Suljettu

Alterations and Adding a CRM to an Exisiting Software package

1. Integration – Xero, CRM and Calendar

CRM expectations Track different metrics what will it look for.

2. Include Referral Source in CRM - (Create a dropdown box for different referral locations for example: Google, Website, Walkin etc.)

2. Accessibility - (Phone and other devices access) *

3. Calendar –

· Android Compatible Calender navigation not visible on Android

· Every Task created needs to create a calender event according to Due Date Entered

· Items that require Calendarisation are Install Date, Order Date, Consult Dates (Initial Consult, Colour Consult, Final Measure)

· CRM to Link to Calendar *

4. Dashboard –

· How many projects fit on dashboard screen. We will need to be able to fit at least 50.

· We would like an overview of projects/tasks *

5. Tasks –

· Rather than selecting dates we want to have preprogrammed timeframes (dates) set to a template. * What are the timeframes for each task, names of tasks

· Objective Templates inside Tasks*

· Option to show completion % of Tasks on the Project Page

· When in Task, Have Project Name Displayed so you know what project you are working on.

· Task Objectives – Completed doesn’t always show as completed! *

· Project to be in 1st Column in Task View

· “All Tasks” Tab – For each project it brings up all tasks

· Task Templates to auto add when setting up a project

· Task Due Dates to show in Calendar

6. Projects –

· Project No’s – Link to Xero

· Ability to change due dates in gantt chart

· Gantt Chart for all projects combined

· Auto Add Timer for Projects

· Ability to change Start/Due Dates in Gantt View for Project

Gantt charts need to be altered outside of scope at $

7. Leads –

· Social Media and Website Contact Form (Lead Link?)

8. Other –

· Simple Table showing – Quotes to Do, Orders to Do & Due Date. Each one to show Project Manager’s Name next to it. (See Picture attached to email.

Taidot: Android, Asiakkuudenhallinta, PHP, Salesforce.com, tietojärjestelmäarkkitehtuuri

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Tietoa työnantajasta:
( 0 arvostelua ) Burrum Heads, Australia

Projektin tunnus: #17968450

29 freelanceria on tarjonnut keskimäärin %project_bid_stats_avg_sub_26% %project_currencyDetails_sign_sub_27% tähän työhön

HugeWave

Hi ***Let's built the successful project together*** https://www.freelancer.com/u/HugeWave.html This is my freelancer.com profile and please check my profile .. As you see , I have good experience in this Lisää

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graphicaa

Hello To develop a CRM and integrate with xero and calendar. The main features of the CRM can be as follows: 1. Dashboard: a. To display the project list on the dashboard of about 50 2. Projects: a. Lisää

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kongxiangjia

Full Time Mobile / Web developer for 7 years. Hi. Alterations and Adding a CRM to an Exisiting Software package I gone through your description and understood what you want. Please feel free to send message if y Lisää

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wpoppo

Hello, Apropos your requirement, you need Alterations and Adding a CRM to an Exisiting Software package. we have shared our company portfolio please go through it: We have a team of professional PHP developer Lisää

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ominfowave

Dear Sir, Thank you for posting project. Our freelancer portfolio will speak all about our brand values of skills, experience, trust, quality, and reliability. Warm Regards, OM INFOWAVE

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amitorada

Hello sir, Greetings, I am very thankful for this opportunity. It’s really exciting that we have similar kind of expertise and work experience. [login to view URL] [login to view URL] http://t Lisää

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fullymagento

hi there, gone through your requirement and understand that you need a crm having number of features listed in your requirement. Due to character restriction i cannot describe every thing, Please open chatbox so Lisää

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Webicules

Hi, Surely, I'll do alterations and integrate Xero, CRM, and Calendar to an existing Software package as per the mentioned point. Please do share the software file or URL or files where I have to do the alteration Lisää

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AwaisChaudhry

Hi there, I have checked the details I have rich experienced with Android, CRM, PHP, [login to view URL], Software Architecture. Please initiate chat so we can discuss this job.

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