EspoCRM Integration for Customer

€750-1500 EUR

Chiuso

Pubblicato

circa un mese fa

€750-1500 EUR

Pagato al completamento

I have a server with EspoCRM and I found the system to be quite flexible and adaptable. I intend for this CRM to manage clients (various types, such as individuals and companies) and properties, with customized fields whose conditions will be discussed later. The system should allow for the creation of clients, including a field to upload a copy of the identification document or other proof of information. When uploading this file, the PDF must be protected with a password, which can be based on one of the client's fields or, in its absence, use a general password. 1. I intend to create a Mediation process that contains the information of clients and properties. This process can include multiple clients and multiple properties. The process should be accessible by the user who created it and by the administrator. Once all necessary data has been filled in, a mediation contract should be automatically generated for printing and signing by the parties involved. 2. After the Mediation process is completed, it can be converted into a Sale process, using the data from the previous process. This Sale process will have additional fields and should include conditions that generate alerts if documents are missing. If a document is not uploaded by a stipulated date, an alert email should be sent to the user who created the process and to other defined emails. Once all fields are filled in, it should be possible to generate a sale contract that includes all the saved information. The system should support various types of contracts and allow for the selection of specific clauses, which will only be included if selected. It should also be possible to add generic clauses, with each clause having a sequential number. I would like to know if it is possible to implement this solution with EspoCRM or if there is another more suitable option that we should consider. This is the summarized explanation of what I intend.

PHP

Software Architecture

MySQL

HTML

CRM

Rif. progetto: 38861804

Info sul progetto

107 proposte

Progetto a distanza

Attivo 29 giorni fa

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107 freelance hanno fatto un'offerta media di €1.221 EUR

@tojisb059

Hello, I am interested in your project. Look at my profile. I am expert in these tasks that mention in your project description. I have more than10 years of work experience. Time and budget will be decided after detailed discussion on chat or call. I am hoping for your positive response. Regards

€1.000 EUR in 7 giorni

4,9

(750 valutazioni)

9,4

@leadconcept

Hi, Can you clarify the specific custom fields you want for client and property management in EspoCRM? It sounds like a comprehensive system you’re looking to build! I have extensive experience with EspoCRM and can implement client and property management solutions tailored to your needs. I can create the mediation process, ensuring clients can upload identification documents with secure password protection linked to client fields. After mediation, I’ll set up the sale process, complete with alerts for missing documents and customizable contracts. Please ignore the bid amount, as our estimate is high & I would like to discuss it thru' chat. Look forward to hearing from you. Thank you Yasir LEADconcept

€1.225 EUR in 20 giorni

5,0

(144 valutazioni)

9,4

@AwaisChaudhry

Hello Yarnworld, I understand that you have a server running EspoCRM and seek to customize it for managing clients and properties effectively. You want to integrate features for Mediation and Sales processes, including secure document uploads and automatic contract generation. It sounds like an exciting project! To approach this, I will assess EspoCRM's capabilities to accommodate your requirements, ensuring that clients can upload identification documents securely and that the mediation contracts can be generated smoothly. I will also incorporate alert systems for document uploads during the Sales process, making sure everything is user-friendly for both clients and administrators. I believe we can implement this solution using EspoCRM, although I will confirm its suitability and explore alternatives that may serve your needs better. Can you provide more details on how you envision the alert system for missing documents should work? Thanks, Muhammad Awais

€1.500 EUR in 14 giorni

4,9

(146 valutazioni)

8,9

@softsolution2000

Hi there I have experience working with EspoCRM and I am confident that I can customize the system to meet your requirements. I specialize in developing custom fields and processes within CRM systems to streamline client and property management. I can create a robust Mediation process with secure file uploads and automatic contract generation. Additionally, I will ensure that the Sale process is seamless, with alerts for missing documents and customizable contract templates. I am committed to delivering a tailored solution that aligns with your business needs and enhances your workflow efficiency. Let's discuss further details to determine the best approach for implementing this solution. Please go through my profile its 15 years old see the work I did over the years. ---> No Win No Fee means that your satisfaction is my utmost priority. <---- Lets discuss the job details. Moreover, I am willing to start the job and perform tasks without even being hired; it is just to show my commitment to this project. Looking forward to hear from you. Regards Shah

€975 EUR in 7 giorni

4,9

(465 valutazioni)

8,7

@einnovention

As an experienced software development team, we're confident in our ability to integrate your EspoCRM in a way that meets your unique needs. Our expansive skill set in CMS, ERP, PHP, and MySQL perfectly aligns with the project requirements you've outlined. We're also adept at generating automatic documents like contracts which would be important in your Mediation and Sale processes. Not only have we addressed similar challenges in previous projects, but we've also leveraged individual and company fields for data customization. This ensures that you'll have complete control over how client and property information is managed within the CRM system. Our proficiency isn't just limited to EspoCRM either – if there's a different solution that may serve you better, we'll offer valuable insights into that too. Finally, our process-oriented mindset ensures that every minor detail of projects like yours is taken care of. We know how important it is to send timely alerts or generate accurate contracts as per specific clauses – all tasks your project demands. And above all, we offer free consultation before hiring, unlimited revisions even after project-abduction for two weeks along with excellent post-sales support. Let's get on a call and discuss your requirements further; I assure you won't be disappointed!

€12.525 EUR in 7 giorni

4,9

(228 valutazioni)

7,9

@WebTechDesignBG

Hey Mate Yarnworld L., I am an expert wordpress expert with more than 6+ years of experience. I have carefully checked your project - EspoCRM Integration for Customer and I can do this task now. I'm confident that I can deliver an exceptional site that meets your needs. I can start work on this project ! Please contact me to discuss more about this project. Thank you for your attention

€1.250 EUR in 1 giorno

4,9

(452 valutazioni)

7,4

@vashishtrupinder

As someone with over 8 years of experience in professional website design and development, I believe I can offer you the expertise you're looking for in implementing your EspoCRM solution. Not only am I adept at PHP, which is crucial for your CRM integration, but also offer valuable security skills that are vital for your document uploads. Additionally, throughout my career, I have specialized in designing and building customized processes and forms that match the unique needs of businesses and organizations. This will greatly come in handy when creating the mediation and sale processes you require. From generating contracts to email alerts, I am more than equipped to build a tailored CRM system that automates every step of your customer management process. Lastly, my commitment to punctuality and 100% client satisfaction aligned perfectly with your tight deadlines and high expectations. With my well-rounded skillset, deep understanding of CRM systems like EspoCRM, and unwavering dedication to delivering exceptional results, I am confident that I can not just meet but exceed your project requirements.

€1.125 EUR in 7 giorni

4,9

(205 valutazioni)

7,5

@kamran2012

Hello, I have experience with CRM integrations and can seamlessly integrate EspoCRM to enhance your customer management processes. I will ensure smooth data flow, customization to suit your business needs, and user-friendly functionality. Questions: What specific features or modules do you want integrated with EspoCRM? Are there any third-party tools or APIs that need to be connected? Do you require any data migration or customization of existing workflows? I’m confident I can bring your vision to life. Let’s discuss the specific details in private to ensure everything meets your expectations. I am a TOP Rated Freelancer, and you can check my reviews here as well: https://www.freelancer.com/u/kamran2012. Looking forward to potentially working together on this project. Thanks and Best regards, Kamran.

€750 EUR in 3 giorni

4,7

(73 valutazioni)

7,6

@AITSoft

As a Software Developer with an extensive background in Web, Mobile, Desktop & Games development, and a deep understanding of CRM systems specifically, I believe I am perfectly positioned for this project. My team and I possess the diverse skill set to bring your vision for EspoCRM to life, employing our expertise in PHP, HTML, CSS, MySQL, and Software Architecture. We have even worked with this particular CRM system before and have seen firsthand its flexibility and adaptability. I completely comprehend what you want to achieve with the system - managing client data(including document uploads) and mediating/sale processes seamlessly all within EspoCRM. With our cutting-edge web development prowess including proficiency in Angular, React.js among others we will ensure not only that all functionalities required are met but that the system is optimized for smooth performance. Lastly, our dedication to client satisfaction sets us apart. We will go the extra mile to ensure that every aspect of the project aligns with your vision. With me at the helm of your EspoCRM integration project, you can rest easy knowing that your system will be not just functional but tailored perfectly to handle any complexity thrown its way-pitching

€1.125 EUR in 7 giorni

4,9

(51 valutazioni)

7,3

@phpdeveloper100

With over a decade of hands-on experience breathing life into complex web applications, I can confidently say I am the best-placed professional to translate your ambitious project into reality. Having honed my skills in HTML, MySQL, PHP, and Software Architecture on multiple CRM projects, including Mediation and Sales, I understand both the intricacies that come with customization and how to ensure smooth interactivity between different modules. I have worked on projects that span across a wide array of sectors, including real estate, which is highly relevant to the construction of your Mediation and Sales process. In fact, I have even implemented my own document-management system in cases like yours, involving secure uploading and password generation. Kindly note I am full feldged developers and work for 17 hours in a day.I am ready to start the project kindly open the private message box so that we start the communication in details. Please open Message box so that we discuss it in detail Expertise ================== - PHP - Code Ignator - Wordpress - Zen-cart - X-Cart - Website Design - Ajax - Html + Bootstrap - Javascript - Mysql Reporting - Crm Development - CDR - Asterisk - Api's

€1.125 EUR in 25 giorni

4,9

(86 valutazioni)

7,5

@developersshop

Hello Yarnworld, I have carefully reviewed your project description regarding the integration of EspoCRM for managing clients and properties with customized fields and specific functionalities. Your detailed requirements for creating Mediation and Sale processes with automated contract generation are clear and well-defined. I am confident in my ability to deliver a solution that meets your needs and exceeds your expectations. I have significant experience in HTML, PHP, MySQL, CRM, and Software Architecture, which are essential skills for this project. I am keen to discuss further details with you and explore the best approach to implement your desired solution using EspoCRM or considering alternative options if needed. Please let me know your thoughts and any additional details you may have. Looking forward to the opportunity to work on this project with you. Regards, Muhammad Farhan

€1.000 EUR in 14 giorni

4,9

(162 valutazioni)

6,8

@gauravmittal1989

Hello Yarnworld L., I carefully reviewed your project description, and it seems like a perfect match for my skills and experience. I am an experienced developer with a strong background in PHP, Software Architecture, CRM, MySQL, HTML which gives me the confidence to successfully deliver your project with precision and quality. I’d love to discuss your project further in chat and explore how I can help bring your vision to life. Best regards, Gaurav Mittal

€1.100 EUR in 7 giorni

4,8

(144 valutazioni)

7,0

@GhafarTanveer15

Hi, Have you explored the customization capabilities of EspoCRM for your mediation and sale processes? I have extensive experience with CRM platforms, including customized field management and process automation. My approach ensures that you’ll have a seamless transition from mediation to sales, complete with configurable clauses for contracts. I believe we can achieve your goals efficiently, ensuring that the system meets all your requirements. If you’d like, we can discuss this further to explore the best way to implement your vision. Please let me know if you would like to arrange a call or need any additional information Best regards, Ghafar Tanveer

€1.125 EUR in 7 giorni

5,0

(19 valutazioni)

6,5

@stelianrosca618

With over a decade of proven experience in web development and technical problem-solving, I am confident that I can successfully implement amazing solutions for your complex CRM needs with EspoCRM. My extensive expertise in HTML, MySQL, and PHP – the intersection of skills tailored for your project requirements – combined with my knowledge in Javascript, jQuery, Python/Django makes me the ideal candidate to tackle the various tasks you need. To assure you of my capability, let me note that one of the projects I have executed entailed building an intricate LIMS (Laboratory Information Management System) which required integrating multiple systems and managing huge amounts of data – skills that would immensely assist your project. Simultaneously adept at front-end and back-end development, I know how to not only make interfaces genuinely user-friendly but also infuse robust functionality and data security. Working on your project would give me an opportunity to further improve my understanding of powerful and flexible systems like EspoCRM and diversify it into healthcare realms – this learning attitude has always been esteemed by my clients. For optimal results, I guarantee that we will maintain clear communication throughout and ensure continued support even after project completion. Opting for me means choosing quality work backed by passion from a seasoned freelancer who has continuously satisfied clients through an unwavering commitment to delivering exceptional output.

€1.500 EUR in 7 giorni

5,0

(27 valutazioni)

6,6

@ankasky

Hello, With over 7 years of expertise in PHP, Software Architecture, CRM, MySQL, and HTML, I’m ready to tailor EspoCRM to meet your specific needs. EspoCRM’s adaptability makes it an excellent choice for managing clients and properties, and I will work closely with you to ensure all features are implemented precisely as envisioned. Key Deliverables Mediation and Sale Processes: Develop workflows for creating mediation and sale contracts, including multi-client and multi-property support, automated contract generation, and the ability to select and customize clauses. Secure Document Management: Implement password-protected PDF uploads tied to client data for enhanced security and compliance. This setup will also include automated alerts for missing documents and deadlines, ensuring smooth and efficient operations. You can view my portfolio here: https://www.freelancer.com/u/ankasky. Let’s discuss your detailed requirements to deliver a robust solution.

€1.500 EUR in 22 giorni

4,9

(103 valutazioni)

6,4

@Nehag510

Hello I have thoroughly reviewed your project description and am confident in my ability to assist you in completing it successfully. I believe it would be highly beneficial to delve deeper into the specifics of the job to determine the most effective way forward. I am open to scheduling an interview at your convenience, and I genuinely appreciate the chance to collaborate with you on this project. Your response is eagerly anticipated, and I'm excited about the prospect of working together. Thank you for considering my proposal. Looking forward to your prompt reply! Best regards Neha!!!

€1.000 EUR in 7 giorni

4,9

(25 valutazioni)

5,9

@laraibfatima399

As an experienced, certified PHP developer, my team and I can absolutely build the desired CRM integration you need for your business. Not only are we proficient in EspoCRM but have successfully accomplished similar tasks many times over the years. This includes complex management systems with customized fields, generation of contracts from processed information, file encryption, deadline automation and email alerts. I'm confident in our ability to develop a comprehensive solution tailored specifically for your business needs. Our extensive programming capabilities stretch beyond ESPoCRM programming skillset and we can evaluate other CRM options if require. We can delve into the system, understand its capabilities, limitations and make it align closely with your vision or suggest apt alternatives if necessary. In addition to expertise in PHP and Software Architecture, our wide array of skills including database management, web development (which are also imperative for a CRM system) will significantly contribute to the seamless integration you desire. You bet we're experts at creating interconnectivity between various modules not only to generate secure documents and reports but also to establish smooth collaboration amongst different stakeholders throughout a mediation/sales process.

€750 EUR in 7 giorni

5,0

(22 valutazioni)

5,6

@temoberishvili

Hello, Hope you are doing well. After carefully reviewing the requirements of the job description for EspoCRM integrate, I feel that we are very much suitable for the job .I have a 9 +years of experience in web design & development I request you to share details about the website . I have seasoned web application developer who has 9+ work experience in web development industry. The programming languages that I am proficient and good at are PHP,React, Vue.js ,NodeJS MySQL, wordpress, Ajax, JavaScript, CSS3, and HTML5. I ensure that the website will be well under your budget. All you need is to discuss the thing once with us, no matter what you reward this project to us or not. I have read all the requirement that mention but we have some queries related to this project which we need to discuss for which we will glad to hear from you. Thank you again for your time and consideration. I'll now look forward to speaking with you in details about this opportunity. Regards

€1.125 EUR in 7 giorni

5,0

(3 valutazioni)

5,6

@yieoyo

Hello, I'm Mehrab, a Google-certified UX Specialist and IT Specialist, Meta certified Frontend Designer and Developer and currently working Senior Web Designer and Developer at SW HR Consulting LLC, with extensive experience in web, software, mobile application design and development and digital marketing. I am committed to crafting your digital success and ensuring you are 100% satisfied with the results. Pay only when you are 100% satisfied. I STRICTLY BITE ONLY WHICH I CAN CHEW!

€1.125 EUR in 10 giorni

5,0

(28 valutazioni)

5,4

@efanntyo

Hello This is Efan, a professional software engineer with 8 years of experience. I think my experitise match the best because I have done similar works 6 monghs ago. Looking forward to your message. Thanks Efan

€1.500 EUR in 7 giorni