Suljettu

ERP + CRM Business solutions for a Roofing & Exteriors company

**This is at first some questions that I have that may lead to a possible hirement.

I am currently building a private ERP - CRM web-based software and I'm unhappy with the IT / Programmer I've selected. He decided to start from scratch and I'm starting to realize that perhaps going with a Open Source might've been preferable. I'm owner of a roofing company and doesn't have any knowledge with coding business. Is it possible to take an Open Source CRM (e.i: SugarCRM) and fully customize to my needs?

I'm basically basing on other CRM (Salesforce, Acculyxn (Speciality trade CRM) SugarCRM, Zoho etc.) to build mine. The reasons why I don't chose an already builted CRM is that I want to avoid the highly monthly fees which would add up quite fast if I have many users but also to set the software based on my needs.

We are a Roofing & Exteriors company so we need to create & send/print many documents (such as Proposals, Contracts, Change of Orders Product Orders, Work Orders, Invoices, Sale Receipts etc.) based on the information & measurement entered the current systems I'm currently using is a spreadsheet with some fields for the customer’s information, a materials list along with their unit prices from the suppliers I’m using, a box to enter the roof, siding, gutters measurement. I then upload this spreadsheet to a small software created on WordPress which almost autogenerate all the information needed on the documents so I can choose to either print on my customize stationary paper or saved them in PDF ready for being send by email and currently using free Zoho for all my CRM needs.

Here's roughly what I need on the software I wish you have:

-Messaging / Chatter | On main board & per leads/contacts/clients

-Office 365/Outlook 2016 integrations.

-Google Maps

-Multiple automation such as (Task creations, updating workflow/milestone, sending emails etc)

-Elavon Merchants services integration | For online payable invoices

-Custom Maps of leads/contacts/clients | Being able to sort it by: Job Status, Services Selected, Color Selected etc.

• Dashboards

o Activities/Task

o Job Tracking

o Alerts

o Notifications

• System Users with security roles

• Material Administration/Database

• Suppliers/Vendors directory

• Sub-Contractors Directory

• Customer database

• Create task

• Scheduler/Calendar

o Scheduled Jobs or Services

• Job Management

• Convert Proposal to a Sale

o Contract

• Document Management

• Reporting

• PDF Generation

• Historical data migration

- possible iOS & Android App in the future.

Let me know what you guys think. I'm aware that this a big project and I've already invested money in this so I want to make sure I make the best decision.

Thanks,

Taidot: Asiakkuudenhallinta, ERP, tietojärjestelmäarkkitehtuuri, Ohjelmistokehitys, Käyttöliittymä/informaatioarkkitehtuuri

Näytä lisää: crm business administrator, change company logo vtiger crm, company looking solutions, emr solutions crm, company joom solutions, company ego solutions, yahoo store yahoo merchant solutions crm salesforce, company joom solutions vietnam, company introduction letter client business, free company logo design food business, avanza solutions crm unison feedback, company logo project background business, company introductory letter offering business

About the Employer:
( 5 reviews ) Airdrie, Canada

Projektin tunnus: #13121436

55 freelanceria on tarjonnut keskimäärin 34 $/tunti tähän työhön

meet2amitvw

Let's discuss more about project to finalize the proper scope with estimated cost and time so ping me over the freelancer chat.....I will share some demo as well for recent works if you want to check. You can also c Lisää

$25 CAD / tunti
(62 arvostelua)
8.2
leadconcept

Dear Sir, I have read your project description & analyzed attached documents. This is really big project and we have a team in house to handle such big projects. Please let me know, what time suits you for a quic Lisää

$33 CAD / tunti
(39 arvostelua)
8.2
devexpertsteam

Hello, We are IT-Engineers with higher educations, having more than 15 years of experience, developing sophisticated Web and Mobile solutions from scratch. Some of our past projects were in the field of workflow, Lisää

$70 CAD / tunti
(113 arvostelua)
8.4
technosystem

Project: ERP and CRM Development Skills: PHP, Wordpress, Ruby on Rails, Laravel Experience: 11 Years Expertise: Website Development Team Size: Dedicated Programmer

$41 CAD / tunti
(24 arvostelua)
8.0
Reflexlogic

Hello, I have reviewed the information you have provided about the situation as well as your requirement. I have around 12 years of industry experience & I'll try to give my view point as per my understanding that w Lisää

$25 CAD / tunti
(34 arvostelua)
6.9
otssols

[UPDATED] Hi, According to My Understanding, We need to design and develop a web platform as CRM application for Roof Right Solutions to allow company employees to manage their clients, contracts and activitie Lisää

$34 CAD / tunti
(12 arvostelua)
7.4
sukum

Hi, I am a certified SugarCRM developer and a PHP programmer. I can customize SugarCRM or SuiteCRM to meet most of your requirements. Office 365 /Outlook integration and the mobile apps are what would be not support Lisää

$36 CAD / tunti
(41 arvostelua)
6.6
webqueue

Hi, We have to check if the sugar or zoho crm can be modified as per your need. OUR DEVELOPED RECENT WORDPRSS SITE LINKS: ------------------------------------------------------------------ http://bimfamilyc Lisää

$27 CAD / tunti
(67 arvostelua)
6.8
digitalaptech

I have gone through the project description and understood it. Please let me know do you have any preferences of platform in which the system will be built? We will suggest you to use Custom PHP or Dotnet rather tha Lisää

$25 CAD / tunti
(6 arvostelua)
6.0
ktappteam

Dear Hiring Manager. Kindly check my portfolio, i have epertize in UI, UX design: [url removed, login to view] I have won many contests before: [url removed, login to view] I'm very interest Lisää

$25 CAD / tunti
(27 arvostelua)
6.0
$41 CAD / tunti
(31 arvostelua)
6.3
webbookstudio

Hello, my name is Victoria. I represent the Ukrainian IT-company "Webbook." We provide web design and web development for organizations, public and government institutions, companies and individuals. I got acquai Lisää

$25 CAD / tunti
(3 arvostelua)
5.7
auriclesoft09

Hi, As we read your requirement so, we are quite confident that we can accomplish the project as per your requirement. We read your requirement and you should go for any cloud based CRM software (Like SugarCRM, v Lisää

$26 CAD / tunti
(13 arvostelua)
5.8
Indexpage

Hi , Hi , We are an India based IT company engaged in developing out-of-box products that aim to bring smartness to the usual way of running business operations. We always strive to provide customer satisfact Lisää

$31 CAD / tunti
(5 arvostelua)
5.8
Shopify

Hello, We have developed different CRM, ERP, Dashboard and HRM for the various domains. I want to show you all relevant Demo and Designs which is similar to your project completed previously. Once you will prov Lisää

$25 CAD / tunti
(6 arvostelua)
5.7
mituld

Hi I work towards providing reliable, relevant and robust IT solutions at most competitive prices to my customers. I ensure 100% customer satisfaction so lets start Thanks

$25 CAD / tunti
(37 arvostelua)
6.2
webcraft1

Hello Don't Worry Dear We are aware of All with coding business So please allow us for it :) Yes it possible to take an Open Source CRM (e.i: SugarCRM) and fully customize to your needs. Yes you can create & Lisää

$27 CAD / tunti
(2 arvostelua)
5.1
Envire

Hi! If building complicated CRM, that can handle high loads and different levels of management is your goal, then, we are a perfect match. We have recently completed a few CRM systems, and this is the description of o Lisää

$30 CAD / tunti
(5 arvostelua)
5.0
mjoyner

Yes. you could start with SuiteCRM (SugarCRM) and build out the custom modules that you need. I haven't been on Freelancer for years, but I saw your post and thought I should try to connect with you. Here is my L Lisää

$72 CAD / tunti
(5 arvostelua)
4.5
londonlance

Hi, we are a London(Shoreditch) based design studio, Please get in touch to arrange a phone call to discuss further. Following are some of our recent design projects; UX / UI designing and branding for a Lisää

$38 CAD / tunti
(2 arvostelua)
4.6