Vtiger 5.4 Customization and VICIdial Integration

In Progress

Description

30 day timeline before hosting charges incurred again:

I am currently using a hosted SugarCRM professional. I want to migrate/move my hosted system to a premise system while shifting away from SugarCRM professional 6.3.1 to Vtiger 5.4. My new premise servers are built on Ubuntu OpenSUSE 12.1 with LAMP using the latest VICIdial telephony platform. That said, there is a handful of configuration changes and integrations which need to be made:

1. Vtiger 5.4 database integration with VICIdial 2.4 for create/edit/lookup which includes user database lead/contact search, disposition logs/record history synchronization, click-to-dial function from Vtiger contact module, output leads and campagins from vtiger campaign manager.

2. Using Vtiger lead conversion module, convert leads to create contacts which automatically attaches closed opportunities. Contacts are the primary module for our client management, therefore, contacts would have the following sub-menus: attached lead/campaign, open/closed opportunities, Sales orders, trouble tickets, activity history, email history of contact, documents, tasks, accounts receiveables. Each contact will have an open or closed opportunity automatically attached.

3. Migration to the new system.

4. Accounting configuration. In sugarCRM, I configured a custom module for our accounts receivables. This module takes a csv import and calculates commissions paid both to the company and our sales representatives It does this both for upfront commissions on the initial sales of our services, but also residually each month, for years to come. Based on the commission tables this module generates and sales orders already entered into the CRM, it is able to form commission reporting for accounts payable to agents.

Commission tables module created also allows for administration to custom enter both commissions ainitially and residual commissions paid to our agents. I as the admin, choose the interval of pay, i.e. first 12 months, then select pay percentage of annualized premium.

Skills: MySQL, Perl, PHP, Software Architecture, vTiger

See more: sugarcrm integration vicidial, vtiger vicidial, edit vtiger database, lead vtiger vicidial automatically, vtiger vicidial integration, vicidial vtiger, vtiger integration with vicidial, vicidial sugarcrm integration, vicidial admin, this day in history database, sugarcrm administration, perl opportunities, management accounting services, import administration, e-leads crm, client services manager, accounts payable manager, accounting opportunity, vicidial integration, customization vtiger, ubuntu system administration, receivables management, accounts payable accounting, vicidial, premise

Project ID: #4185183

Awarded to:

vtigerdevel

Hi, vtiger expert here. Please check PMB for details. Thanks

$1200 USD in 15 days
(32 Reviews)
5.7

11 freelancers are bidding on average $1077 for this job

buzzz

Hello, I know this system very good and can do this changes.

$1400 USD in 20 days
(373 Reviews)
7.6
WebBizSolution

I run European website design firm with years of design experience personally developing over 300+ websites. I can also provide a list of references from past customers if you'd like. I'm not the cheapest you'll find, More

$1777 USD in 15 days
(52 Reviews)
7.0
hunterboss

Dear friend. I checked through your description and have some questions need to share. please check your pmb to see.

$1500 USD in 30 days
(79 Reviews)
6.4
dinotech

Understood your requirement and ready to start..........

$1100 USD in 30 days
(32 Reviews)
6.0
vergetechno

Hello there, We have the technical skills that are required to complete your project. Kindly share the current hosting and new hosting detail so that we can start this work. Regards, Verge

$825 USD in 24 days
(10 Reviews)
5.7
auriclesoft09

Dear Sir, Expertise in Open Source/CRM/ERP/POS/Custom Solutions/Web designing. We do customization as per your requirements. ! With a good Profile in Freelancer and experience of over seven years in the Software Aren More

$850 USD in 31 days
(24 Reviews)
5.6
ishtiak146

easy task, allow me to handle the project

$800 USD in 13 days
(6 Reviews)
4.1
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

$1300 USD in 25 days
(5 Reviews)
1.3
itglobalservice

An ISO 9001:2006 certified company, We can fulfill your requirement because we are professional worker, we work for our client satisfaction. for more detail please check private message board. Thanks.

$750 USD in 6 days
(3 Reviews)
0.0
BenCC

Hi, Just some free advice! You can achieve this, for free, using 'GoAutoDial'. This is a pre-made package that already integrates vicidial and vtiger (albeit with a different color scheme). The rest of your requierm More

$750 USD in 5 days
(0 Reviews)
0.0
indiantechdreams

Interested in project.Waiting for your positive kind response to satisfy you with quality service.

$1000 USD in 30 days
(0 Reviews)
0.0