VTiger data import and CRM customization

Budget N/A
Bids 10
Average Bid €626

For a small publishing/print firm we need to setup, import customer data and modify/customize the layout and fields of the hosted VTIGER CRM.
The CRM is hosted online by Vtiger and must be customized by the coder there. Software addons or tweaks can be made in the online CRM itself but there is no system access to the machine itself because it is a SaaS solution. The login can be found here: [url removed, login to view]

Vtiger docs to read:
For instance on the data import: [url removed, login to view]
And how to customize fields: [url removed, login to view]

This project requires great expertise around the (Vtiger) CRM's and the fields that need to be added/removed will have a lot of interrelations with each-other and there will be a bunch of "if then else" conditions and requirements on some of the fields. Below is a list with fields that need to be added/customized but implementing them will require constructive collaboration with me and some expert input and patience of the coder. This is a new playing field for us so we might have formulated or oversimplified what it is we need the field to do. Please keep this in mind when accepting the bid, it might be more work than you expected.

We also need to translate the English fields to Dutch in a later stage but they should definitely show up in the Dutch language template of the site, we will provide translations for that.

Fields to be added or changed in the contact fields:

Customer name
Contact person for this customer
Street + house number
Address of Website of customer
We need features where we can add addional contacts in the row with their corresponding telephone, mobile, email and addresses. Something like adding a + sign would be nice.

Address Fields that need to change:

We need a button where we can link the address and contact persons to the billing module and select "Billing address not the same as contact address"

Extra:

We need to add a dropdown with three choices (possible more later) Culture, Health, Retail and Hotel/Restaurent/Bar
Then when selected based on the choice we will need subs that can be selected:

Culture: Dance, Film, Impresario, Art, Museum, Funpark, Theatre
Retail: Food, Fashion
Health: Gym, Fitness, Sauna, Yoga
Restaurent/Hotel/Bar: Bar, Hotel, Festival, Beachclub, Club, Restaurent

We also need an extra detail field there where we can add descriptions.

Prospects/Leads:

Contract History (Field where we can input the when the contract is signed and if they had contracts before "Yes/No" Field.
In contracting we need to be able to fill in the status of a contract whether is is won/lost or pending. This should be presentable in the funnel too.
We would like to add a field where we can enter a projected deal value when it is on pending and a realized deal value when it is won.

We need a + sign where we can keep adding the contracts every time we renew a contract with them, this should also be searchable.
There needs to be a call log function (When we last called Time/Date and a detail field where we can log the status).
There needs to be a field where we can input a data and time that we need to call back. This function is important and there should be a weekly overview of which customers we need to call back that week which should appear on the "TO DO'" list in the system and the frontpage.

We need to be able to do searches in the system based on queries like this (and this is to give you an idea about the relations):

"we need to find all customer that have been a customer with us before between Q1 2010 and Q2 2011 but where the last offers are now set to "lost"
"I would like to find all customers that are in the system that have all contracts set to "lost""
"I would like to find all customers that a total deal value of 5000 Euro"

We will provide you with more instructions later but this should give you a good idea! Example customer file attached! (For import)

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  • BvblogicLuba Profile Picture

    BvblogicLuba

    Ivano-Frankivsk,  Ukraine

    [bvblogic] company is one of the largest IT outsourcing provider of Western Ukraine. The main focus of the company is to bring value to its clients and to fulfill expectations. The company has been working on the international market since 2001. More than 700 projects have been successfully completed.

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    naveenvishnoi152

    Noida,  India

    We offer fully-customized business solutions in the field of Java Development, Asp.net Development, My Sql, SQL Server, Android,Magento E-commerce Development, Wordpress Development, Core PHP Development, SEO, ERP & CRM Development. We provide fast and reliable support at short notice as our team is able to respond to the client's requirements at short notice. Our staff has been with us for a long time and is in tune with current trends. Our team is available 24 X 7 virtually working in perfect sync with your timings. Further, by virtue of our large pool of resources, we are able to rapidly expand our team size and thus able to undertake and successfully complete projects of any size within given deadlines.

    PHP, ASP, Java, and JSP

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    PHPFreelancerSL

    Agalawatta,  Sri Lanka

    I'm a PREFERRED FREELANCER and also an expert in VTIGER, and I have more than 6 years experience in this field. I also have more than 5 years experience in vtiger development. I have completed more than 100 vtiger projects. My objective is to combine creativity and experience to develop and deliver quality information solutions. I also have some experience in the following areas: SQL, Ajax, OOP, and software design and testing.

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    getveltrod

    Chennai,  India

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    USAGraphicPR0

    Charlotte,  United States

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    Ajcm623

    Delhi,  India

    Web and Mobile Experts Specialize in Wordpress and Javascript.

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    pandey2008

    bharatpur,  India

    We have 6 years of experience in Data Entry and Data Processing like product adding (Opencart, Magento, Big Commerce, Oscommerce, Shopify and also video creation and submission) website searching, data mining and also SEO and Link Building and much more.

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    neoarty

    Dhaka,  Bangladesh

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    PHP, Javascript, XML, and Adobe Flash

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    vgsglobal

    Buenos Aires,  Argentina

    VGS Global help business grow their sales using vTiger CRM. For the last 2 years we have deployed, customized and support business around the world using vTiger CRM. Our Professional vtiger Services include: Customization : VGS Global has experts vTiger developers to customize your CRM to meet your Business Needs. Module development : VGS Global can develop specific modules for you business and extended vTiger core functionalities to meet your needs Website Integrations : Generate lead directly form your website. We can connect your existing website with a vTiger CRM application.

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    poginato

    Rawalpindi,  Pakistan

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