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WordPress Plugin - Custom CRM

This CRM is for telemarketers on our staff to use to call from leads in our database.

We want to use WordPress solely to take advantage of the built-in user structure.

We do NOT need integration with other online sources of leads. All leads will be uploaded from a spreadsheet.

There is no front-end for this plugin. It's strictly for back-end use.

I. WordPress plugin

A. Plugin and server must respond very quickly to user interaction. This is essential!!!

B. Must keep clicks required to work on or save a record to the lowest number possible

C. All features must be easy to read and understand

D. Uses WordPress user account structure to access CRM

1. Most users are Subscribers

2. Contributors, Editors, Authors, and Admins are used as higher level managers. All Subscribers are assigned by an Admin to a higher level user (manager) of the Admin's choice. Five level hierarchy should be available.

E. Follows WordPress “best practices” for a plugin, including security concerns

F. Must be able to both import and export data from DB to and from local spreadsheet file

II. CRM Workflow

A. Main page displays table of contacts assigned to user

1. Default sorting is by date, oldest first

2. Columns can be sorted at top of column by clicking

3. Columns can be custom selected for the page by the user

4. Visible fields can be modified on-the-fly

B. Clicking on a contact record in the table displays the full record

C. Phone record has clickable link that will dial a Google Voice call via the user's Google Voice phone number to the number displayed in the anchor text

1. We will assign a different Google Voice phone number for each user

D. Individual record includes notes area for user to make a note about the contact after they make the call

E. When record is saved, an automatic log entry is recorded in the database that includes the following when there are actual changes made.

1. Date/time

2. User

3. Which fields were modified

If no data was changed, no log entry gets added

F. Two Save buttons and one Cancel button

1. Save and Close – saves any changes and takes you back to the sorted table displayed in step II.A above

2. Save and Continue – saves any changes and takes you to next record in the sorted list

3. Cancel button – returns to the sorted table without saving. Includes pop-up if changes have been made on the page, asking confirmation of the decision.

III. DB Fields

A. Company name

B. Street Address

C. City

D. State

E. Zip Code

F. Phone Number

G. Contact list of names and their titles at the company

H. Assigned user (drop down menu includes user and manager(s)) so that record can be reassigned by user back to manager.

I. Log entries section (table join)

J. Admin should have ability to add custom DB fields

K. Status field with following values:

1. New

2. Active

3. Discard

For your reference:

We've been using the free UpiCRM plugin, but it has limitations we don't like. These limitations include:

1. Inability to auto-dial phone number

2. Painfully slow interface

3. Two step save (instead of one step)

4. Save, edit, and delete buttons in lead table are tiny and hard to see/use

5. Company name isn't clickable to visit individual record page

6. Individual record page offers no notes section

7. No auto-logging each time record gets modified

8. No Save and Continue option (see specs above)

Habilidades: MySQL, PHP, Arquitectura de software, WordPress

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Información del empleador:
( 7 comentarios ) Weatogue, United States

Nº del proyecto: #10411903

Adjudicado a:

imran009cse

Good Day, Thank you so much for giving me an opportunity to apply this wonderful job opportunity. I read your whole job requirements very carefully and understand what you actually wanted for your project. In your jo Más

$300 USD en 7 días
(27 comentarios)
4.7

12 freelancers están ofertando el promedio de $745 para este trabajo

seekdeveloper

Hi, I have read your post and understood your requirement. I have great experience working on /PHP/MySQL/HTML5/jQuery/Laravel/Wordpress/Magento/Joomla/Drupal/AngularJS/node.js/CSS3/Java/Python/Django/Javascript/i Más

$1030 USD en 10 días
(97 comentarios)
8.4
gopalvora

Hi I have gone through the details of your project and we find it well within our capabilities. I offer a wide range of services, including Web design, PHP/MySQL web application development, Open sources like Joo Más

$670 USD en 15 días
(402 comentarios)
8.0
Meagan26

Hello, I have read through your project and I am incredibly interested in taking on your project. I am an experienced developer with a diploma in the field of web development. I have been working in the field of web Más

$1111 USD en 10 días
(201 comentarios)
7.0
zbsol

please check our past work we already created atleast 40+ wordpress complex plugin's Lets start.........

$1000 USD en 15 días
(89 comentarios)
6.8
vermagarima

dear sir we have done many crm work in different framworks plzz chat with me once so we can start work now and i can give you my best result

$388 USD en 25 días
(49 comentarios)
6.2
AwaisChaudhry

Hi there! I have read what you exactly need, however I would like to ask you a few questions. I would call myself a master of what I do, I do work smart and do not rest until I get the job done. Please feel free to pin Más

$555 USD en 10 días
(25 comentarios)
5.9
rexjeramey

Hello, I have read your project specifications, I've gone through your requirements comprehensively and I'm ready to provide you my services. I can complete your project in time and within your expected budget. In wor Más

$999 USD en 30 días
(30 comentarios)
5.8
GolpikInc

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$526 USD en 10 días
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4.8
sagarwal3005

Hi I can create your Custom CRM website in Wordpress. I am a highly motivated professional expert in programming and design. I will go with you until the CRM is published and also you can count on me after that for Más

$700 USD en 20 días
(37 comentarios)
4.9
yogeshssanwal

Hi there - My name is Yogesh. I’ve read your [login to view URL] team has 4 years experience designing and developing mobile apps and Websites.I would approach your project by starting with wireframes and getting the site complet Más

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5.1
MandeepSa

Hello, i have read your job description and i feel like i am the best match for this job. So, i just want to tell you that i am a perfect candidate for this job. I have great experience in PHP, MySql, CSS, HTML, Aj Más

$555 USD en 10 días
(35 comentarios)
4.7
MangoCoderz

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$777 USD en 15 días
(1 comentario)
1.2
udhamupwork

Yes after go through your job details I'm pretty much confident that i can develop your plugin as per your requirements . I am a Senior web developer with lot of experience in Plugin(like gravity form , woo-commerce Más

$722 USD en 7 días
(0 comentarios)
0.0