Custom CRM

CLOSED
Bids
9
Avg Bid (USD)
$372
Project Budget (USD)
$30 - $250

Project Description:
> We want to load the CRM via email. When the manager emails the form the agent, he will CC the CRM as well.
>
> The crm will take the lead information, enter it into the CRM and assign the lead to the agent who was the other recipient of the email.
>
> The CRM will have ADMIN, Manager, and Agent profiles.
>
> Agents can see their leads only, managers and admin, can see all the leads. Only manager and admins can add leads to the CRM via email or Manually.
>
> The leads should have place for notes and status updates by the agents with time stamps for every entry.
>
> The CRM will need to be searchable and provide reports including the ability to export via excel for any given time period.

Needs custimizable despozitions.

Skills required:
PHP
About the employer:
Verified
Public Clarification Board
Bids are hidden by the project creator. Log in as the employer to view bids or to bid on this project.
You will not be able to bid on this project if you are not qualified in one of the job categories. To see your qualifications click here.