suite crm customisation

We require someone to create the below customisations on our SuiteCRM software. We already use the suitecrm software to manage all of our clients, but we need assistance creating some customisations:

- Creating a follow up email sequence which will be sent to new enquiries after we have spoken with them on the phone or emailed them about their enquiry.

- Syncing our invoicing software (quickbooks online) with our CRM software so we can send invoices automatically when converting a lead.

- creating a workflow, so when the lead is converted, the CRM automatically puts certain fields and information into a calendar event (that is linked to our google calendar). The workflow, should also send the converted lead off an invoice / booking Confirmation via email automatically and down the track, a text message (we can organise this later though). We would like the converted lead to receive a email a couple of days before their event, and one the night of their event.

We have done a lot of the work for these already (including email templates), we just need someone to put it all together and finish it up.

Skills: CRM, HTML, PHP, Software Architecture, SugarCRM

See more: suitecrm, suitecrm customization tutorial, suitecrm com store, suitecrm developer, suitecrm demo, how to download suite crm, crm suite, suitecrm login, We require a logo for a new company called Dean Thorpe Fitness, they\ re a personal training, fitness company. We would like to, Crm customisation for internet service provider, suite crm confirguration freelancer, sugar suite crm, finding a suite crm developer, espo crm customisation freelancer, suite crm, i require a website mock-up for a reporting portal that demonstrates the best ui and ux design that makes something traditionall, crm google quickbooks, vtiger crm customisation, psd html converting work, sugar crm customisation

About the Employer:
( 0 reviews ) Australia

Project ID: #16728920

6 freelancers are bidding on average $169 for this job


Hello, I am Debasish. I can make suite CRM customization. I have more than 5 years of experience in working on professional websites and blog designs as well as on developments which consist of relevant skills like More

$181 AUD in 3 days
(89 Reviews)

My Similar project + [login to view URL] (Client & Project management system) + [login to view URL] (Cleint & services Managment) I can start now to make required customizations and improvement into e More

$120 AUD in 2 days
(55 Reviews)
$200 AUD in 8 days
(83 Reviews)

Hello Thanks for your job post. I have read your job description with care. As web developer I have some deep experience in suite CRM. I can help you well. Please feel free contact me. Thanks Regards

$200 AUD in 3 days
(25 Reviews)
$155 AUD in 3 days
(10 Reviews)

Hi , It’s great to meet you. I’m Sumit Nautiyal, co-owner of Arkss Technologies Private Limited. We develop: kickass, cutting-edge software for web applications, mobile apps, Blockchain, Cryptocurrency, Tra More

$155 AUD in 3 days
(26 Reviews)