CRM system to manage & track leads, appointments, staff leaves.
1. Role based access control.
- Management to track all sales leads from subordinates.
- New or existing leads. Different categories for sales leads.
- User to update status of leads. Met, Closed, Unmet, Pending..etc.
- Each role should have a different set of permission settings.
2. Data analytics
- Reports of sales leads, conversion rates from lead to actual sales.
- More to be confirmed
3. Notification
- Pop-up notification of incoming appointments, birthdays..etc.
4. Role permission settings
- Ability to add new roles
- Admin panel to manage permission settings
5. Administrative tasks
- Manage staff leaves
- Keep track of all client records.
- User to get an overview data of their own client's records.
Preferably open-source CRM. Open for suggestions.
Hosting and domain will be provided.
We already have built large scale applications, CRMs, ERPs and huge systems which can be found in our freelancer portfolio and our company website IT VISION.
Please share me more detail of requirements for your system.
I need this job. please give me a change and contact with me. You will pay end of the job
NO LIKE NO PAY | 100% SATISFACTION GUARANTEE
We want to have long term relations with our clients that's why working at very good prices. Hope you will give us a chance to prove ourselves. Money is also not an issue we can talk about it.
Please give me a change and contact with me or leave me you skype for share screen over skype and put your project on for make every think better clear
Regards
Websas
https://www.freelancer.com/u/websas.html
Hi
You have presented challenging task. It requires high accuracy and attention to details.
I have 4 ears of experience working with ERP and CRM.
I will my best to deliver it in two weeks time. if you have any additional requirements we can discuss.
Please feel free to contact me.
Best of luck
Mikheil
Business Report Services