Cancelled

Sugar CRM custom build project for accommodation portal

An online accommodation portal requires the development of a CRM to manage its travel & accommodation booking business.

The purpose of the CRM will be to manage new & existing customers, and to automate processes which are currently being handled manually.

All leads should be stored in the CRM, with most activity happening with leads that have become “opportunities.”

The type of processes that we require include:

- Data entry into the CRM (replace excel / google docs)

- Ability to export data from CRM to excel / csv

- Confirmation documents to be sent to customer via CRM

- Invoices to be sent to client via XERO accounting, and marked in CRM

- Statements to be sent to client via XERO accounting, and marked in CRM

- CRM to remind sales agent and/or customer of upcoming payment date

- CRM to remind customer of their upcoming trip via HTML emailer with attachments within specified time (ie. 7 days prior to arrival)

- CRM to request review from client, 24 hours post departure (interface with our review system?)

- CRM to remind customer to submit review

- Customers details to be stored in database for future email marketing

The requirements of the CRM are currently in managing clients that have already been converted to opportunities.

Phase 2 of the project will involve management of leads, and assistance with workflow in order to convert leads to opportunities.

Phase 2 will include

- Quoting clients from CRM

- Follow up reminders from CRM (to guests who haven’t replied)

- Reporting on sales pipeline

- Ticketing system during negotiation process

- Parsing of email leads into CRM from various email formats.

*note, we want to minimize manual data capturing into the CRM.

We would also like to use a service like zappia to integrate with our wordpress based site to capture details of leads and send mails via sugar etc...

The CRM will sit on a sub domain, on a custom VPS server.

ONLY experienced Sugar CRM developers should bid.

The timeline is 4 weeks.

The budget is negotiable depending on skill level.

EDIT:
This project was started by another freelancer who stopped during the development process.
He achieved the following:

1. Email parsing from multiple sources (not complete)
2. Create leads from parsed emails (completed)
3. Link Sugar to XERO
4. Check XERO for payment, using lead name, invoice number and booking reference (done, excluding booking reference)
5. Create opportunity from lead (somewhat manual process which needs to be automated more)
6. Some reminders have apparently been done but we cannot locate them

- We also need to remove a lot of the standard modules and fields that come pre-built with sugar so that it's focused.
- Opportunities needs to be changed to "Guest"
- We need to refine the pipeline as well for conditional situations ie: if a guest has been converted from a lead already and books again, what happens? If a lead enquires on multiple sites what happens?

We need to discuss all this as it's extremely important.

Skills: MySQL, PHP, Software Architecture, SugarCRM

See more: wordpress opportunities, wordpress developers online, wordpress developers docs, wordpress custom developers, wordpress custom database service, type of accounting system, travel agent leads, system level architecture, sugar crm development, sugar crm developers, software for wordpress development, software development portal, software development opportunities, sales agent requirements, sales agent portal, reporting software review, purpose of accounting system, php developers portal, phase review process, online wordpress developers, online wordpress assistance, online marketing business opportunities, online marketing agent, online export business, online data entry business opportunities

About the Employer:
( 25 reviews ) Cape Town, South Africa

Project ID: #4682791

25 freelancers are bidding on average $486 for this job

buraqtech

Check your PMB for details!!!

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ValueCoders

Hi, Experts team of CMS/PHP/Wordpress/Joomla/Cakephp/Drupal/SEO/AJAX/Codeigniter developers and designers. Thanks Gaurav Valuecoders

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dinotech

Understood your requirement and ready to start...

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sukum

Please check PMB.

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auriclesoft09

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

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guruwebsolutions

*******Dear Sir, We are experts with similar expertise to your project requirement. We are very much interested & eager to provide professional and quality service for you. Please check private message to discuss furth More

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techwelfare

Hi we checked your requirement,We could develop as per your need. u could check that out. we would work till your satisfaction. Thanks & Regards Techwelfare Please check inbox for our previous work.

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bistanil98

Can we discuss this in detail before start this project,to know more about us please check in Private Message. We have a team of professionals,they have more than 11 year of experience,so we can manage this work and More

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5.5
miniric3

Kia ora! [The Administrator removed this message due to advertising of a third-party website which breaches our Terms and Conditions.] are a NZ based web and software design company who have seen you here on the freela More

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5.3
annaijobs

Hi, I take this opportunity to introduce myself. My name is Jeni and I am the BusinessDevelopment Executive of annaijobs. Understanding: 1. To work on sugar CRM project. The quote would be 412 USD and 15 busines More

$412 USD in 15 days
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fortranPRO

We are A Certified Company and We are Expert of PHP, ANDROID, .NET, SEO, IPHONE; SOCIAL NETWORKING...[url removed, login to view] name of my company is “Geniuskline webtech Solution”. It’s a registered company in Indore, India. I belie More

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aurinkoa

crm developer

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eCommercePr0

We are professional eCommerce website developers with 10+ years experience. kindly check your personal messages for more details and offers, and please feel free to contact us with any queries.

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krkcare

Hi, We have gone through your requirement and have sent you a private message. Kindly check that. Thanks

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sipvi

I have many similar projects experience. I hope I can work for you.

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raskinlove

ready to start project and complete

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fixfin

Hi We are ERP, CRM, POS, Custom Software solution providing company. So we are really interested to deliver this project. For more details please see your PM. Regards Business Development Manager. FixFin Te More

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bazzinfotech

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ominfowave

Our skillful team of web designers and intelligent web development programmers have more than 6 years of experience in this field. We deliver 110% satisfactory quality service.---- Lets discuss on this project. Ple More

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dkumarvermag

Hii I am ready for this project.. Thanks

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