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Commission invoicing and reporting in VTiger CRM

£250-750 GBP

Closed
Posted about 11 years ago

£250-750 GBP

Paid on delivery
Hi. We are small insurance broker company and currently using VTiger CRM ( setted up on our own) system as our client database. We have few advisers working for us and we need accurate commission payment system. What we are looking for is to develop Invoicing structure avaliable in VTiger (purchase order / sales order / invoicing) to have accurate tool for commission payments. Our process currentlu look like that - an adviser is creating lead which is converted to a contact and account. In contact we are keeping all contact details and personal informations about client and account contain all details about sold products to that client. One client can take few different products - which are paid differently depend on policy type and provider. We are looking for a way that adviser can set some king of commission expectation, but he/she need to be able to set few for same client. We are very open-minded and will concider all reasonable and usefull ways of setting it up. Thanks.
Project ID: 4342251

About the project

6 proposals
Remote project
Active 11 yrs ago

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6 freelancers are bidding on average £563 GBP for this job
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Hi, vTiger expert with proven track record. Please see pm. Regards, Jerry
£500 GBP in 3 days
5.0 (10 reviews)
4.9
4.9
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IT Sapiens is team of friendly and highly professional developers, specializing on vTiger customization (3 year experience), will be glad to start cooperation with you!
£600 GBP in 15 days
5.0 (1 review)
2.8
2.8
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i have over 14 years of web development and designing experience , Kindly check PM
£600 GBP in 20 days
0.0 (0 reviews)
0.0
0.0
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We are experienced in vtiger team, please look at pmb
£500 GBP in 15 days
0.0 (0 reviews)
0.0
0.0
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Hi We are a software company who are in the business of synergizing our services as per our Clients' needs. Hence we are really interested and confident to deliver this project. For more details please refer our private message. Regards Business Manager
£450 GBP in 15 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED KINGDOM
Crewe, United Kingdom
5.0
4
Payment method verified
Member since Jan 21, 2013

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