CRM Software
$1500-3000 USD
Πληρώθηκε κατά την παράδοση
Project Description:
Leads
Lead are the individuals or representatives of organizations who show interest in your products or services.
Create Lead or Import Leads
Contacts
Contact are the people in a company with whom you communicate and interact in pursuit of a business opportunity.
Create Contact or Import Contacts
Accounts
Account are companies or department within a company, with which you make business dealings.
Create Account or Import Accounts
Activities
Activity are a list or register of tasks, events, and calls associated to the CRM records pertaining to different modules.
Create Task or Create Event or Create Call
Easy Setup for Administrator
Social Platform Integration
Listen to customer conversations and engage with them without leaving your CRM account through tweetter. facebook,LinkedIn
Add User
Start building your sales team
Customization
Customize the CRM to your business needs
Personalize your settings
Time Zone and Locale Information
Personalize your CRM account by setting your country locale, time zone, language and personal details.
Invoice
Invoice your customers in their native currency and language. ... payments from customers. In this section let's take a quick look at some of its invoicing features
Ensure faster payments from customers by allowing them to make online payment to your invoices.
Track all your invoices. Quickly see the ones that are paid and the ones that are still open. Easily narrow down to the invoices that are past their due date and take appropriate action. It should be able to track all customer payments and automate sending of payment thank-you mails to your customers.
you should be able to upload your logos, change color themes, update layout and titles of invoices and estimates.
Themes
Themes give individual users the option to customize the colors and layout of their CRM account.
Upload your Company logo
allows organizations to change the default logo to your company logo. The customized company logo will appear for all the users within the account.
Other features
Ability to integrate invoice with CRM and Projects. You can easily import your accounts and contacts from CRM and use that information for invoicing. Similarly you can directly bill for your time sheet maintained in Projects using Invoice.
It should be able to Use APIs to mash Invoice with any of the business application.
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Breakdown Features
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Creates Standard Invoices
PDF Invoicing
Customizable Invoices
Integrated Email Invoicing
Built-in Timer
Billing & Payment Features
Accepts partial payments
One payment to multiple invoices
Recurring transactions
Emails overdue statements
Automatic billing
Customer Relationship Management (CRM)
Customer profiles
Tracks Invoices per customer
Saves bill to and ship to addresses with sms alert forexample you have a customer meeting in two hours. An hour before the meeting, you receive an SMS with the customer’s name and the time of the meeting
Stores preferred payment methods
Additional Features
PDF or exportable reports
Supports multiple businesses
Processes credit card payments
Mobile phone support
Free Telephone Support
Supported Operating Systems
Windows 8
Windows 7
Windows Vista
Windows XP
Web based
Ταυτότητα Εργασίας: #4605223
Σχετικά με την εργασία
21 freelancers κάνουν προσφορές κατά μέσο όρο $5462 για αυτή τη δουλειά
Dear Sir, We are interested in your project. Our team will deliver your project with your 100% satisfaction. I want more information regarding your project therefore, I request you to visit private message board to sta Περισσότερα
Sri Technocrat is marvelous in its quality. We have been maintaining the quality in every field whether it is services or training. We have proved our stability. We have been working with the same grace & quality. Our Περισσότερα
Dear sir , We are having more than 14+ years of experience in the web development & We already Developed Large & Complex CRM System and apart from that we developed more than 1450+ projects so we can give the Assur Περισσότερα
Hi There! Currently we are developing same project and know it very well. Ready to do for you again. Thanks
Dear Sir, Greetings! We are WeExcel Technologies Pvt. Ltd with 10 years of experience under our belt. We are really interested to work on your project. Please see PM. Thank you. Regards, WeExcel.
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 freela Περισσότερα
Hi, I have completed ,customized and integrated ERP with vTiger Project also i have developed android & BB application. Please let me know when you will available for demo. Thanks.
Greetings, We can provide the good professional solution for your needs. Please check PMB for more details.. Thank you, Jamal .
Hi, Veltrod Software services is a global software consulting company specialized in providing Mobile applications, Social media frameworks and eCommerce solutions. Leveraging best-in-class people, processes, and t Περισσότερα
Kindly accept my bid for this project as we have more than 7 years experience in developing large scale "Web Portals" and 3 years in "Mobile Applications (iPhone/iPad/Android/BlackBerry)" in the relevant skills as PHP/ Περισσότερα
Hi We are testing similar CRM Software for Australian client . We have got expertise and can be effective . Our testing team has 20 years of collective experience in software testing. Do let me know if you need Περισσότερα
Dear Sir Our Company is a strategy & technology firm & we specialize in product development for startups & enterprises using design led approach. What separates us from other firms is the way we marry design, techno Περισσότερα