In Progress

Build me a CRM for a finance project

CRM development on Bootstrap 4 framework:

Features required:

- Dashboard

- Customers

- Multiple contacts

- Sales

- Profits

- Appendixes

- Invoices

- Payments

- Credit Notes

- Contracts

- Contract Dashboard

- Contract Types

- List of contracts

- Expenses - Internal and External

- Support - Ticketing System

- Knowledge Base - Internal and External

- Reporting

- Sales

- Expenses

- Contracts

- Invoicing

- Timesheets

- Announcements - Mass Emailing System

- Setup

- Staff

- Customers (Groups)

- Support (Departments, Predefined Replies, Ticket Priority, Ticket Status, Services, Spam filters)

- Leads (Sources, Statuses, Email integration, Web to lead)

- Finance (Tax Rates, Type of invoice, Currencies, Payment Modes, Expense categories, Banking )

- Contracts

- Modules

- Email Templates (access to setup templates for Apendixes, contracts, new customer setup, ticketing, etc)

- Custom Fields (possibility to setup custom fields)

- GDPR (Right to .....)

- General Settings (Company Info, Localization, Email, Finance, Payment Gateways, Customers, Tasks, Support, Calendar, E-sign, Cron Jobs, )

The features explained above include only general information, for more details please review PDF attached.

Skills: PHP, Website Design, HTML, CRM, Software Architecture

About the Employer:
( 0 reviews ) Bucharest, Romania

Project ID: #21846091

Awarded to:

ZealousWang

Hello, Thanks for posting this job. I have read your requirements carefully. I am very interested in your proposal. Please message me to discuss further. Best Regards!

$4000 USD in 40 days
(25 Reviews)
6.7

119 freelancers are bidding on average $4198 for this job

technosystem

Please accept my bid for your Finance CRM as i have been developing similar type of websites since 2002 and i can start working immediately after a short discussion. Skills: Wordpress, PHP, Drupal, MySQL, Joomla, Woo More

$8500 USD in 90 days
(340 Reviews)
9.5
arhamsoftltd

Hi, We can definitely design and develop your CRM system for you, we have more than 9 years of development experience in SAAS and enterprise applications, as well as CRM, CMS and e-commerce platforms. Here are the sa More

$5000 USD in 30 days
(190 Reviews)
9.2
leadconcept

Hi there, I have read everything carefully and checked the attached PDF document. It looks like a very big project and we have understood all the features/functionality but unfortunately this project cannot be done in More

$4000 USD in 7 days
(114 Reviews)
9.1
SRajpurohit

"Techno Source Web PVT LTD" is a Leading Software development company since 2012. Hello There, Hope you are doing great! I would surely assist you in this project. If feasible, can you please provide me Project R More

$6000 USD in 30 days
(289 Reviews)
9.0
owebest

Hi, Greetings! Thanks for giving us an opportunity to bid on this exciting project. I have reviewed your project requirement & have understood that you want us to develop CRM for a finance project. All requirement is More

$7000 USD in 70 days
(330 Reviews)
9.1
michale21

Hi, Greetings from Votive Technologies!! As per your requirement, you need an experienced development team to design & develop the CRM for a Finance Project with all required features as you have shared the Function More

$4000 USD in 30 days
(537 Reviews)
9.0
webbookstudio

Hi there. We are Ukrainian IT company and provide website design and development services. We have a huge experience in Blog Install, Graphic Design, PHP, HTML, CSS, JS, SEO, Website Design and WordPress. We are intere More

$5000 USD in 90 days
(281 Reviews)
8.5
monitrix

Hi, Will provide required CRM system having features and functionality as mentioned in attached doc and description. Will provide same flow and eye catchy , user friendly design layout . Thanks:)

$5000 USD in 50 days
(543 Reviews)
9.1
ukroficer

Hello! My name is Roman! I run the Webcapitan team. We can do a wonderful website for you. let’s discuss your project in the chat. I want you to pay attention to that we have 100% completed projects. You can be su More

$4000 USD in 7 days
(301 Reviews)
8.8
Reflexlogic

Hi Reviewed project details and the attached PDF. Can we discuss in detail? We are a reputed IT company with up-to 15 years experienced professionals. We are serving in more than 50 countries and have experience deve More

$4000 USD in 45 days
(214 Reviews)
8.9
graphicaa

Hello, I'm interested in your project. Please send me a message so that we can discuss more. I prefer to submit my detailed proposal after our discussion. Note: + We are flexible with changes & we make them instantly More

$4000 USD in 7 days
(698 Reviews)
9.1
tojisb059

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$10000 USD in 120 days
(556 Reviews)
8.6
narmadatech

Hello, I have seen the CRM function outline. I understand your need and I will fulfill it. I have 7+ years 0f experience & knowledge on Build a CRM for a finance project Please find the below CRM feature list, which More

$4000 USD in 7 days
(308 Reviews)
8.5
r4rony

Hello, Greetings! WORK SAMPLES: == [login to view URL] == [login to view URL] == [login to view URL] == [login to view URL] == [login to view URL] == [login to view URL] (CRM) == http More

$3000 USD in 40 days
(207 Reviews)
8.6
augurstech

Hii there, Greeting from Team Augurs, I have analyzed your project details in brief. I am glad to mention that we have a great team of PHP Developers and also they have their hands-on experience in Swift, Native, Rea More

$5000 USD in 45 days
(195 Reviews)
8.6
krunalp1993

Hello sir, We can develop the CRM From scratch! We have experience in the development of HRM + CRM + ERP System. So, We can be the best fit. Why Hire Us? Recent Client Video Testimonials: MyCribBooking - Booking websi More

$3500 USD in 40 days
(195 Reviews)
7.9
julianbagilet

Hello ecatech !, We are a company of Developers and Designers born in 2014 in the city of Rosario, Argentina. We are agile and efficient, ranked # 1 in Argentina (SouthAmerica) (freelancer.com) For this reason, we usu More

$5550 USD in 9 days
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8.2
tarunmehan

Hello I am ready to help you to develop a CRM with these features : Features required: - Dashboard - Customers - Multiple contacts - Sales - Profits - Appendixes - Invoices - Payments - Credit Notes - More

$6380 USD in 60 days
(115 Reviews)
8.0
point2solutions

Dear Client, We are Highly expertise in developing CRM software. I can design and develop your app and website with the features you want and can ensure its success to you. RECENTLY I have developed a CRM softwar More

$4000 USD in 20 days
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Friends4it

We already have built several similar CRM & FInancial ERP Solutions like [login to view URL] [login to view URL] [login to view URL] [login to view URL] [login to view URL] [login to view URL] [login to view URL] More

$5000 USD in 35 days
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