In Progress

CRM System integration

We are currently looking for a developer that can help us setup a CRM system on our server. We want to use an OSS but we are unaware of what best fits our needs – we have heard that there is a system called SugerCRM, but as mentioned, we don’t know what system that is suitable for our needs.

Our business is connecting companies, so on the one side we have our customers and on the other we have business partners. Therefore, we need a system that allow us to differentiate between them, allocate them to an industry, identify their problem (for the customers) and their business offer/solutions(for the business partners), and we should be able to make a rating of each customer and business partner on several criteria. We don’t know what 'best practice' is but maybe a 0-5 rating system.

Some of the rating criteria are:

- Pricing (high or low)

- Years of business (how old)

- Numbers of employees

- Revenue

The CRM system should be designed for a 'networking company' that matches companies together. Therefore, it would be nice if you have experience in setting up CRM systems for similar type of company as our, so that you better understand our challenges and needs.

Besides setting up the CRM system for us, we would like to have some kind of crash course in using the system. The best thing would be to have some tutorial videos of how to use the system. these videos should be available for us on the system as well (if possible)

Since we have no experience in using CRM systems, please do not hesitate to ask questions if you have any regarding our project. We have already bought a domain and we wish to use the CRM system on the same domain but it should only accessible for us – so as a kind of backend on a subdomain ( e.g. [url removed, login to view]

Is there a system that works with Google Apps – business system as well? If you know other smart integrations that might benefit us then please let us know. And please let me know your experience in setting up CRM systems.

All the best,

Jacoba10

Skills: CRM, HTML, PHP, SugarCRM, Website Design

See more: tutorial numbers, system challenges, smart practice, questions ask companies, nice systems, identify design company, identify business, works design, google partners, developer crm, challenges matches, best website design tutorial, best tutorial website design, best tutorial website, apps tutorial, all challenges, know customer, system integration, make integration, looking developer partner, integrations, integration server, crm design, crash course, pricing setting

About the Employer:
( 8 reviews ) Copenhagen, Denmark

Project ID: #1709434

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auriclesoft09

Hi We are CRM/ERP/POS/Custom Software solution providing company. As your requirement fits to our profile, we are really interested to deliver this project. For more details please see your Personal Message. Re More

$600 USD in 30 days
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15 freelancers are bidding on average $700 for this job

WebBizSolution

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humashahid80

Hi, Immediately ready for your work, please check PM for details.

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influxive

Hello Sir/Mam We can do this project for you. Our bid is tentative right now, we will finalize bid amount once specifications are discussed and finalized.

$999 USD in 25 days
(27 Reviews)
6.5
khanhhuyna

I can do this. Looking forward to discussing more. Thanks.

$1000 USD in 15 days
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indivar

Dear Employer, Thank you providing us with an opportunity to bid for your project. We have studied the requirements provided by you and are very confident of being able to provide you with exactly what you are looki More

$720 USD in 6 days
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6.1
desigmbooms

HI Jacob, Finding your work familiar and interesting to us. Please initiate us to start the work. We are a company based in India with 4+ years of experience. Please find PM to know more about us. Thank you in advance

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jamesmart

Hi, expert here in saas solutions.. plz see pm.. james

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sebaiglesias

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pawanyadav777

hi sir Dolphinesoft is a professional Software Development Company providing complete IT solutions. website designing, software development and internet marketing and full featured web services including B2B and B2C e More

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sipvi

I'm an expert at sugarcrm.

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seotinky

Respected Sir, Please check PMB

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1.4
manish3548

Hi Jacob, SugarCRM would be great for your requirements. I have good experience in SugarCRM and vTiger. I have implemented and customized various modules in both. I am also providing support to companies. According More

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KbAy15NJ2

Custom software development - <b><i>Removed by Admin</i></b>

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ursrintu

I have integrated vTiger as CRm in my company which included - 1. Set it up on a CentOS linux system 2. Creating users 3. Automated lead capturing from web site 4. Customer portal 5. Workflow to automate first ma More

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CorelynxInc

Hello, We are a Silicon Valley (California) based Enterprise Software Development Company (www.corelynx.com) with extensive experience in developing complex business applications, online commerce solutions and CRM More

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