Trainer\Customer Phone advisor business


- Wordpress plugin to signup a new account, add dollars to an account, and view calls/transactions a customer has placed

- System to manage customer accounts

- IVR/phone connection system

Considered solutions:

- Elastix/Asterisk/A2Billing

- SugarCRM

**These do not need to be used, these are only suggested.

Business Rules:

- All billing will be per minute and rounded up the next minute.

- Refills can happen through the phone when balances are under $10

- All new accounts will be signed up through a website interface

- Advisors will be available through cell phone or land lines


After a call comes in, we will check the caller id, if it is recognized, it will be treated as a "KC"(known customer) if not it will be a "UC"(unknown customer).

For an UC, they will be presented with the following menu:

- Please dial your account number and pin to proceed(not sure where the best place to put this is)

- Dial an advisors extension at any time.

- Press 1 to set up a new account

- Press 2 to speak with the next available advisor

- Press 3 to hear a list of the advisors that are currently available

- Press 4 to receive assistance finding the right advisor for you

- Press 0 to be connected with a customer care specialist (This will go into a hold queue for 30 seconds and then go to a voicemail box)

For a KC they will be presented with the following menu:

- Dial an advisors extension at any time.

- Press 2 to speak with the next available advisor

- Press 3 to hear a list of the advisors that are currently available

- Press 4 to receive assistance finding the right advisor for you

Greeting for pressing 1 - Please visit our website [url removed, login to view]

Greeting for pressing 2 - See below for connecting to an advisor extension

Greeting for pressing 3 - Advisor XXX is available at extension XXX for a rate of $XX per minute, (continue to loop through all of the available advisors)

Greeting for pressing 4 - What type of advisor are you looking for, press 1 for category 1, press 2 for category 2, press 3 for category 3, or press 4 for category 4.

After an advisor extension is selected we will respond with:

You have chosen advisor XXX at extension XXX, . . .

- (If advisor is online and available) Please wait while we connect you with the advisor (play on hold music)

- (If advisor is online and not available, this would be automated) Currently advisor XX is not available, but please press 1 to be called when they become available.

- (if the extension does not exist) We are sorry we do not have an advisor with that extension, (forward to the main menu)

Phase 2:

- Add the ability for communication between advisor and customer through sms and email

Skills: Asterisk PBX, CRM, MySQL, PHP, VoIP

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About the Employer:
( 0 reviews ) United States

Project ID: #4331041

15 freelancers are bidding on average $1437 for this job


Hello, I have reviewed the project detail. Do check PMB for more details. Regards

$750 USD in 25 days
(114 Reviews)

hi. without wordpress will cost -700usd.

$2500 USD in 20 days
(126 Reviews)

Hi, We have read your [url removed, login to view] are interested in your project as we have completed 40+ big projects in wordpress skinning,plugins and custom wordpress modules in last 5 years. Please check private message boar More

$1450 USD in 12 days
(17 Reviews)

hello, this bid is for all except sugarCRM. thanks

$1100 USD in 15 days
(34 Reviews)

Kindly Check PMB

$1200 USD in 10 days
(15 Reviews)

Hello, custom billing needs to be developed but it depends on further details. please check pmb

$2100 USD in 25 days
(7 Reviews)

Hello, please check PM. Thanks.

$600 USD in 10 days
(16 Reviews)

We can do it...

$2200 USD in 20 days
(15 Reviews)

Need to discuss this in detail,how we can start the discussion on this requirement. for more detail check in PM.

$750 USD in 19 days
(9 Reviews)

Dear Sir, We are interested to work for you, Please check your private message.

$350 USD in 5 days
(8 Reviews)

Hi, We are highly expertise in WebServices ( SOAP/REST) within SugarCRM. We have many years of expierinece and already developed many components for sync. Let me know if you have questions. Thanks

$750 USD in 3 days
(3 Reviews)

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 te More

$700 USD in 25 days
(2 Reviews)

Hello, my name is Robert Wilson with eTollFree. We are standing by and ready to complete this bid for you as efficiently and quickly as possible. If you have noticed we have very little reputation as a freelancer bidde More

$600 USD in 10 days
(0 Reviews)

Atto communication pvt ltd based out in Bangalore, India. We started in 2011 with team of people who have rich experience Marketing , Software development and Testing in field of Networking and Wireless More

$6000 USD in 20 days
(0 Reviews)

Hi sir, we can be able to do this above task, Pls Check Pm.

$500 USD in 25 days
(0 Reviews)