Sugar CRM custom build project for accommodation portal
$100-500 USD
İptal edildi
İlan edilme: 10 yıldan fazla önce
$100-500 USD
Teslimde ödenir
An online accommodation portal requires the development of a CRM to manage its travel & accommodation booking business.
The purpose of the CRM will be to manage new & existing customers, and to automate processes which are currently being handled manually.
All leads should be stored in the CRM, with most activity happening with leads that have become “opportunities.”
The type of processes that we require include:
- Data entry into the CRM (replace excel / google docs)
- Ability to export data from CRM to excel / csv
- Confirmation documents to be sent to customer via CRM
- Invoices to be sent to client via XERO accounting, and marked in CRM
- Statements to be sent to client via XERO accounting, and marked in CRM
- CRM to remind sales agent and/or customer of upcoming payment date
- CRM to remind customer of their upcoming trip via HTML emailer with attachments within specified time (ie. 7 days prior to arrival)
- CRM to request review from client, 24 hours post departure (interface with our review system?)
- CRM to remind customer to submit review
- Customers details to be stored in database for future email marketing
The requirements of the CRM are currently in managing clients that have already been converted to opportunities.
Phase 2 of the project will involve management of leads, and assistance with workflow in order to convert leads to opportunities.
Phase 2 will include
- Quoting clients from CRM
- Follow up reminders from CRM (to guests who haven’t replied)
- Reporting on sales pipeline
- Ticketing system during negotiation process
- Parsing of email leads into CRM from various email formats.
*note, we want to minimize manual data capturing into the CRM.
We would also like to use a service like zappia to integrate with our wordpress based site to capture details of leads and send mails via sugar etc...
The CRM will sit on a sub domain, on a custom VPS server.
ONLY experienced Sugar CRM developers should bid.
The timeline is 4 weeks.
The budget is negotiable depending on skill level.
Our skillful team of web designers and intelligent web development programmers have more than 6 years of experience in this field.
We deliver 110% satisfactory quality service.---- Lets discuss on this project.
Please check PMB.
Hi
we checked your requirement,We could develop as per your need.
u could check that out. we would work till your satisfaction.
Thanks & Regards
Techwelfare
Please check inbox for our previous work.
Dear Sir,
Expertise in Open Source/CRM/ERP/POS/EMR/DMS/CMS/ANDROID/Custom Solutions/Web designing. We do customization as per your requirements.
With a good Profile in Freelancer and experience of over seven years in the Software Arena we strive for Customer satisfaction by providing Post Development Support. We stand out through our Systematic Customer-centric and Quality-driven approach. Please reach us, we are there to help you to achieve your GOAL and subsequently brighten our Profile...
More on message….
Thanks and Regards,
Business Development Manager
AuricleSoft
*******Dear Sir, We are experts with similar expertise to your project requirement. We are very much interested & eager to provide professional and quality service for you. Please check private message to discuss further in this regard. Thank you.*******
Kia ora! [The Administrator removed this message due to advertising of a third-party website which breaches our Terms and Conditions.] are a NZ based web and software design company who have seen you here on the freelance market and are really excited about working with you and treating you to the full service, professional experience.
Hi
We are ERP, CRM, POS, Custom Software solution providing company. So we are really interested to deliver this project.
For more details please see your PM.
Regards
Business Development Manager.
FixFin Technologies.
We are professional eCommerce website developers with 10+ years experience.
kindly check your personal messages for more details and offers, and please feel free to contact us with any queries.
Can we discuss this in detail before start this project,to know more about us
please check in Private Message.
We have a team of professionals,they have more than 11 year of experience,so we can manage this work and will give you quality solution