Comprehensive CRM for Workflow Management and Invoicing

$25-50 USD / hour

Closed

Posted

about 2 months ago

$25-50 USD / hour

I am looking for a experienced vtiger developer to help modify a existing vtiger setup and create custom modules as needed to facilitate a basic workflow management for a small business. We are looking for a quick quote. The process we want to facilitate is quote/proposal generation which after approved by client creates a job tracking, simple statuses, and gives emploees the ability to create daily tickets. When completed the initial quote proposal would be used to generate a invoice for the client. We are looking for a quick implementation with the bare minimal to try it out before developing the crm further. Best reach out via phone to quickly discuss and get a estimate to decide if we are a good fit. Ideally if we can integrate with google services and quickbooks it would be ideal. The CRM should integrate with third-party services we currently use. Custom modules should have advanced customization to cater to specific business needs. The CRM should integrate with QuickBooks. Integration with Google Drive is needed for document storage and sharing. The custom modules should include automated reminders and notifications to keep tasks on track. Prioritize functionality for quote generation and approval in the first phase. The project needs to be completed within 1-3 months. Include the following additional feature(s) in phase 1: Quote/proposal creation, basic job status tracking (not started, in progress, completed), and invoice generation. Include basic user access control to differentiate between employees and managers. The custom modules should offer advanced customization options to cater to complex business requirements.

PHP

HTML

Software Architecture

vTiger

JavaScript

Project ID: 38860424

About the project

34 proposals

Remote project

Active 15 days ago

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34 freelancers are bidding on average $32 USD/hour for this job

@technosystem

With nearly two decades of experience and a vast array of skills in the IT industry, I am confident that I am the right person for this project. My proficiency in HTML, JavaScript, PHP, and Software Architecture aligns perfectly with what you are seeking for this task. Throughout my career, I have built numerous complex systems and have made substantial contributions to client projects, including setting up CRM systems geared towards streamlining workflow management and invoicing processes like the one you require. Additionally, I'm well-versed with Google services and QuickBooks integration - an essential aspect of your project. This will not only ease document management through Google Drive but also enable efficient financial management through seamless integration with QuickBooks - benefitting your business in more ways than one. Building on my past experiences, I understand the importance of starting with a basic implementation before developing a CRM further to ensure its suitability for specific business needs. Moreover, I take utmost care in providing easy-to-use user interfaces, prioritizing functionalities for the project's early needs like quote generation and approval, status tracking, invoice generation while ensuring advanced options for further customization

$45 USD in 40 days

4.8

(276 reviews)

9.5

@AwaisChaudhry

Hello Robert, I understand that you need an experienced vtiger developer to modify your existing setup and create custom modules for basic workflow management and invoicing. My approach will focus on providing a quick implementation that includes essential features like quote generation, job tracking, and invoice creation tailored specifically to your small business needs. I'll ensure to integrate with Google services and QuickBooks for seamless operations. Given the urgency of your requirements, I can deliver a working solution within the specified timeline of 1-3 months, prioritizing functionalities needed to generate proposals and track job statuses right away. Additionally, I'll implement basic user access controls to meet your security requirements. What is your desired timeline for the initial implementation, and are there any specific third-party services you are currently using that you want to prioritize for integration? Thanks, Muhammad Awais

$25 USD in 20 days

4.9

(167 reviews)

9.0

@nmans

As an experienced and dedicated full-stack web developer with expertise in PHP, HTML, and Javascript, I believe I'm the perfect candidate to tackle your comprehensive CRM project. In my previous roles working with large E-commerce businesses, I've successfully developed, customized, and maintained various CRM systems including vtiger. This has equipped me with a deep understanding of its functionality and feature range that we can tailor to meet your unique workflow management needs. In addition to providing a quick implementation and integration with essential third-party services like Google Drive and Quickbooks, one of my strongest capabilities is building advanced custom modules for the CRM which align perfectly with your requirements. This includes quote/proposal generation, job tracking, status updates, and invoice generation - all crucial functions you need in the initial phase. Fulfilling project expectations within specific time frames is another skill I pride myself on. My commitment to regular client communication ensures we are always on track and any potential delays are flagged early on. So let's hop on a call soon, discuss your specific timeframe for completion and get an estimate that works well for you. I'm ready to dedicate all-my knowledge, skills and hard work to delivering a CRM solution that will revolutionize your small business's workflow management!

$38 USD in 40 days

5.0

(524 reviews)

8.5

@ykarora26

Drawing from my extensive 14-year experience in web/app development, I have garnered comprehensive skills in HTML, JavaScript, PHP, along with advanced proficiency in software architecture that will be suitably applied to this project. In particular, I am very familiar with vTiger and its potential for workflow management and invoicing. My vast understanding of different content management systems(CMSs) including Joomla, WordPress, Drupal, PrestaShop, Magento and smart tools like OpenCart give me an edge in customizing the CRM to fit your unique business needs. I am a firm believer in quality, efficiency and client-focussed approach to deliver excellent results within agreed time-frames. Apart from ensuring the initial implementation is geared towards quick usability,I'll also provide advanced customization options to cater to your specific business requirements once it's been thoroughly tested and approved within the given time-frame. I work round-the-clock so my time-zone flexibility ensure we can communicate effectively at all times. In conclusion, with my vast skill-set , dedication to quality ,budget-friendliness mindset ,time-zone flexibility and commitment to building long-lasting client relationships based on satisfaction , i am confident that i am able to meet and exceed all expectations for this project . I eagerly look forward to discussing the project directly with you for a detailed cost estimation and finalizing our journey together!

$38 USD in 40 days

4.9

(439 reviews)

8.4

@imphasys

Hello, I’m an experienced vTiger developer and can assist in modifying your existing setup and creating custom modules to streamline your workflow management. I specialize in tailoring vTiger to meet unique business needs, ensuring efficient and user-friendly solutions. By hiring me, you are guaranteed: 100% delivery of work High-quality, bug-free code Daily progress updates with no communication delays Post-development support to ensure your app runs smoothly, free of cost Waiting for your reply. I hope you respond to me. Thank you

$38 USD in 40 days