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

This project received 28 bids from talented freelancers with an average bid price of $1289 USD.

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Employer working
Project Budget
$250 - $750 USD
Total Bids
28
Project Description

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

Reporting

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:

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[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:

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[url removed, login to view]

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