We have a company website done in wordpress. I want to add option for customers to sign up and order my services, and for this to be managed in vTiger.
On a page I need an interactive product selection that links into an order process. Once option is selected the customer needs to be taken to a signup form where they enter name, address, bank details, and pick a time of which we can visit their property. Ideally linking to our calendar. These details need saving into our CRM at this stage it would be vTiger CRM.
After this process a customer would need to be emailed their sales pack containing details of what they have signed up to.
This is a subscription service paid once a month. I have api access to the payment gateway provider. As these are direct debit payments I need once a month for vTiger to check if the payment has been successful. If it has make paid on their file. If payment has failed mark as failed. For failed payments there will be a credit control process. Stage 1 send sms & email, repeating 3 times if we receive no response. Stage 2 is to cancel their subscription.
1. We need the api of this site linking so that address search is correct [login to view URL]
2. We need details saving into a crm, vTiger
3. We need to link to our payment gateway api to setup the direct debit during order stage but also to manage checking payments monthly.
Both complete and none complete orders need to be saved into the crm. So if customer doesn’t complete signup with Direct Debit for whatever reason we can contact them and finish off the order.
Bu iş için 55 freelancer ortalamada £518 teklif veriyor
I can add vTiger in wordpress. I will do interactive product selection that links into an order process. Let us discuss and move ahead. Are you there online to discuss
Hi, ready to make the modification you need done. I have read your project specification and understand the points you have asked/mentioned. I can done everything within 6 days.
Hi Sir, We have done similar type of work before and we can show you a demo of our [login to view URL] are quite confident that we can accomplish the project as per your [login to view URL] are CRM, ERP, POS, Custom Software solution Daha Fazla