CRM Software

Closed

Project Description:

Leads

Lead are the individuals or representatives of organizations who show interest in your products or services.

Create Lead or Import Leads

Contacts

Contact are the people in a company with whom you communicate and interact in pursuit of a business opportunity.

Create Contact or Import Contacts

Accounts

Account are companies or department within a company, with which you make business dealings.

Create Account or Import Accounts

Activities

Activity are a list or register of tasks, events, and calls associated to the CRM records pertaining to different modules.

Create Task or Create Event or Create Call

Easy Setup for Administrator

Social Platform Integration

Listen to customer conversations and engage with them without leaving your CRM account through tweetter. facebook,LinkedIn

Add User

Start building your sales team

Customization

Customize the CRM to your business needs

Personalize your settings

Time Zone and Locale Information

Personalize your CRM account by setting your country locale, time zone, language and personal details.

Invoice

Invoice your customers in their native currency and language. ... payments from customers. In this section let's take a quick look at some of its invoicing features

Ensure faster payments from customers by allowing them to make online payment to your invoices.

Track all your invoices. Quickly see the ones that are paid and the ones that are still open. Easily narrow down to the invoices that are past their due date and take appropriate action. It should be able to track all customer payments and automate sending of payment thank-you mails to your customers.

you should be able to upload your logos, change color themes, update layout and titles of invoices and estimates.

Themes

Themes give individual users the option to customize the colors and layout of their CRM account.

Upload your Company logo

allows organizations to change the default logo to your company logo. The customized company logo will appear for all the users within the account.

Other features

Ability to integrate invoice with CRM and Projects. You can easily import your accounts and contacts from CRM and use that information for invoicing. Similarly you can directly bill for your time sheet maintained in Projects using Invoice.

It should be able to Use APIs to mash Invoice with any of the business application.

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Breakdown Features

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

Creates Standard Invoices

PDF Invoicing

Customizable Invoices

Integrated Email Invoicing

Built-in Timer

Billing & Payment Features

Accepts partial payments

One payment to multiple invoices

Recurring transactions

Emails overdue statements

Automatic billing

Customer Relationship Management (CRM)

Customer profiles

Tracks Invoices per customer

Saves bill to and ship to addresses with sms alert forexample you have a customer meeting in two hours. An hour before the meeting, you receive an SMS with the customer’s name and the time of the meeting

Stores preferred payment methods

Additional Features

PDF or exportable reports

Supports multiple businesses

Processes credit card payments

Mobile phone support

Free Telephone Support

Supported Operating Systems

Windows 8

Windows 7

Windows Vista

Windows XP

Web based

Skills: ASP, MySQL, PHP, Software Architecture, Web Security

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Project ID: #4605223

23 freelancers are bidding on average $5279 for this job

technosystem

You can consider your CRM Software project done perfectly with our highly experienced and dedicated Programming and Designing Teams. Thanks

$5154 USD in 60 days
(97 Reviews)
8.9
webexpertz

Dear Sir, We are interested in your project. Our team will deliver your project with your 100% satisfaction. I want more information regarding your project therefore, I request you to visit private message board to sta More

$4639 USD in 60 days
(114 Reviews)
8.4
qualifiedcoders

Hi We are interested in your project and read your requirements.We have completed 150+ big projects in .NET,PHP and Java in last 5 years. Please check private message board for details.

$3092 USD in 29 days
(40 Reviews)
7.9
buraqtech

Check your PMB for details!!!!

$1840 USD in 35 days
(69 Reviews)
7.7
sritechnocrat

Sri Technocrat is marvelous in its quality. We have been maintaining the quality in every field whether it is services or training. We have proved our stability. We have been working with the same grace & quality. Our More

$2368 USD in 40 days
(44 Reviews)
7.0
inavigator

Dear sir , We are having more than 14+ years of experience in the web development & We already Developed Large & Complex CRM System and apart from that we developed more than 1450+ projects so we can give the Assur More

$7368 USD in 60 days
(17 Reviews)
6.9
softwaredep

We are interested to work on this project.

$5412 USD in 90 days
(105 Reviews)
7.1
itsabacus

hi there, After reviewing your project requirement. i would like to raise my bid in response for the same. Please refer PM for more details. Thanks

$3555 USD in 30 days
(4 Reviews)
5.7
hrarcon

Ready to work.

$3157 USD in 45 days
(8 Reviews)
5.4
miniric3

Kia ora! On2itonline.com are a NZ based web and software design company who have seen you here on the freelance market and are really excited about working with you and treating you to the full service, professional ex More

$3092 USD in 60 days
(5 Reviews)
4.9
jaisnikhil

Hi There! Currently we are developing same project and know it very well. Ready to do for you again. Thanks

$3157 USD in 85 days
(27 Reviews)
4.8
WeExcelwebsol

Dear Sir, Greetings! We are WeExcel Technologies Pvt. Ltd with 10 years of experience under our belt. We are really interested to work on your project. Please see PM. Thank you. Regards, WeExcel.

$3092 USD in 30 days
(5 Reviews)
4.7
scotchadmins

Hi, I have completed ,customized and integrated ERP with vTiger Project also i have developed android & BB application. Please let me know when you will available for demo. Thanks.

$2888 USD in 17 days
(2 Reviews)
3.7
blackstonejamal

Greetings, We can provide the good professional solution for your needs. Please check PMB for more details.. Thank you, Jamal .

$2600 USD in 36 days
(1 Review)
2.0
getveltrod

Hi, Veltrod Software services is a global software consulting company specialized in providing Mobile applications, Social media frameworks and eCommerce solutions. Leveraging best-in-class people, processes, and t More

$2319 USD in 45 days
(5 Reviews)
1.7
TekshapersInc

Please check your PMB for details.

$3157 USD in 3 days
(1 Review)
1.4
bmartynvw

Please read PM

$2000 USD in 3 days
(0 Reviews)
0.0
DimaKalaputs

I can fulfill your project. I fully meet your requirements and ready to discuss the project in details. * Exprerience:5+ * Portfolio: http://profpereklad.kiev.ua/ http://arena-city.com/ http://www.bone.com.ua h More

$5677 USD in 3 days
(0 Reviews)
0.0
vinfotechind

Dear Sir Our Company is a strategy & technology firm & we specialize in product development for startups & enterprises using design led approach. What separates us from other firms is the way we marry design, techno More

$47368 USD in 70 days
(0 Reviews)
0.0
parimalk123

Hi We are testing similar CRM Software for Australian client . We have got expertise and can be effective . Our testing team has 20 years of collective experience in software testing. Do let me know if you need More

$2111 USD in 45 days
(0 Reviews)
0.0