We Need a Software solution for customer relationship management CRM) with sales force automation.

CRM and a Commission tracking / payment system that needs to be integrated .

WordPress plugin or standalone Wordpress Theme

If you can do this without WordPress and we can still put on our server please advise...

CRM (Sales team contact Management) requirements:

Multi Users (sales teams) with encrypted areas

Sales people need to:

Add a contacts - companies

create and save notes about a contact

Create custom contact fields

Create a tasks (that go to to do list)

Schedule an event

share with the rest of your team

Import your contacts from different systems by importing CSV files

Track leads

Quotes can be created (templates) and sent to leads

When the contact Buys product needs to convert to a sale

Mobile Access - HTML5 responsive for phone or tablet

Enable Google Integration

Task Management

Project Management


Send personalized emails to contacts

Log and keep emails in the CRM

Convert Lead to a sale

Send email with PayPal Link to Invoice Sale

Integration with Google Apps

Event/Calendar Management that integrates with Google Contact & Calendar Sync

Evernote Integration?

CRM examples:

[url removed, login to view]

[url removed, login to view]

/[url removed, login to view]

[url removed, login to view] - watch video

Sales & Commissions Module - We need to pay Salespeople their commissions on sales they make in CRM

Fully view our sales peoples sales & commissions performance and send Statements to them.

Keep track of paid commissions and partial commissions from payments received from customers.

• Sales reps and sales managers can view their own commission reports and see only relevant commission data.

• Handles simple and complex plans involving base commissions, single accelerators, multiple accelerators,

recurring commissions, residuals, partial payments, splits, commissions calculated of revenue. Set commission rates per sale.

• Sales team can view commissions earnings, commission tracking, payments, payment timing.

• Generate, save, and email custom statements and reports to sales people.

• Commission Chargebacks for client refunds.

• Track sales From the CRM, commissions and bonuses

Admin can Analyze all sales and commissions data with reports

Software examples:

[url removed, login to view]

[url removed, login to view]

Skills: CakePHP, jQuery / Prototype, MySQL, PHP, WordPress

See more: zoho examples, www force com, track quotes, templates php html5, templates html5 responsive, team software solutions, software solution sales, sales lead solutions, sales force software, sales force automation, rest html5, responsive html5 templates, project managers companies, product sales reps, product management companies, platinum performance, php integration with html, php apps sale, pay people to do tasks, notes in google apps, need html5 project, need a software, mobile templates html5, mobile contact management, lead to quotes

About the Employer:
( 0 reviews ) Westbury, United States

Project ID: #5024493

28 freelancers are bidding on average $1289 for this job


Dear Sir, Just a quick question before I respond to your detailed requirements. - Are you flexible in your set budget of US $750 or you have set this budget for your project? Please feel free to ask any questi More

$789 USD in 60 days
(39 Reviews)

Hello,  We are Russian-Canadian web development company which has good experience with WordPress. You can check our recent projects on our website [url removed, login to view]

$1052 USD in 10 days
(35 Reviews)

Hi I am a Web designer and developer with 8 years of WordPress experience. I have gone through the given requirements and would like to discuss further about the project design and functional specifications in d More

$1237 USD in 15 days
(106 Reviews)

1. Donation Site We already designed and developed a wordpress based site for donations in which we implemented paypal and paypal pro to take the payments from credit cards with a complete registration of donating per More

$1530 USD in 30 days
(80 Reviews)

Hi, We are expert in designing as well in development. We will provide you quality of work. We will provide you our [url removed, login to view] want long term relationship with you. Please choose us and provide a chance to work wi More

$2577 USD in 50 days
(91 Reviews)

We are highly interested to work with you on this project and can assure you quality results ready to start immediately some of our developed websites are listed below Wordpress: http://queenscountyconstruc More

$1546 USD in 30 days
(274 Reviews)

Hello! I am glad to respond that I have read your requirements, understand exactly what you need and am very interested to work on your project. I have a great experience in WordPress. I can do it to your utmost sa More

$773 USD in 18 days
(194 Reviews)

**********************.. YOUR SEARCH ENDS HERE .. ********************** GET IT DONE RIGHT THE FIRST TIME! Hello Sir/Ma'am, I look forward to talking to you further and getting started. I've been working in simple and More

$1030 USD in 8 days
(36 Reviews)

We have all the required designers and developers according to your project and we can allocate dedicated resources to your project. You will be very happy and satisfied with our services. All major open source More

$1546 USD in 25 days
(72 Reviews)

Hello Sri Technocrat will provide fully interactive application/website for your project. As per the detail, Sri Technocrat will provide three template functional schemes and sample pages to make your choice for lay More

$894 USD in 30 days
(49 Reviews)

Hello , We are one of the best programming team here on freelancer. We have got 85+ feedbacks (reviews). Please see our recent work --> [url removed, login to view] , (HTML5) [url removed, login to view] , htt More

$1000 USD in 19 days
(66 Reviews)

Awards winning apps. Android & IPad [url removed, login to view] Award winning app - IPhone [url removed, login to view] Vehicle barcode scanner for ios, web .. [url removed, login to view] More

$1546 USD in 15 days
(99 Reviews)

Can help... I am an Expert... Please check the past projects I have handled and check my reviews for what employers have to say about my work... Can start right now...

$2000 USD in 40 days
(29 Reviews)

I just placed a bid on your website project. Please check my bid from universesys. I have gone through your project details and I am confident I can do high quality work and can start asap. I would like to than More

$927 USD in 17 days
(22 Reviews)

Sir, I am very experience cakePHP developer. I have been working on cakephp since last 4 years. Please check my recent completed cakephp works : [url removed, login to view], [ecommerce] [url removed, login to view] [realeastat More

$1052 USD in 25 days
(43 Reviews)

have gone through with the requirement and we can start this project now. I want to introduce our self, we are a group of freelancers we have 11 year of experience in web application development and design, we w More

$700 USD in 18 days
(18 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 5 More

$698 USD in 15 days
(16 Reviews)

------ 3YEARS EXPERIENCED PHP, MySQL, WORDPRESS, HTML, CSS & WEB DEVELOPING EXPERT ------ Hi, I just gone through your requirements, I can achieve these with perfection. I am confident about my quality work & you More

$1500 USD in 25 days
(28 Reviews)

Hello Sir, I have good experiences in these kind of work. I can do this job for you ASAP. Please check my feedback and award me the project. Thanks.

$684 USD in 15 days
(22 Reviews)

We are an US based website design & development company since 10 years successfully deliver and specialize in high quality design & development. If you're looking for an award winning website Development Company then y More

$1030 USD in 10 days
(9 Reviews)