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CRM for a middle level law firm

We need a Web based crm for a middle level law firm. We are expanding, so the crm must be multitenant.

We need attorneys gain a clear and complete picture of clients, contacts and matters so they can take full advantage of professional and personal relationships, and referrals.

-Appointments

* Drag and drop appointments

* Double booking capabilities

* Online hosting: view your schedule from anywhere, anytime

Maximize your client and customer relationships

* Capture and share client and contact information within the firm

* Get a complete view of all interaction with a client or contact

* Communicate with clients and contacts on an ongoing basis

* Gain complete client level security

Email / Calendar / Task Integration

* Automatically associate all email correspondence to Matters/Cases

* Associate meetings on your calendar with clients, contacts and matters

* Associate tasks on your calendar with clients, contacts and matters

* Information is automatically stored in both your email / calendar and the crm

* Works with both Microsoft Outlook and IBM Lotus Notes

Make all crm information available on your mobile device

* Access and update contacts, tasks, and status information available anytime, anywhere on your Blackberry smartphone, Windows Mobile and soon, iPhone.

* Works both in and out of cellular coverage

* Quickly resolve and document issues immediately from your mobile device

Effectively manage documents

* Generate MS Word documents and other materials using custom templates.

* Easily track and store electronic documents associated with specific clients and matters

* Easily see the history of all documents created for a client or matter

Highly configurable and easy to use

* Create custom fields anywhere VIA drag and drop

* Create custom business logic VIA the integrated automation engine

* User-friendly features and interface

* Minimal learning curve

Other Functions:

-Multitenant

-Customizable(new modules will be integrated in future)

-Multilevel login(eg. admin, support, sales...etc)

-Help Contents for the crm

-Data Back Up

-Networking

-Export Data

-Reports

Only experienced programmers need to apply. Will need sample works before [url removed, login to view] the project to be finished as quickly as possible..Also we need the crm to be very robust.

Just see the below urls to have a look at the functions we need

[url removed, login to view]

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[url removed, login to view]

[url removed, login to view]

Taidot: AJAX, PHP

Näytä lisää: available crm law firm, gta booking, user interface salesforce, to level, support lotus, security logic, schedule anywhere, salesforce status, salesforce security, salesforce programmers, salesforce professional, salesforce login user, project view ibm, programmers calendar, online legal support, online export business, need programmers business, modules anywhere, microsoft web templates, microsoft schedule templates, microsoft online business, microsoft need programmers, microsoft email business, microsoft access programmers, manage client information

About the Employer:
( 0 reviews ) fremont, United States

Projektin tunnus: #468943

12 freelanceria on tarjonnut keskimäärin 1604 $ tähän työhön

ZedPlan

Check PM for details.

1500 $ USD 21 päivässä
(3 arvostelua)
5.1
ekuar

We, Ekuar.com, are a very Professional Company with over 10 years of high tech software experience. We have developed from Enterprise Software such as Oracle BPM (formely AquaLogic BPM) to Portals like Exo and Polymita Lisää

1500 $ USD 30 päivässä
(0 arvostelua)
0.0
BSoftTech

Hi, We are CRM experts. Please see PMB for more details Regards, John

1500 $ USD 60 päivässä
(0 arvostelua)
0.0
Indiawisdom

IndiaWisdom is a web development company located in New Delhi,India. Our success is determined by how successfully we meet our client needs. Our goal is to serve our client and exceed their expectations, thereby stre Lisää

1400 $ USD 30 päivässä
(0 arvostelua)
0.0
LightIdeas

Hello dear project owner. My name is Paul - a representative of Lightideas company. We have html-coders, php, java programmers. What is the deadline for your project? Do you have a technical task? Thanks in adv Lisää

1000 $ USD 30 päivässä
(0 arvostelua)
0.0
lizamaz

MCT is a UK based Software Engineering Company. MCT have read the information you have provided and understand your requirements very well. we can do your job as per your requirements. Our team consists of highly skil Lisää

1250 $ USD 25 päivässä
(0 arvostelua)
0.0
kdivyesh

Please see PMB for details. Thanks and Regards Anupama CDN Solutions Pvt. Ltd.

3000 $ USD 60 päivässä
(0 arvostelua)
0.0
AtlantaWeb

Hi, We are Atlanta based Web Development Firm and interested in your project. we can offer a quality product with 100% satisfaction.Please check your PMB for more details.

2000 $ USD 30 päivässä
(0 arvostelua)
0.0
sm0701

Renu Tec, works towards achieving customer satisfaction. Our ability to deliver what we promise takes us closer to that milestone. Our project management experience helps us achieve a thorough understanding of the proj Lisää

1100 $ USD 40 päivässä
(0 arvostelua)
0.0
quick2soft

[REMOVED BY GAF ADMIN]

1000 $ USD 60 päivässä
(0 arvostelua)
0.0
cfdmo

Hi, you can find details in PM. Thanks.

2500 $ USD 40 päivässä
(0 arvostelua)
0.0
KENNOVATION

Before you decide please visit www.kennovation-services.com

1499 $ USD 30 päivässä
(0 arvostelua)
0.0