Custom CRM

Closed

> We want to load the CRM via email. When the manager emails the form the agent, he will CC the CRM as well.

>

> The crm will take the lead information, enter it into the CRM and assign the lead to the agent who was the other recipient of the email.

>

> The CRM will have ADMIN, Manager, and Agent profiles.

>

> Agents can see their leads only, managers and admin, can see all the leads. Only manager and admins can add leads to the CRM via email or Manually.

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> The leads should have place for notes and status updates by the agents with time stamps for every entry.

>

> The CRM will need to be searchable and provide reports including the ability to export via excel for any given time period.

Needs custimizable despozitions.

Skills: PHP

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Project ID: #4206142

9 freelancers are bidding on average $372 for this job

wpdreamersl

Hello mate! please check PM!

$500 USD in 30 days
(192 Reviews)
7.1
hgtechsolutions

Hi glad to work

$500 USD in 20 days
(12 Reviews)
4.2
picotrain

Hi, have lots of CRM experience, would love to work with you.

$750 USD in 30 days
(2 Reviews)
3.8
opengeersindia

Hello We have read your requirements .We are much interested to start this project. We have completed more work successfully in freelancer. please check private message for details.

$400 USD in 20 days
(6 Reviews)
3.7
vanpham

Hello, check my PM.

$500 USD in 30 days
(3 Reviews)
1.7
gunjan86mathur

We understand you requirement and we have experience to do this type of work. We assure you that we complete your product on time with quality. Please check your Private Message Box for more details.

$250 USD in 25 days
(0 Reviews)
0.0
poojaup555

We have expereince team in your project andd we can complete your project as you describe. Please dont forget to check your private messages. Thanks

$200 USD in 5 days
(0 Reviews)
0.0
antefficient

I have a degree and needed experience to do this kind of work.

$100 USD in 10 days
(0 Reviews)
0.0
astinbenjer

Expert Solution here. Check PM

$150 USD in 10 days
(1 Review)
0.0