We are looking at creating a CRM platform to allow users to subscribe to our services and have their own CRM platform to use. Each business CRM will be separate.
The CRM will have customisable fields, departments and pipelines the the company admin will create and edit.
Pipelines can have different actions when dragged from one to another.
Depending if the company is B2B or B2C depends on if contacts or organisations are the key point of contact.
Mock up created in Adobe XD - I would prefer the selected Freelancer to work with me on the design and layout.
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I have no milestone or due date. This is a personal business venture and I do not have any financial backing. This will be a small and steady project due to cashflow.
Some Required Features:
Create invoices (draft)
Merge products from Xero
View previous invoices from the CRM
Allow clients to create potential orders from customer portal
Users to be able to make and run customised reports (internal)
All staff to be able to use the CRM to view and send emails
Emails viewable by others when connected to a lead, organisation or contact based on preference.
Each CRM user has their own calendar
Pipeline can create / popup calendar
Screen Share Meetings
Setup and send meeting invites (Email)
Allow the client to follow a link to join the remote online meeting
Stock Inventory -
Track stock entering
Track stock being attached to organisations
RMAs to be generated
Send documents to get signed
Staff to get worksheets signed or other documentation signed
IOS & Android apps to be made
Must work on all browsers. The customer portal must work on old IE versions.
Up to date language that easy to work on and update
Email & SMS to be sent from CRM
GPS tracking on (Internal user groups - Staff)
Route planning, allowing project management to plan when engineers are close together.
To view future events when booking appointments or call outs.
Full chat application. With group creation.
Allow organisations to chat to their users.
Marketing - Link to Mailchimp for marketing
Where the Sales team, Project managers and clients can talk about the project and requirements. Where files can be exchanged and the deal can be viewed.
Attach documents to clients for internal users to view
Allow clients to upload files to there account.
Attached to organisations
Invite codes only, no user can created an account
Internal staff can create users and attached to organisations
Organisation users can add other organisation users
Allow organisations to have their own news feed (Similar to facebook)
Internal users can add to news feed to display on correct organisations news feed.
31 freelancers are bidding on average £1996 for this job
Hi, As per your requirement in Mobile & Web development, I have relevant skills to provide you the best quality [login to view URL] you find me suitable for this work please ping me on chat for further details. Thanks
Hi there, I have checked the details I have rich experienced with CRM, HTML, Mobile App Development, Website Design. Please initiate chat so we can discuss this job.
Hello, I have gone through your project requirements. I want to assure you that for this project, I will be your cup of tea. As I have a team having perpetual knowledge in Mobile & Web App Development. thanks