Modifications and upgrades to current CRM system
$750-1500 USD
S-au achitat serviciile după ce au fost prestate
We currently use a custom CRM to manage all aspects of the business. From the minute a phone call comes in to assigning the lead to a sales rep to job completion. The CRM is written in ASP.net using Microsoft SQL server for the database engine.
We have a list of changes to the current system some examples are
• System does not post to the estimate commissions the strip amount if there is a 2nd layer. Please look at Tanner 13-296 as an example
• I have not way of delelting messages on the message board.
• When paying final commission there is no status on the customer
• There is no way to select a bunch of leads and move them from one salesmen to another
• Job assigned must be able to export to excel
• There is no way to check an installers inventory
• Change documents in the download documents section? No easy way to do that
• No way to add a user to google calendar
• When adding a new crew, I would like a check address but to make sure it works without whatever mapping system we use to check the distance between the customer house and installer house.
• Returned material how do we see it? Does it email anyone
• The google calendar is public so everyone can see it.
• Repeats everything 3 times
• The reports on sold/install uses a different date selector then other reports (sold date)
• Email Christine when a new TD job comes in
• No way to edit documents on CRM, under both customers and documents
• Reports for Ken
• Email monthly installer reports to Ken and Brad.
• If material is below trigger amount it should be read in the Sales to inventory report
We have also taken on a new product line, so the current CRM system must be taken a modified to the new product line.
We are looking for someone that is dedicated to us 8 hours a day
Must have strong knowledge of .net as previous coder did not comment his code.
ID Proiect: #5787406
Detalii despre proiect
11 freelanceri plasează o ofertă medie de 1281$ pentru proiect
have gone through with the requirement and we can start this project now. I want to introduce our self, we are a group of freelancers we have 11 year of experience in web application development and design, we w Mai multe
Hey, i am ready to this job for you i have already done work on CRM Application before, it will add value for your project regards Maria
Hello Sir, I have gone through the details. we can discuss this in details. We need to share the live examples for our current apps. Please ping me here. Thanks, Best Regards, Kailash Kurle
