Create CRM, Inventory, electronic sign, payment, template and electronic sig, quick book and email CRM
$250-750 USD
Closed
Posted over 3 years ago
$250-750 USD
Paid on delivery
Looking to build a CRM program (similar to sales force) that we upload our flooring customers in this database, the program will include CRM, CUSTOMER INFO, EMAIL, APPOINTMENT NOTFICATION CALENDER, , PROCESS PAYMENT WITH SQUARES, QUICK BOOK, UPLOAD FLOORING AND CARPET INVENTORY, ADOBE OR DOCUSIGN FOR CONTRACTS TEMPALTES, CREDIT CARD PAYMENT INTERFACT WITH SQUARE.
Customer data for their home or business includes names, address, phone number, square feet of property, type of flooring needed, appointment time
We need 5 categories
Lead (lead information entered) issue automated invoice #
Appointment (email sales rep with appointment infor and text customer with notification of arrival time)
Quote/sold (signed document in adobe with credit card payment)
Installed (email installer copy of the job order)
closed
reports showing sales, appointments, and upcoming appointments
Be able to charge payments on credit card to interface with square
Track payments with accounts payable and able to pay installers similar to quickbooks
Email notifications for appointments
Interface and mirror outlook email to email customers
Interface signature adobe or docusign with preloaded forms. Contract
Interface measure mobile software
salesforce
DOCUSIGN
Quick book
measuremobile
outlook
inventory tracker
Working with PHP CRM since more then 3 years.
I can do following tasks.
Installation
Configuration
Module creation
Customisation
Creation of new picklist
Bug fixing in modules, layouts and quries
Customization in modules, vlayout, models QueryGenerator ect
Email configuration
Email automation
Upgrades
Database migration
Transfer one server to another
Import and Export of excel report in different modules
Working with api or webservices
Developed attendence system modules