CRM and client tracking tool

$30-5000 AUD

Zamknięte

Opublikowano

ponad 11 lat temu

$30-5000 AUD

Płatne przy odbiorze

We are a financial planning firm who wishes to find someone who can create a CRM tool for us. I would need to be able to upload our clients details and then be able to update the details as required. I would want to also be able to make diarised file notes for each client. The CRM tool will also need to have the ability to diarise a follow up task either yearly, 6 monthly or 2 yearly. The CRM tool should also have the ability to create a workflow of the steps we take with each client so as to allow staff to tick off each step, I would also want it to note the time taken on each step and then the system tally up the hours spent for each client on tasks. As we are a firm that bills out its service we need to track our clients hours spent

PHP

Software Architecture

Identyfikator projektu: 2403461

Informację o projekcie

29 ofert

Zdalny projekt

Aktywny 12 lat temu

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29 freelancerzy składają oferty o średniej wysokości $3 126 AUD dla tej pracy

@funnyfox

Please check Private Message Board for detail.

$5 000 AUD w 30 dni

4,9

(97 opinii)

8,6

@Maestros

We have huge experience complex applications. Please refer to the offer details sent privately.

$4 000 AUD w 60 dni

4,8

(92 opinii)

8,4

@Indexpage

Hi, We aim to provide best quality work,for more information see PMB-Thanks.

$5 000 AUD w 60 dni

4,9

(53 opinii)

7,9

@buraqtech

Check your PMB for details!!!

$2 385 AUD w 30 dni

4,8

(84 opinii)

7,9

@voservices

Please check your PM for demo of our rent CRM web application we have done. Thanks

$5 000 AUD w 40 dni

4,9

(27 opinii)

7,7

@sonuinfy

Please check PMB.

$2 000 AUD w 30 dni

5,0

(209 opinii)

7,6

@Georgia

If you are still interested please contact me to discuss.

$3 850 AUD w 125 dni

5,0

(91 opinii)

7,3

@sritechnocrat

Sri Technocrat is marvelous in its quality. We have been maintaining the quality in every field whether it is services or training. We have proved our stability. We have been working with the same grace & quality. Our Clients find us better than the so called best. We believe that Customer Satisfaction and Trust will always be our Key for success. Sri Technocrat provides the best breed of designing and application solutions to small and medium sized businesses around the world. A strong Dedicated Executive Team consists of leaders from Indian Institute of Technology (IIT) and various industries and backgrounds aimed at helping execute the plan. With Regards Sri Technocrat.

$1 200 AUD w 30 dni

4,8

(51 opinii)

7,2

@ajaxdevman

We can do this project perfectly, please check PM.

$3 800 AUD w 35 dni

4,9

(39 opinii)

6,8

@thelogicgates1

Hi, Ready to start. Check PMB please.

$1 798 AUD w 18 dni

5,0

(53 opinii)

6,6

@gsala81

Hello, 10+ years exp full time freelancer here, can deliver a quality & professional work in the timeframe posted. Please contact me via PM for any question, Thanks.

$1 800 AUD w 60 dni

5,0

(42 opinii)

6,3

@enduetech

Hello Lets Started please check the PMB For more details Thanks Enduetech

$3 000 AUD w 45 dni

4,6

(30 opinii)

6,3

@prosenjit1ghosh

I understand ur requirement..Plz check ur

$5 000 AUD w 60 dni

4,9

(35 opinii)

6,0

@Frankhardy

HI, Please check Personal Message Board for a custom built CRM we built for Car Dealers and Salesmen. Can you provide me with more details so that I can have a better understanding of the requirements? Please check my freelancer portfolio for more on work profile and do get back to me if you need any further information or have any queries. Thanks and regards - Frank

$3 850 AUD w 42 dni

4,6

(10 opinii)

6,0

@evidcomm

Hello, Kindly go through Private Message board to review our detailed bid. Many Thanks, Samiflabs.

$3 200 AUD w 29 dni

4,4

(34 opinii)

6,0

@EfficientDev

Hi there. Although the project is only outlined in your specs, an experienced developer can have a basic idea about what you need. I am confident you will provide detailed information to the developer you'll choose to work with. I am one of the candidates and hope that my experience and portfolio will show the level of experience I bring to the table. Please check your PMB for details.

$4 500 AUD w 30 dni

4,9

(29 opinii)

5,6

@ajaxboom

Hi! The project you described can be either straightforward or quite challenging depending on your detailed requirements. It won't be a problem for me either way. I have also sent a PM to you.

$3 000 AUD w 25 dni