The following job has been revised and can now be completed in a bespoke package.
We would like to develop a web based CRM for our business. The CRM should perform the following tasks.
1. Be attached to our website, with all new leads coming into the CRM where we can assign them to sales advisers.
2. Show each advisor their daily tasks, leads and opportunities clearly upon their home page.
3. Allow sales advisers to send emails to leads and opportunities, from within the system. Maybe this will need for outlook to be connected to the CRM.
4. Template emails to be sent from the CRM, with attachments. The attachments being word documents, should contain data from various fields of the lead.
5. General work flow, Once the lead is qualified as a potential client it can be escalated to an opportunity, Once an opportunity becomes a client a new case for the client can be created for a qualified immigration advisor to advise the client and log all forms of contact and advice given to the client.
6. The ability to preform general reports showing from a sales and operational perspective.
I have attached screen shots of a CRM which would fit the requirements we are looking for.
Please only bid if you have taken a look at the attachment and are confident you can achieve this.
Hi, We are a Microsoft certified customized web & software development company. This is a big project and would test any company with their Project Management skills. Fortunately, we carry a right mixture of experience & skills to complete this project successfully. Please refer to our portfolio in your PMB. Thanks.
Sri Technocrat is marvelous in its quality. We have been maintaining the quality in every field whether it is services or training. We have proved our stability. We have been working with the same grace & quality. Our Clients find us better than the so called best. We believe that Customer Satisfaction and Trust will always be our Key for success. Sri Technocrat provides the best breed of designing and application solutions to small and medium sized businesses around the world. A strong Dedicated Executive Team consists of leaders from Indian Institute of Technology (IIT) and various industries and backgrounds aimed at helping execute the plan.
With Regards Sri Technocrat.
Hello,
We would like to take this opportunity to introduce our self as a software development organization with extensive experience in software development and maintenance . We are in the IT industry for last 14 years and have experience in developing and deploying Windows, Web and Client Server based applications using Microsoft and non Microsoft technologies. Our team includes specialists in various departments of application development right from gathering requirements to developing, testing and deploying the application.
Please see the private message for more details.
Hello,
10+ years exp full time freelancer here, can deliver a quality & professional work in the timeframe posted. Please contact me via PM for any question, Thanks.
Hi,
Similar work done as your application.
We are experienced team of professional and had successfully executed more than 85+ iphone/BlackBerry/Android application projects and 65+ web applications .
Please see message box.
Regards,
TechValens
Greetings from SJM Softech Pvt. Ltd. We are committed to providing our services and consultants at the most competitive rates in the marketplace. We are committed to hiring and retaining the very best talent available. We are committed to become your long term valued partner, not just a vendor. SJM has worked successfully as a team for over 5 years, holding management positions in large companies. We understand the sales, recruiting and delivery processes of a successful service organization which in turn makes you, our partners, successful. We will provide you the best team to work for you under your guidance. Please check your PMB!
Hi, We have gone through your attachment and have reviewed both the CRM demo very carefully. For your information we have a 100% functional web based CRM running which I can provide my demo access through PM. We are ASP based firm having experience in large scale software development like Stock Broker and asset management, Online trading and Merchant Banking. We believe we would be the best choice for your project as we have very strong experience in creating high end financial transaction software and can provide you with the cost savings of an outsourced model without compromising any quality. You may be assured of the quality of well established software company with exact experience in a perfect combination of areas for your Project. Thanks - Cygnus Innovation.
I just offer you to use a SugarCRM. It's a web based open source CRM solution. We are experts in SugarCRM with 5 years of experience. We have done many projects based on SugarCRM. Also, we have our own products for SugarCRM. Feel free to contact us
