Commission invoicing and reporting in VTiger CRM

This project received 6 bids from talented freelancers with an average bid price of £563 GBP.

Get free quotes for a project like this
Project Budget
Total Bids
Project Description


We are small insurance broker company and currently using VTiger CRM ( setted up on our own) system as our client database. We have few advisers working for us and we need accurate commission payment system.

What we are looking for is to develop Invoicing structure avaliable in VTiger (purchase order / sales order / invoicing) to have accurate tool for commission payments.

Our process currentlu look like that - an adviser is creating lead which is converted to a contact and account. In contact we are keeping all contact details and personal informations about client and account contain all details about sold products to that client.

One client can take few different products - which are paid differently depend on policy type and provider.

We are looking for a way that adviser can set some king of commission expectation, but he/she need to be able to set few for same client.

We are very open-minded and will concider all reasonable and usefull ways of setting it up.


Skills Required

Looking to make some money?

  • Set your budget and the timeframe
  • Outline your proposal
  • Get paid for your work

Hire Freelancers who also bid on this project

    • Forbes
    • The New York Times
    • Time
    • Wall Street Journal
    • Times Online