Need CRM and project management software for a small management consulting company

Closed

Hi,

I need a simple to use and customized cloud based application to manage our sales and project management. we are into ISO certification consulting.

The application need to be in cloud and must have capability for enquiry management, sales management and project management with option for customization of process flow and dashboard.

I need the following as per our current process flow to be captured in the application.

Enquiry management with capturing details of the client, tracking etc.

Automatic mails to clients which are not closed.

Enquiry converted into project

Project planning

Project tracking and project execution

Project completion

Surveillance audit management

Automatic mails to clients for surveillance.

Dashboard

• Queries received today / week / fortnight / monthly / quarter.

• New clients today / week / fortnight / monthly / quarter / six month / year.

• Database of client with all the information as per excel sheet with approved quote / proposal / signed copy / PO. This should be searchable.

• New client, automatic notification to account for raising invoice.

• Project allocated to a consultant. Consultant to make plan and send to stakeholders.

• Ongoing project management with consultant. Consultant can update the status of current projects, send report to client post visit., current status updating and proposed completion.

• Pop up / notification in case of project reaching a milestone or completion module or final completion deadline.

• Once the project is completed by the consultant by adding completion details, notification to go to backoffice for updating of surveillance information.

• Weekly / monthly / six monthly / yearly report of pending surveillance.

• Popups /notification when a surveillance audit becomes overdue

• Weekly / monthly / daily due client anniversary / birthday report and mails to clients.

Skills: PHP, Software Architecture

See more: project management software consultant, sales management consultant, sales and consulting, sales and account management, proposal report for project, proposal of project, proposal for a project, project is closed, need for planning in management, need a consultant for a project, milestone management software, milestone management, milestone dashboard, make project proposal, i need a sales consultant, i need a management consultant, dashboard architecture, consulting sales, consulting projects sales, consulting project management, consulting excel, clients for audit, client information management, be a consultant, audit of company

About the Employer:
( 44 reviews ) Dubai, United Arab Emirates

Project ID: #5111762

19 freelancers are bidding on average $1120 for this job

manpreet

Dear Sir, My bid is $1000 for such CRM and Project Management web based system made in PHP and MySQL. All notifications and account managements, as you briefly explained would be done. I would also encourage w More

$1000 USD in 21 days
(223 Reviews)
8.3
buraqtech

1. Invoicing App We already designed and developed a complete online invoicing application in which currently we are handling these modules 1. Place New Order (phone order page from sample) 2. Pending Orders 3. Shi More

$747 USD in 22 days
(75 Reviews)
7.8
rajeshsonisl

Hello, With 99% completion rate, 650+ successfully completed projects, and a 5.00 reputation (maximum possible, 5.0) (Yes, not even 4.99 !!)... you can never go wrong choosing me :) I look forward to your reply. More

$2061 USD in 15 days
(444 Reviews)
7.2
sritechnocrat

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

$789 USD in 30 days
(49 Reviews)
7.0
zeke

Dear Customer! I am an expert PHP developer with over 6 years of experience and very interested to work on this project. Available to start immediately and finish as soon as possible. My bid is for fast professional s More

$515 USD in 10 days
(155 Reviews)
6.9
sainathkohta

Hello Sir, I am from Confianza Technologies. I have gone through your requirements. We have developers who have vast experience in required technologies. We are interested in your project, but before finalizing budget More

$1000 USD in 15 days
(38 Reviews)
6.5
jaisnikhil

Hi There! We have a great team which have developed many ERP, CRM and other web portals and ready to develop this one for you. Please check some or our previous work below. ERP and CRM www.ptindia.org/pos More

$684 USD in 25 days
(49 Reviews)
5.2
mohanchauhan

Hi Sir, I am a lead programmer as i have 10 years of working experience in php,mysql,ajax, jquery, javascript, css, html, Graphics Design. I am a lead developer with a team of developers and designers. I have expe More

$927 USD in 30 days
(11 Reviews)
5.2
occsceo

15 yrs web exp, located in the US. I would like to chat more about your project when you have a free moment. Thanks, Matt

$2000 USD in 60 days
(5 Reviews)
4.6
fortranPRO

Hello Sir, The price and time duration stated here are negotiable and can also decide after discussing you. You can see the related work in below links. All the site are done by my team. Designing + Programming. More

$515 USD in 15 days
(3 Reviews)
4.5
fattahaabdul

Expert in CRM and project management software. Let us discuss and go ahead with your work. I am sure you will love to work with me

$1263 USD in 30 days
(3 Reviews)
4.1
codeindiadigital

A proposal has not yet been provided

$500 USD in 30 days
(6 Reviews)
2.9
doodlei

Assalamualaikum, I have just seen your Job posting and upon reading thoroughly, I felt strongly that I would be the most qualified contractor for your project. I'm much experience about enterprise solution. Please c More

$777 USD in 30 days
(2 Reviews)
2.4
blackstonejamal

Dear Kaushalsutaria, Greetings. ********** WE HAVE DONE SIMILAR PROJECT ENGAGEMENT TOOL , PLEASE CHECK OUR DEVELOPMENT SYSTEM ********** http://blackstonelive.com/wisetidecrm User name: admin Password: admin More

$1200 USD in 40 days
(1 Review)
2.0
webdesigners4you

Dear Sir, Aryvart is French international CRM and web development company We are Providing the CRM solutions World wide We are looking for partners for different nations Please get in touch with me to start thi More

$1666 USD in 3 days
(1 Review)
1.7
pointcode

Hello, Greetings from genius kline webtech solutions pvt ltd. Following are our past work, have a look. http://www.kasketkarl.dk/ http://www.cobone.com/ http://web.deltasd.bc.ca/ http://www.hlam.com.ua/expert More

$515 USD in 15 days
(6 Reviews)
0.0
rakeshyadav91

we will do your job at a time there are 20 member are working together. We work with small and large Fortune 500 companies that have an interest in getting their presence established online, follow professional busines More

$411 USD in 3 days
(0 Reviews)
0.0
WorkXpressPaaS

Hello! My name is Shawna and I represent WorkXpress. We are a custom software design firm located in the US. We design cloud based applications accessible from any web enabled device for a diverse client list. More

$1546 USD in 20 days
(0 Reviews)
0.0
bluepensoftware

Hello, I can offer you quick and 100% bug free solution for your CRM Web Database application using my PHP/mySQL. This will cover following features: - full InLine CRUD data entry, - suggest search, - advanc More

$888 USD in 10 days
(0 Reviews)
0.0
CloudApptha

We have launched a product called Automan. It is a ERP for any product based companies to manage it products, quotations, purchase orders, sales orders, invoices, stock, billing, manage products, cl More

$555 USD in 3 days
(0 Reviews)
0.0