35 CAD in 40 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of CANADA
Airdrie, Canada
5.0
15
Payment method verified
Member since Jan 31, 2017

Client Verification

Thanks! We’ve emailed you a link to claim your free credit.
Something went wrong while sending your email. Please try again.
Registered Users Total Jobs Posted
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Loading preview
Permission granted for Geolocation.
Your login session has expired and you have been logged out. Please log in again.