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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
Project ID: 28020337

About the project

3 proposals
Remote project
Active 3 yrs ago

Looking to make some money?

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3 freelancers are bidding on average $555 USD for this job
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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
$500 USD in 7 days
5.0 (1 review)
1.8
1.8
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Hii I saw your project and I am happy to say that I can do this easily with my skills in very less time. Hope you see this bid. Thank You
$444 USD in 2 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
elk grove, United States
5.0
5
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Member since Apr 17, 2014

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