Write some Software

I am seeking someone to set up a CRM for my business. We are in the corporate apartment accommodation business and we have a software platform which handles all our bookings and invoicing etc but unfortunately it doesn’t have an CRM facility. At this point of time I only want to capture the enquiry details and be able to monitor the follow up (all correspondence to the contact) and where we get our enquires / leads from, the success of those leads and who with in the company is getting success. In addition we use Microsoft Outlook 365 for our emails and I want to continue using that platform but have the facility so we can capture the email content and contact within the CRM. I look at another CRM called Insightly which did a good job of this but couldn't give us all we wanted. It embedded an app in the Outlook emails and by clicking on it, it would give you the option to copy the email and contact details into the CRM. We don’t require much more than what Insightly has to offer but I thought if we could set up Salesforce (although we would be limited to [url removed, login to view] or "Group" edition due to subscription price) in a simply way almost mimicking Insightly (as it is easy to understand and use) I could then have a platform that we can build on at a later date. The information I want to capture and report on is demonstrated in the attached chart. Please get back to me with your comments, a quote to do the work and any questions.



Beceriler: CRM, Salesforce.com

Daha fazlasını gör: write report to me, what is salesforce crm content, salesforce crm content, salesforce com crm, i want someone to build me an app, i force com, getting business leads, get someone to write a report for you, what is crm salesforce, salesforce group edition, microsoft crm software, insightly crm, getting leads for your business, Insightly, crm salesforce, Crm Microsoft , crm app, accommodation software, write content software company, salesforce job

İşveren Hakkında:
( 0 değerlendirme ) Australia

Proje NO: #7238026

Bu iş için 5 freelancer ortalamada $454 teklif veriyor


Hi I am salesforce certified developer and administrator. I have gone through your requirements. I can help you with the setup of [login to view URL] requirements. Thanks in Advance.

$333 AUD in 10 gün içinde
(15 Değerlendirme)

Hi, I have around 5 years of experience in building apps on salesforce.com. I have gone through the attached document of your requirement and I found that I have implemented such requirements previously on a very lar Daha Fazla

$327 AUD in 9 gün içinde
(1 Yorum)

I have been working on CRM for few of my clients and they have provide me their credential to work on the [login to view URL] but they have premium memberships. but coming to us we have issues with "subscription price" but Daha Fazla

$555 AUD in 10 gün içinde
(0 Değerlendirme)

Hy Tony! Have you checked the AppExchange , look at this software : [login to view URL] I believe you can use what you seem to want . With the informati Daha Fazla

$555 AUD in 3 gün içinde
(0 Değerlendirme)

A proposal has not yet been provided

$500 AUD in 10 gün içinde
(0 Değerlendirme)