We Need a Software solution for customer relationship management CRM) with sales force automation.

Cerrado Publicado Oct 13, 2013 Pagado a la entrega
Cerrado Pagado a la entrega

CRM and a Commission tracking / payment system that needs to be integrated .

WordPress plugin or standalone Wordpress Theme

If you can do this without WordPress and we can still put on our server please advise...

CRM (Sales team contact Management) requirements:

Multi Users (sales teams) with encrypted areas

Sales people need to:

Add a contacts - companies

create and save notes about a contact

Create custom contact fields

Create a tasks (that go to to do list)

Schedule an event

share with the rest of your team

Import your contacts from different systems by importing CSV files

Track leads

Quotes can be created (templates) and sent to leads

When the contact Buys product needs to convert to a sale

Mobile Access - HTML5 responsive for phone or tablet

Enable Google Integration

Task Management

Project Management

Reporting

Send personalized emails to contacts

Log and keep emails in the CRM

Convert Lead to a sale

Send email with PayPal Link to Invoice Sale

Integration with Google Apps

Event/Calendar Management that integrates with Google Contact & Calendar Sync

Evernote Integration?

CRM examples:

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[url removed, login to view]

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[url removed, login to view] - watch video

Sales & Commissions Module - We need to pay Salespeople their commissions on sales they make in CRM

Fully view our sales peoples sales & commissions performance and send Statements to them.

Keep track of paid commissions and partial commissions from payments received from customers.

• Sales reps and sales managers can view their own commission reports and see only relevant commission data.

• Handles simple and complex plans involving base commissions, single accelerators, multiple accelerators,

recurring commissions, residuals, partial payments, splits, commissions calculated of revenue. Set commission rates per sale.

• Sales team can view commissions earnings, commission tracking, payments, payment timing.

• Generate, save, and email custom statements and reports to sales people.

• Commission Chargebacks for client refunds.

• Track sales From the CRM, commissions and bonuses

Admin can Analyze all sales and commissions data with reports

Software examples:

[url removed, login to view]

[url removed, login to view]

CakePHP jQuery / Prototype MySQL PHP WordPress

Nº del proyecto: #5024493

Sobre el proyecto

28 propuestas Proyecto remoto Activo Nov 19, 2013

28 freelancers están ofertando un promedio de $1289 por este trabajo

leadconcept

Dear Sir, Just a quick question before I respond to your detailed requirements. - Are you flexible in your set budget of US $750 or you have set this budget for your project? Please feel free to ask any questi Más

$789 USD en 60 días
(39 comentarios)
8.2
USAGraphicPR0

**********************.. YOUR SEARCH ENDS HERE .. ********************** GET IT DONE RIGHT THE FIRST TIME! Hello Sir/Ma'am, I look forward to talking to you further and getting started. I've been working in simple and Más

$1030 USD en 8 días
(36 comentarios)
7.3
sritechnocrat

Hello Sri Technocrat will provide fully interactive application/website for your project. As per the detail, Sri Technocrat will provide three template functional schemes and sample pages to make your choice for lay Más

$894 USD en 30 días
(49 comentarios)
7.0
ranganathp

Can help... I am an Expert... Please check the past projects I have handled and check my reviews for what employers have to say about my work... Can start right now...

$2000 USD en 40 días
(29 comentarios)
6.3
bistanil98

have gone through with the requirement and we can start this project now. I want to introduce our self, we are a group of freelancers we have 11 year of experience in web application development and design, we w Más

$700 USD en 18 días
(18 comentarios)
5.6
Churaliya

Hello Sir, I have good experiences in these kind of work. I can do this job for you ASAP. Please check my feedback and award me the project. Thanks.

$684 USD en 15 días
(22 comentarios)
5.3
aekpani

Dear Valued Customer, We would like to develop the front of your project using the latest coding technologies of HTML+CSS3 using bootstrap framework so your UI renders pixel perfectly on all device types. We woul Más

$2631 USD en 40 días
(12 comentarios)
4.5
VRWebSolutions

Hello, Thank you for taking time to have a look on my message. We are a team of web development experts with over 10 years of experience. We have developed a number of webapps .After reviewing your specific requireme Más

$1030 USD en 15 días
(2 comentarios)
4.0
softoasistech

I am expert in CRM solutions & i have implemented various CRM solutions using sugarcrm,Vtiger & CVcrm. I can Integrate required module & make integrations. We are new in freelance but we have very reputed profile Más

$1333 USD en 3 días
(0 comentarios)
0.0
getveltrod12

Hi, Veltrod Software services is a global software consulting company specialized in providing Mobile applications, Social media frameworks and eCommerce solutions. Leveraging best-in-class people, processes, and t Más

$721 USD en 25 días
(1 comentario)
0.0