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,, 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


Hi ***Let's built the successful project together*** This is my profile and please check my profile .. As you see , I have good experience in this Lisää

$588 USD 10 päivässä
(86 arvostelua)

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

$3294 USD 50 päivässä
(552 arvostelua)

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

$588 USD 10 päivässä
(132 arvostelua)

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

$1500 USD 15 päivässä
(176 arvostelua)

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

$790 USD 22 päivässä
(228 arvostelua)

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

$4117 USD 25 päivässä
(158 arvostelua)

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

$1222 USD 30 päivässä
(77 arvostelua)

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

$510 USD 10 päivässä
(227 arvostelua)
$1000 USD 10 päivässä
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$526 USD 10 päivässä
(49 arvostelua)

Hello there, Hope you are doing great! I have extensive expertise with required skill and we are agency here with 24+ members and we can surely provide perfect solution for the same. I am not sharing complete Lisää

$555 USD 10 päivässä
(27 arvostelua)
$555 USD 10 päivässä
(32 arvostelua)

Your project's posting has caught my attention as this lies exactly in my domain of expertise. To ask a few questions & to gather all the requirements for this project, I request you to message me. Expertise and skil Lisää

$555 USD 10 päivässä
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$526 USD 10 päivässä
(31 arvostelua)

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.

$555 USD 10 päivässä
(51 arvostelua)

Hello, You landed on a perfect profile..! I have gone through the job post. Coming to our skills, I would like to mention that we have worked over the Java, Angular.js, Bootstrap, Python, WordPress, PHP and its Lisää

$2777 USD 10 päivässä
(18 arvostelua)
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$250 USD 7 päivässä
(98 arvostelua)

Hi, Greetings! ~ To quickly apprise you about our model, our engineers would be working full time on your project only and would be completely integrated into your team. By complete integration, I mean, th Lisää

$2000 USD 25 päivässä
(18 arvostelua)

Hello, We are a Team of 6+ years experience 25 Dedicated Professional developers who are very good at designing and Building websites. We have worked on similar Projects to What You are Looking for. Our Skills Lisää

$250 USD 10 päivässä
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