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Design & Develop CRM system

Design and develop CRM system with below modules

Types of Users:

Admin

Sales Executives

Sales Manager / Coordinator

Management

Admin Modules

1. Login

a. Email

b. password

2. Forgot password

a. Email id

b. Mail integration

3. User(add/edit/delete/view)

a. Name

b. Email

c. Date of joining

d. Phone

e. Address

f. Role(admin/sales executive/sales coordinator/manager)

i. Id he will select executive then he have to add coordinator name)

g. Region(select from dropdown)

h. Status(enable/disable)

4. Daily Reports

a. No of visits

b. Access current location as like the demo [login to view URL]

c. Distance travelled

5. Product management

a. Id

b. Name

c. Image

d. Rate

e. description

6. Lead management

a. Inquiry Date :

b. Inquiry Time :

c. Executive Name :

d. Monitor By :

e. Company Name :

f. Concern Person :

g. Mobile No1. :

h. Mobile No2. :

i. Email ID : City :

j. Address :

k. Product:

l. Inquiry Type : (Casual/ Serious/ Very Serious)

m. Detail Descriptions :

n. Attachment :

o. Next Follow-up Date :

p. Next Follow-up Time :

i. notifications for today’s follow up

ii. able to see pending follow up

iii. transfer inquiry

iv. close inquiry

v. done inquiry

7. Customer management

a. Same fields like lead

8. Order management(advance search- by customer, by status, by date)

a. Order id

b. Order detail

i. Shipping detail/billing detail

ii. Amount total

iii. Status(open/completed)

c. Product detail

d. Created by

e. Invoice

i. Add payment

ii. View due payment

f. Payment management

9. Noticeboard

a. Admin will add notice it will display on dashboard of each user

i. Id

ii. Date

iii. Subject

iv. description

10. Goal management(target)

a. Admin/manager/coordinator will assign goal based on month in terms of “amount”

which executive has to achieve.

11. Income/expense management

a. Admin can add expense of company

i. Id

ii. Date

iii. Subject

iv. Description

v. amount

12. CRM reports

a. Employee target report

b. Sales report

c. Daily reporting

d. Travelling expense approval

13. Calendar(based on weekly/monthly/yearly)

a. Admin can add able to view employee’s follow up and also able to add task for

employee

14. Settings

a. Region management

i. Id

ii. Name of region

b. Marketing material

i. Id:

ii. Name

iii. Attachment

1. Admin will add this and other employees can view only

Modules only for executive - in addition to other common modules listed above

1. Daily report

a. Date

b. No of visit today

c. expense(multiple entry)

i. id

ii. name

iii. amount

d. description of extra work

e. total sales today

f. distance travelled

g. in that system also able to access executive’s location

2. calendar(based on weekly/monthly/yearly)

a. able to see task assign by admin

b. able to add own task

c. able to see follow up

Kemahiran: Reka Bentuk Grafik, HTML, PHP, Kejuruteraan Perisian, Reka Bentuk Laman Web

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Tentang Majikan:
( 1 ulasan ) Coimbatore, India

ID Projek: #17792400

Dianugerahkan kepada:

vbizsolutionss

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₹12500 INR dalam 45 hari
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13 pekerja bebas membida secara purata ₹31481 untuk pekerjaan ini

timid

Hi there! I've read your description and I'm interested in designing & building the website. Send me text if you're interested.

₹37500 INR dalam 10 hari
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aitindia

Hi, Greetings from Aravind Info Tech ! At Aravind Info Tech, we have experts specialised in UI/UX, Website design, web development, SEO, IOS/Android App Development, PPC & Logo design. We have helped hundreds of Lagi

₹35000 INR dalam 25 hari
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5.5
mdubey

Dear sir, I am very interested in this CRM application design and development project. I have 8+ Year of Experience in this field and I can surely do this project , i work with my team who always looking for su Lagi

₹75000 INR dalam 90 hari
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EIBSPL

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dzheng0206

Hi, I'm interested in your job post. Because I am an experienced professional who has been working with Web Project for over 3 years. So, I have no matter in this project. Please send me your requirement details. A Lagi

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sitwebsolution

Hello Sir, How are you ? we're already skilled and experienced with your Desired skills. If you Consider us to full fill your job then we will try our best level. We're looking forward to some feedback from you Lagi

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rubal45

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kulvir01

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domaxy111

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coriandercode

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fablogodesign

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basudebdey84

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