Want to develop a small CRM software

Closed Posted 2 months ago Paid on delivery
Closed Paid on delivery

We are looking for development of small customised CRM software for our consulting service business. We are a small firm of professionals providing service in areas of ITR filing, Accounting, GST filing, Company incorporation, Funding etc.

Our specific requirements are as under:

a) Presently, software will be used by only one user. But it should be expandable so that we may give them to other guy in sales team.

b) We want to manage our client's contacts. We have more than 10,000 data's of potential clients who have approached us in the past for taking our consulting service. presently, we are maintaining the data on excel sheets. We want to move it to CRM.

c) We want to save data in CRM software category wise. Example if suppose 1000 potential clients approached us for our service and out of the same, 200 were looking for Accounting service, 200 were looking for ITR filing, 200 were looking for GST filing service, 200 were looking for Funding service and balance 200 for some other service, in such case, we should be able to save data in such a manner that we can export a list in excel sheet for 5 different types of clients who has approached us for 5 different services.

d) Also, the CRM data can be categorised as Cold leads, warm leads, status of leads, converted into customer etc. It may also have some sort of reminders to follow up with potential leads

e) There should be no duplication of data. It means that if we have added particular mobile number or email id of particular person in CRM, no duplicate data can be saved for same mobile number and email id

f) We should be able to import data from our laptop to CRM and similarly, CRM saved data can be exported in excel file ( mentioning name, mobile, email, type of service) to be able to save on laptop

f) There should be no limit to number of data which can be saved in CRM.

g) The CRM should be able to get integrated with outside email service provider like Mailchimp and Sendin blue for sending bulk emails from CRM itself

h) The CRM should be able to get integrated with outside sms and whatsapp providers for sending bulk whatsapp or sms messages from CRM itself

i) It should also have facility to attach JPG files for sending images as well as video/reels attachment so that we can do pitching by attaching images and videos via email and via whatsapp while sending to our clients.

j) The CRM should be able to be installed on our system or it may be cloud based.

k) Any other features as you may suggest

We have limited budget and accordingly, we will evaluate proposals of different freelancers.

PHP Software Architecture MySQL C# Programming Software Development

Project ID: #37516879

About the project

25 proposals Remote project Active 1 mo ago

25 freelancers are bidding on average ₹9240 for this job

carlosperezit

Hi there! I understand from your project description that you are looking for development of a small customised CRM software for your consulting business. You have specific requirements such as the software should be e More

₹7000 INR in 7 days
(52 Reviews)
5.6
FaizMgeek

We understand your need for a customised CRM software and we can help you fulfill all your requirements. We have extensive experience in developing functionalities for various business applications and have the necessa More

₹7000 INR in 2 days
(33 Reviews)
4.7
Dinfo12

Greetings! I'm Ashish, boasting over 5 years of expertise in website design and development. Whether you're aiming for a Cosmetic site, a unique website design, or a captivating blog, I'm here to craft it to perfection More

₹6000 INR in 5 days
(22 Reviews)
5.1
Briuture

I understand your consulting service business needs a tailored CRM solution to efficiently manage client data, streamline services, and enhance communication. I propose developing a scalable CRM system that categorizes More

₹1500 INR in 7 days
(2 Reviews)
2.4
amirkhan549181

Hey Anil A., We understand that you are looking for a small CRM software for your consulting service business. We have carefully reviewed your requirements and would like to propose a solution that meets your needs. More

₹7000 INR in 7 days
(4 Reviews)
1.5
saikishore962

I understand that you are looking for development of a small customised CRM software for your consulting service business. Specifically, we would like to develop the software so that it can be used by only one user but More

₹7000 INR in 7 days
(3 Reviews)
1.1
Wdesignguy

Hi there, thank you for considering me for the project. I understand that you are looking for development of a small customised CRM software for your consulting service business and require specific features such as be More

₹12000 INR in 7 days
(0 Reviews)
0.0
Gajendra1507

Greetings! I am Gajendra, a dedicated professional with 7+ years of experience in IT services. I have observed that you are looking for development of small customised CRM software for your consulting service business. More

₹11500 INR in 7 days
(0 Reviews)
0.0
aryanji200

I have developed a similar CRM as you need. I will be fully modified According to your requirements. It will take less time and cost would be less too. If you need that Online, hosting is free from my side.

₹1500 INR in 2 days
(0 Reviews)
0.0
manendrasingh342

We understand from your project description that you are looking for development of a small customised CRM software for your consulting service business. With our extensive experience in software architecture and devel More

₹1500 INR in 7 days
(0 Reviews)
0.0
SonarInfotech

Dear Sir / Madam, I am excited to apply for the Software Project . With 4 Year and 10 Months of experience in software development and a deep understanding of software development methodologies, I am confident in my ab More

₹5000 INR in 20 days
(0 Reviews)
0.0
vaishnavarjun

I read your requirement and I can easily do this project. I have 11 years experience in mobile app and website development I have already completed similar project recently My Technical skills PHP, Node js and rea More

₹15000 INR in 20 days
(0 Reviews)
0.0
b2bdevelopment

Dear Sir/Madam, My name is Garik Ovoyan, and I am the founder of the B2B Development Company in Armenia. We take pride in being a gold partner of the Bitrix24 system in both the ".ru" and ".com" zones. Our company con More

₹10000 INR in 7 days
(0 Reviews)
0.0
techindia999

Hi Greetings! We are a team of software developers. We have developers working on almost all the technologies. We will assign you a project manager who will assist you during the entire process of project completion. More

₹12500 INR in 5 days
(0 Reviews)
0.0
ms7620281

Hello, Greetings! I hope you are doing great. I am writing to express my enthusiasm for the opportunity to collaborate on this project. With over 12 years of dedicated experience in the field, I bring a wealth of exper More

₹7000 INR in 7 days
(0 Reviews)
0.0
badyal83

Hello There, I 've read your description and can build Your App Experience With sql server 2022 I can full Your Requirement I will Provide Facility form Multi Users and One Admin

₹7000.01 INR in 10 days
(0 Reviews)
0.0