Sage ACT CRM development

We would like to develop a web based CRM for our business. The CRM should perform the following tasks.

1. Be attached to our website, with all new leads coming into the CRM where we can assign them to sales advisers.

2. Show each advisor their daily tasks, leads and opportunities clearly upon their home page.

3. Allow sales advisers to send emails to leads and opportunities, from within the system. Maybe this will need for outlook to be connected to the CRM.

4. Template emails to be sent from the CRM, with attachments. The attachments being word documents, should contain data from various fields of the lead.

5. General work flow, Once the lead is qualified as a potential client it can be escalated to an opportunity, Once an opportunity becomes a client a new case for the client can be created for a qualified immigration advisor to advise the client and log all forms of contact and advice given to the client.

6. The ability to preform general reports showing from a sales and operational perspective.

I have attached screen shots of a CRM which would fit the requirements we are looking for.

Please only bid if you have taken a look at the attachment and are confident you can achieve this.

Skills: CMS, CRM

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About the Employer:
( 5 reviews ) Coventry, Morocco

Project ID: #1240214

10 freelancers are bidding on average £1365 for this job


Hello ,we have gone through your project named Sage ACT CRM development and we like to convey that we have already done similar kind of projects before also. We can address any concerns that you might have in regards More

£1000 GBP in 35 days
(3 Reviews)

Hi We are CRM/ERP/POS solution provider. So we are really interested to deliver this project. For more details please see your PM. Regards AuricleSoft

£800 GBP in 45 days
(6 Reviews)

Hi, I´m a [login to view URL] certified consultant and administrator. I have over two years of expertise with similar implementations and Im confident that salesforce is the best system you can count with. Within salesfo More

£750 GBP in 7 days
(4 Reviews)

Consider it Done. Have previous experience in developing the solution like this.

£1350 GBP in 40 days
(2 Reviews)

Hi, We are have good experience in CRM Application. We can provide you a best enterprise level CRM application. Regards, nKAPs Team

£1500 GBP in 22 days
(0 Reviews)

*** please check PMB. Thanks ***

£1498 GBP in 20 days
(0 Reviews)

We hereby submit our bid to dcevelop and supply the CRM Software described in your bid document. We have strong experience building web based and windows based enterprise solutions of all sizes including ERP and CR More

£1100 GBP in 60 days
(0 Reviews)

Expert in web and windows application. Expert in CMS and CRM projects. Expert in reporting also. we provide best product to our client. Thanks.

£750 GBP in 3 days
(0 Reviews)

Hi, I have more than 6 years of experience in CRM/ERP Development/Implementation. I have done many implementations in Saudi Arabia & Africa. I also have experience working closely with US teams/consultants. My ex More

£2500 GBP in 30 days
(0 Reviews)

Hello! We reviewed a brief description and file CRM + Screen + Shots + and crm+new. We ready to execute this project. Details in private message

£2400 GBP in 35 days
(0 Reviews)