CRM System for Small Business Scalability
$250-750 USD
Pagato alla consegna
I need a simple CRM system for a small business, with the option to later expand it into a product for resale.
Features my company currently requires:
Customer Database
A manually entered customer database with the ability to detect if a customer already exists based on the entered data.
Customer Details
Fields to be completed:
Company name and address
Area of operation (16 fixed regions or the entire country - selectable)
Name and surname of the contact person
Phone number
Email address
Notes from the conversation
An option to specify whether the customer is a company or an individual
Type of work performed for the customer: electrical inspection or gas inspection
Customer List View and Sorting
Ability to display a customer list and sort it by:
Area of operation
Names
Whether the customer is acquired or potential
Type: company or individual
Time for the next phone contact
Fields to Define Future Actions for Each Customer:
Customer Status
A field to indicate whether the customer is acquired or potential.
Scheduling Follow-Ups
Define the time for the next phone contact with the customer (a separate tab to view daily, where employees would see a list of customers to follow up with).
For acquired customers, define the time for the next periodic service and the lead time for contacting the customer in advance.
Automated PDF Offer Sending
An option to enable automatic sending of a PDF offer at specified intervals (a pre-filled template with data from the "company name" field).
Additional Requirements:
User Authentication:
The application should require login access and allow multiple users to work on the database simultaneously.
Scalability for Resale:
The system should be designed so that new databases can be easily created, allowing the system to be resold to other users in the future. For now, I want this system solely for my own testing and work purposes.
The CRM system should be a web-based application accessible via browsers. Integrate with calendar applications for seamless scheduling and follow-ups. I am open to suggestions regarding the technology stack for building the CRM system. Include options for basic customization of PDF offer templates, such as logo and company colors. Include options for simple interface adjustments like color changes and basic branding. Include options for basic customization of PDF offer templates such as adding a logo and company colors. Minimal integration with existing systems is required.
Rif. progetto: #38878375
Info sul progetto
109 freelance hanno fatto un'offerta media di $586 per questo lavoro
Hello BarMikol, I understand that you are looking for a straightforward CRM system tailored for your small business, which can be easily expanded for resale in the future. My approach will focus on developing a user-f Altro
⭐⭐⭐⭐⭐ CnELIndia, led by Raman Ladhani, can help you successfully complete the CRM system project by following a clear, structured approach: Custom CRM Design & Development: We'll develop a simple, web-based CRM system Altro
Hi there I propose to build a web-based CRM system for your small business that includes a customer database with duplicate detection, customer details fields, customer list view and s Altro
I'm Asif, a seasoned freelancer from the Einnovention team, and I believe my expertise aligns perfectly with your CRM development project. With over 10 years of experience in HTML, MySQL, PHP, and Software Architecture Altro
Hello Bar, I understand you are looking for a simple yet scalable CRM system tailored for your small business needs. I can create a comprehensive customer database that will not only meet your current requirements but Altro
Hi, we are Full Stack Web Developer with over 18 years of experience and strong proficiency in HTML, PHP, Laravel, Node, react, javascript and other essential languages. My extensive knowledge of PHP frameworks like La Altro
Hello, As one of the top 4% ranked JavaScript Developers on Freelancer, I am confident that my 10+ years of experience in web and mobile app development, including proficiency in HTML, MySQL, PHP, and CRM will help de Altro
Hello, I can develop a scalable, web-based CRM tailored to your current needs, with features like a customer database, follow-up scheduling, status tracking, PDF offer automation, and user authentication. The system w Altro
HI! I am an expert web programmer. I have a lot of work experience in Laravel, Codeigniter, PHP, Wordpress, JavaScript, HTML, Vuejs, Reactjs, React Native, and MySQL. I can start right away. I want to discuss this proj Altro
Hello, good time Hope you are doing well I'm expert in MATLAB/Simulink, Python, HTML5, CSS3, Java, JavaScript and C/C#/C++ programming and by strong mathematical and statistical background, have good flexibility for s Altro
Hello, Hope you are doing well! I can develop a simple yet scalable web-based CRM system tailored for your small business, with features like a customer database, automated follow-ups, and PDF offer generation. The sys Altro
Hello BarMikol, 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 Altro
As an experienced developer, I offer a comprehensive array of skills that make me the ideal candidate for your CRM system project. Firstly, my deep knowledge of scripting languages such as ReactJS, Jquery and Vue.js, w Altro
Hello Bar, I'm excited about the opportunity to develop a simple yet scalable CRM system tailored for your small business needs. With over 5 years of experience in full-stack development, I can create a robust solutio Altro
Hello, hope you're doing great! I will develop a custom, web-based CRM system tailored to your business needs, with a customer database, manual entry options, and features like automated PDF offer sending and schedulin Altro
