CRM Software Customisation

In Progress

Hello Freelancers,

IMPORTANT - THIS SCRIPT USES OOP ( OBJECT ORIENTED PROGRAMMING ). If you're not familiar, don't waste ur time bidding.

Bids over budget will not be viewed. As i can simply purchase MYOB accounting software for a cheaper price.


I recently purchased a software called Ultimate Client Manager [url removed, login to view]

I would like to use this software as my main Client managing software , invoicing and ticketing systems. However, i would need alot of customisation works done on this software.

I would need

(1) Custom Fields ( Already implemented in the script , just need to add more at the right places )

(2) PDF Template ( Theres a field where you can place the custom codes for the PDF ) ( Other Templates customisation required too )

(3) Under each customer, there should be a new page called reports and all updates should be updated in the reports page. For example, new invoice, new job, new ticket, replied ticket, customer updated information etc

(4) PDF INVOICING should have a SIGNATURE FIELD where users can sign, and the PDF should update immediately with the signature. ( i will upload a temporary invoice which im currently using )

(5) Each user should have a field called points, admin can add or delete points per customer and customers should be able to click withdraw points if they reach a certain number of points.

(6) A field called Letters ( i should be able to type a brief letter with the template and choose from existing customers )

(7) I do have a invoicing module with this system , i need another module which is a quotation module. I should be able to create quotations and then either void it or convert to invoice.

(8) Issue Cheque Button, just a simple form with the ability to choose from existing customers or new, amount , date. and print. Ill give you the format for the cheque printing and it should be implemented as a template so all i need to do is type the details and print, and it should print the details on my cheque.

(10) When creating new customer, there should be a generate button which would generate a 10 digit number which will be meant as account number

Ultimate client manager is a sophisticated system , If you're really interested in the project then bid for it. Check the demo of the system.

(11) IMPORTANT - The PDF Invoice printing , there should be 2 types.

a) Type 1 is to print the invoice , with the template and data , logo and all tables and fields which looks like an exact invoice.

b) Type 2 is where i should only be able to print THE DATA without any LOGO/TABLES/TEMPLATE. This is because we have pre-printed invoice papers which we would insert in our dot-matrix printer.

(12) Registration of Invoice. Customers who have been issued with an invoice should have a register invoice button for each invoice. Upon clicking on the register, the system should give them 30 days warranty. It should show the date of registration and date of expiry. The date of register should match the date of invoice, if the invoice is registered days after the invoice is issued, it should calculate the remaining days and state the date of expiry.

Requirements -

Should be able to communicate in fluent English.

Must be a very reliable programmer

Must have SKYPE

Previous experience with Ultimate Client Manager Customization would be given first priority.

I believe in such programs, small details or adjustments will be requested as and when and the freelancer should not hold grudges saying that it was not mentioned earlier. We would like to work on a long term basis for this project.

Skills: HTML, MySQL, PHP

See more: you don t need a crm, work as a software freelancer, work as a freelancer project manager, withdraw freelancer, which state is freelancer registered, which companies use php programming, where to sign in as freelancer, where to register as freelancer, void freelancer, ultimate software, types of accounting systems, types of accounting information systems, types of account in accounting, types accounting systems, type of freelancers in india, type of accounting system, type of account in accounting, software required freelancer, software programming companies india, software programming bidding, software programmer in india, software programmer freelancer, software freelancer india, small account project in freelancer, skype registration date

Project ID: #4982302

11 freelancers are bidding on average $767 for this job


Check you PMB for details!!!

$747 SGD in 22 days
(78 Reviews)

this is workspaceit

$773 SGD in 40 days
(37 Reviews)

Let me start the project

$1200 SGD in 30 days
(53 Reviews)

I have check this requirement,have some query,so need to discuss this,please tell me how we can start the discussion. to know more about us please check Private Message. We have a team of professionals,they have more More

$600 SGD in 18 days
(17 Reviews)

Hello, Thanks, for giving us a chance to bid on your project(). Please check private message box for more details. We are WebGloabalIt is an (ISO 9001:2008) (ISO 27001:2005) certified company who have throught More

$698 SGD in 15 days
(16 Reviews)

Hi! Experienced CRM developer here. Please check PM for details. Thanks, Rajib

$555 SGD in 30 days
(51 Reviews)

Hi. In terms of enterprise applications, we have strong in-house capabilities on CRMs, ERPs, Document Management and E-Learning (5 years experience). Excellent OOP skills. We looked over your task list and can deliver More

$750 SGD in 15 days
(13 Reviews)

hi can you please award me this project to start.

$721 SGD in 3 days
(10 Reviews)


$515 SGD in 25 days
(16 Reviews)

Thanks for posting the project on Freelancer, the project requirements completely falls under our domain and where this project exactly matches with our technical strengths and our abilities to deliver the work on time More

$545 SGD in 4 days
(2 Reviews)

Hi,We are interested..check your PMB..Thanks

$750 SGD in 25 days
(1 Review)

Hi this is Garry, As per our discussion i am posting my bid.this will take 25 days to be completed. For Reference you can go through the analysis document which i had sent you via Skype.

$888 SGD in 25 days
(0 Reviews)

We are glad to show our interest regarding the project and would like to discuss the project more based on our understanding. Please read our PM to check our expertise and experience of work that would surely excite yo More

$789 SGD in 20 days
(0 Reviews)

Online web Designing & Web Development Expert in AJAX ,PHP/MySql,Codeignitor,Cake php, ASP.NET,dot net framework more than 12 years working experience along with online promotion and Search Engine optimization

$515 SGD in 3 days
(0 Reviews)

Hi, We, Veltrod Software Services ( are the fastest and largest growing provider of IT services for over 25% of the F100 and 100’s of Start-ups and venture funded firms. We are specialized on the below More

$721 SGD in 45 days
(1 Review)

MobiCRM – help your business grow! from your mobile device, your desktop, or a web browser. Access your data wherever you are, when you need it.

$833 SGD in 3 days
(0 Reviews)