Integrated Order, Billing & Customer Management Portal

Closed

Description

I am a small ISP in Canada and require an application where I can add customers and track the status of their various orders to completion, and once the order is complete have it act as a CRM, support and billing system.

Customer Management:

-Create customers and hold their standard information…address, phone etc.

- Be able to add products to their profile, as well as track the status of their order. There would be a drop down menu that I could change the status as their order progresses.

- Be able to send a single e-mail to a customer from their profile page, or send bulk e-mails & newsletters to all customers

- Each customer profile will have a section for notes that will be date and time stamped. This is to keep a record of customer contact. Must have the ability to create a new support ticket from the customer page, or from a separate 'support ticket' section. When they call in I can create a ticket and add notes etc. & just track when they call and what was discussed.

- Ability to add 'to do's' within the customer profile & separately so that I see a list of all things I have to get done on a particular day.

- All open support tickets, orders in progress & to do's must show up on the main page so when I first log in I can see everything that's up for that day.

- Ability to add a 'follow up' day to an order or support ticket so that if it's something that doesn't need my immediate attention, I can push it forward and it won't show on the main page until the day I choose.

Online Order Forms, customer & reseller management:

I have stores that sell my products and I pay them a commission each month for as long as the person stays a customer. I would like to have an online application the reseller can use to place orders and upload forms to me, which would then appear as new customers in my app. They would be grouped as part of that resellers customer base and will track the commissions owed each month the customer remains active. The reseller would be able to log in and also monitor these totals. (Reseller will only see customers designated to them, and I should have the ability to change that in my own portal). - I will also need the same order form for my site, which allows customers to directly apply online. These orders would obviously not be credited to resellers.

Order Management

One of the toughest things to track is when there are many orders on the go, and what stage they are in. So when a new order is placed, it would be assigned a status of ‘new’. When I’ve reviewed it and placed the order with my supplier, I would change the status to ‘In progress’ and so on until the order is completed. So the order must track the product, order number, supplier, activation date, notes (dated and time stamped), The reseller should be able to log in and see these orders as well, and watch the status, see the username/password etc. and add their own notes. I also need a checklist of items that I can check off as I do them. Eg. ‘Order Placed with supplier’, ‘Confirmation e-mail sent’, invoice created etc.

Billing

Ability to create and modify invoices, as well as set up recurring invoices set to auto generate each month. Something along the lines of Zoho invoice. Must be able to do everything invoicing software can do including sales, P&L reports etc. It should create a custom looking PDF invoice that can be e-mailed directly from the system.

If possible, please provide live demos of past work. This software cannot be proprietary to the designer or encoded. It must be fully open and modifiable. Looking for custom work, no codeigniter.

Skills: CMS, Java, PHP, Software Architecture

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Project ID: #1194638

22 freelancers are bidding on average $2642 for this job

Indexpage

Hi, We aim to provide you the best quality work. See more detail in PMB-Thanks

$3000 CAD in 45 days
(50 Reviews)
7.9
zeee

Please see PMB.

$3000 CAD in 60 days
(163 Reviews)
7.8
cpt2011

CRM Experts We are CMMI Level 3 Certified Company. Check Pm for more details Regards, Changepond Technologies Team

$4500 CAD in 45 days
(24 Reviews)
7.4
thelogicgates1

Hi, Ready to start. Check PMB please.

$2400 CAD in 12 days
(51 Reviews)
6.6
sainathkohta

Hello Sir, We are based in india and know for our quality work. We will deliver you beyond your expectations if you give us a chance. Please take a look at our reviews for what clients has thinking about us. If you More

$2500 CAD in 30 days
(37 Reviews)
6.5
influxive

We can do this project easily, please check private message board for more clarifications and portfolio. We would like to have further discussions with you on your project. Please note our bid and timeline is tentative More

$3000 CAD in 45 days
(20 Reviews)
6.1
qitsol

100% client satisfaction, we are interested to do this.

$4800 CAD in 25 days
(82 Reviews)
6.1
RKsolutions1926

We have 10+ years of experience in software development, please check your PMB. Thanks

$2000 CAD in 25 days
(27 Reviews)
6.0
silv3rm00n

Hello, We can do this project providing you top notch quality. Regards

$4000 CAD in 90 days
(25 Reviews)
5.4
TechSanskar

Hello Buyer, Greeting from Harshal. Tech Sanskar is a small technology solutions company having its development center in Mumbai India. I have read your complete project requirement and also understood your bu More

$2500 CAD in 25 days
(4 Reviews)
5.3
Openwiresolution

Hi Dave, I have gone through your requirements for your CRM system.We are experts in developing CRM applications and we will be able to meet your requirements. KIndly check PMB for more details. Regards Dinesh

$5000 CAD in 90 days
(3 Reviews)
5.2
sigmasolve

please check the p.m.

$2520 CAD in 30 days
(11 Reviews)
4.3
itmiddlecom

we have do a similar project before ... demo avaible on request ...

$2800 CAD in 60 days
(1 Review)
3.9
swipetrack

We are US based company and we would be happy to assist you with this project. Your business management system will be designed to your specifications. We can provide you with a professional system as well as included More

$2900 CAD in 45 days
(3 Reviews)
2.6
xtrakt

Hi! I'm a long time web developer, with more than 7 years of experience in web development, and more than 3 years of experience in ERP/CRM and document management systems. Please check the private message. Thank you.

$2000 CAD in 45 days
(6 Reviews)
1.6
Alex1095

Hi there. You're receiving a lot of offers for building this system from scratch. I think you should instead focus on already existing solutions with attractive licensing deals and they exist! Please read my More

$2000 CAD in 30 days
(0 Reviews)
0.0
broadcast2web

Dear Sir, I am interested in your project. I request you to check your PM for our Web 2.0 Portfolio & further discussion. Regards Dev!

$2300 CAD in 30 days
(0 Reviews)
0.0
ShwetSofts

Please check PM.

$1500 CAD in 30 days
(0 Reviews)
0.0
sabir1408

Dear sir/mam, We r running a company which deals in development and management of websites as well as consumer accordingly customised ERPs. We have lately worked on customised ERP for Deaprtmental Store which contains More

$1500 CAD in 40 days
(0 Reviews)
0.0
santoshph

Hi, I have worked on similar application for a UK based Telecom Giant. I have a very clear idea about the business. Please consider.

$2500 CAD in 60 days
(0 Reviews)
0.0