Build a CRM with the same features as Insightly

Closed

Description

I am basically looking for the below, but even more simply, I am looking for someone to build me something like Insightly but with more functionality (better task management and lead/sales management) and a better look. In terms of lead/sales management I am looking at something like pipedrive and for task management something as functional as HiTask, but all in one.

What I am looking for:

- CRM functionality (client information, notes, customer tickets and service tracking)

- The organization functionality that Insightly has is crucial

- project management (looking for functionality similar to HiTask with the ability to assign tasks between a team as well as generate a task list for the day)

- Email integrated ticket system for support and service communication

- Built-in calendar to set recurring reminders, assign work, automate activity sets for projects, show project workflow, etc

- Ability to add custom fields and filters on the fly (ie. Ability to add additional customer info fields if required through the settings)

- Email notifications on task assignment, follow up reminders, etc (should be able to be set in the settings)

- Efficient search systems for contacts, projects, proposals, sales, etc

- Full sales/lead management (status tracking, file management for proposals, lead values and reporting of the sales closures and other informaiton)

- Mobile friendly (Blackberry, Android & iPhone usable)

- Permission setting on a user level and group/team level

- Easy to use and customizable dashboard (should be able to be changed by user or admin to show user specific tasks, notifications or just a welcome message

- Built-in file sharing and storing functionality

- Export and import functionality for contacts, project information, sales/lead information, etc

- Full CRM reporting (ie. Number of support tickets by organization, number of follow up emails sent, project completed, projects past deadline, etc)

- This reporting should also be customizable in terms of what is shown

- CRM/Project/Lead notes and comments for other users to see

Please let me know if you have any questions.

I do not know how much something like this would cost so I have set this as an hour based project, so please let me know approximately how many hours it would take to develop something like this and we can have a work agreement based on a certain number of hours which would then equal the project total (ie. if its 250 hours at $25/hour then the total agreed upon would be $6,250).

Thank you

Skills: Javascript, jQuery / Prototype, PHP, Ruby on Rails, Software Architecture

See more: hitask insightly, which is better iphone or android, which is better android or iphone, what is project proposals, ticket fly, the able group, set up email on android, setting up email on android, proposals for projects, projects proposals, notifications android settings, lead management system in php, full service crm, file status 22, develop dashboard in php, customer workflow, android reminders, android permission, android message not sent, insightly support, insightly crm, build a team, the better me, sales dashboard, pipedrive

Project ID: #4387161

17 freelancers are bidding on average $21/hour for this job

technosystem

Your CRM Project can be easily developed by our 2 very experienced dedicated programmers. Kindly open PMB to discuss your project further and move ahead. Thanks, Sushil

$25 CAD / hour
(74 Reviews)
8.8
funnyfox

Please check Private Message Board for detail.

$20 CAD / hour
(98 Reviews)
8.5
AphroECS

Hello, such tasks need a team instead of an individual developer. please check my pmb for bid details! Thanks,

$15 CAD / hour
(69 Reviews)
7.4
sergioes

HI, I have lot's of expenrice building CRM software.

$35 CAD / hour
(224 Reviews)
6.9
qitsol

We are ruby on rails team, see your inbox.

$25 CAD / hour
(86 Reviews)
6.7
techwelfare

Hi we checked your requirement,We could develop as per your need. u could check that out. we would work till your satisfaction. Thanks & Regards Techwelfare Please check inbox for our previous work.

$15 CAD / hour
(41 Reviews)
5.9
phpdeveloper100

Please check our PMB.

$15 CAD / hour
(23 Reviews)
5.1
jdrnetworking

Thank you for the opportunity to bid on this project. It sounds like an ambitious, but very reasonable project. I have a few questions and have put together a more comprehensive bid in a private message to you, but a More

$55 CAD / hour
(6 Reviews)
5.0
bharatkasodariya

I am interested in your project. Please check PMB

$9 CAD / hour
(13 Reviews)
4.9
bistanil98

Can we discuss this in detail before start this project,to know more about us please check in Private Message. We have a team of professionals,they have more than 11 year of experience,so we can manage this work and More

$8 CAD / hour
(9 Reviews)
4.8
ciphertech

Hi, Yes,I can do this.I have a team of developers with a strong experience of more than 5 years working on complex web applications and also have Expertise in Ruby on rails, HTML5, CSS, MySQL,PHP, and JavaScript is Bon More

$22 CAD / hour
(4 Reviews)
4.2
evidcomm

Ready to start now..Many thanks..

$12 CAD / hour
(10 Reviews)
4.0
phpabby

We have a dedicated team with 7+ years experience.We assure you that we will definitely satisfy your project needs.Please give us one chance to prove our self.

$9 CAD / hour
(1 Review)
2.2
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 te More

$36 CAD / hour
(5 Reviews)
1.3
JorgeRG

We can help you develop your CRM project according to your instructions.

$28 CAD / hour
(0 Reviews)
0.0
MNUMzSbkmCye

Hello, We are freelance software developers. If you contact us, we can give a quote for your project and we can discuss the details. w w w . so l v e r . i o

$25 CAD / hour
(0 Reviews)
0.0
studio41

Dear Mr/Ms, 41studio is very interested to handle your project, as we have 9 years experience in developing websites, CMS, SEO, and mobile application, and over 6 years experience in Rails. We also have a very good More

$10 CAD / hour
(0 Reviews)
0.0
wtcindia

We will be interested in talking to you. We have got the required knowledge and skill to execute this for you. Please do check your message.

$22 CAD / hour
(0 Reviews)
0.0
unaflux

Our team has extended knowledge in Software Development, Project Management (Agile-Scrum&XP, Waterfall), Business Analysis and Consultancy . We have experience in building web based software solutions using Java, PHP a More

$30 CAD / hour
(0 Reviews)
0.0
otsbpo

Hello, We can complete the project with all of our specifications. Please check PM.

$26 CAD / hour
(0 Reviews)
0.0