Sugar CRM custom build project for accommodation portal
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Project Budget$100-$500 USD
An online accommodation portal requires the development of a CRM to manage its travel & accommodation booking business.
The purpose of the CRM will be to manage new & existing customers, and to automate processes which are currently being handled manually.
All leads should be stored in the CRM, with most activity happening with leads that have become “opportunities.”
The type of processes that we require include:
- Data entry into the CRM (replace excel / google docs)
- Ability to export data from CRM to excel / csv
- Confirmation documents to be sent to customer via CRM
- Invoices to be sent to client via XERO accounting, and marked in CRM
- Statements to be sent to client via XERO accounting, and marked in CRM
- CRM to remind sales agent and/or customer of upcoming payment date
- CRM to remind customer of their upcoming trip via HTML emailer with attachments within specified time (ie. 7 days prior to arrival)
- CRM to request review from client, 24 hours post departure (interface with our review system?)
- CRM to remind customer to submit review
- Customers details to be stored in database for future email marketing
The requirements of the CRM are currently in managing clients that have already been converted to opportunities.
Phase 2 of the project will involve management of leads, and assistance with workflow in order to convert leads to opportunities.
Phase 2 will include
- Quoting clients from CRM
- Follow up reminders from CRM (to guests who haven’t replied)
- Reporting on sales pipeline
- Ticketing system during negotiation process
- Parsing of email leads into CRM from various email formats.
*note, we want to minimize manual data capturing into the CRM.
We would also like to use a service like zappia to integrate with our wordpress based site to capture details of leads and send mails via sugar etc...
The CRM will sit on a sub domain, on a custom VPS server.
ONLY experienced Sugar CRM developers should bid.
The timeline is 4 weeks.
The budget is negotiable depending on skill level.
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