We are currently looking for a developer that can help us setup a CRM system on our server. We want to use an OSS but we are unaware of what best fits our needs – we have heard that there is a system called SugerCRM, but as mentioned, we don’t know what system that is suitable for our needs.
Our business is connecting companies, so on the one side we have our customers and on the other we have business partners. Therefore, we need a system that allow us to differentiate between them, allocate them to an industry, identify their problem (for the customers) and their business offer/solutions(for the business partners), and we should be able to make a rating of each customer and business partner on several criteria. We don’t know what 'best practice' is but maybe a 0-5 rating system.
Some of the rating criteria are:
- Pricing (high or low)
- Years of business (how old)
- Numbers of employees
- Revenue
The CRM system should be designed for a 'networking company' that matches companies together. Therefore, it would be nice if you have experience in setting up CRM systems for similar type of company as our, so that you better understand our challenges and needs.
Besides setting up the CRM system for us, we would like to have some kind of crash course in using the system. The best thing would be to have some tutorial videos of how to use the system. these videos should be available for us on the system as well (if possible)
Since we have no experience in using CRM systems, please do not hesitate to ask questions if you have any regarding our project. We have already bought a domain and we wish to use the CRM system on the same domain but it should only accessible for us – so as a kind of backend on a subdomain ( e.g. [login to view URL]
Is there a system that works with Google Apps – business system as well? If you know other smart integrations that might benefit us then please let us know. And please let me know your experience in setting up CRM systems.
All the best,
Jacoba10
Hi
We are CRM/ERP/POS/Custom Software solution providing company. As your requirement fits to our profile, we are really interested to deliver this project.
For more details please see your Personal Message.
Regards
Business Development Manager
AuricleSoft
$600 USD w 30 dni
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6,3
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14 freelancerzy składają oferty o średniej wysokości $699 USD dla tej pracy
Hi Jacob,
SugarCRM would be great for your requirements. I have good experience in SugarCRM and vTiger. I have implemented and customized various modules in both. I am also providing support to companies. According to my experience and your requirements i would suggest you for SugarCRM as our company is also using it. If you want i can give you demo on this. Please let me know how we can proceed.
Regards,
Manish
Regards,
Manish
I run European website design firm with years of design experience personally developing over 300+ websites. I can also provide a list of references from past customers if you'd like. I'm not the cheapest you'll find, but I think you'll find my pricing affordable, and I work very quickly. Remember, you always get what you pay for in the design industry. Thank you for your time, and I hope we can do business together.
HI Jacob, Finding your work familiar and interesting to us. Please initiate us to start the work. We are a company based in India with 4+ years of experience. Please find PM to know more about us. Thank you in advance
Hello Sir/Mam
We can do this project for you. Our bid is tentative right now, we will
finalize bid amount once specifications are discussed and finalized.
hi sir
Dolphinesoft is a professional Software Development Company providing complete IT solutions. website designing, software development and internet marketing and full featured web services including B2B and B2C e-commerce solutions and acting as an offshore development center for overseas development firms.
I have integrated vTiger as CRm in my company which included -
1. Set it up on a CentOS linux system
2. Creating users
3. Automated lead capturing from web site
4. Customer portal
5. Workflow to automate first mailer to leads