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Develop a web based CRM Software similar to an IT support ticketing software

Hi, I would like to build a web based TASK MANAGER (CRM) software that can provide Automatic task updates to staff as well as clients, Comments sharing; outstanding ; Task monitoring(setting up deadlines) ; invoice followups to clients, Status updates automatically by sending a system generated email and in some cases also an SMS (choose via an option). This software will be used by up-to 10 people in an environment and each one of us would have our own passwords so that the admin can track the activity of individual staff members. A standard flow is as under:

Step 1: Staff-member adds a task; sets a deadline and assigns a staff member(s) to the task and 1 Client Manager (The person dealing with the client).

The software then automatically send an email notification to the staff member(s) advising a task has been assigned along with the notes entered at the time of task assignment.

The software automatically also sends an email to the client; advising the timeline a task will adhere to and the concerned person responsible along with the contact details of the Client Managers in case the client wishes to talk to someone.

Step 2: As the task progresses; the staff who has been assigned and the client manager will keep recording tasks and will also make notes and will have a choice to either provide an update to the client or to another staff member about the WIP; or to both.

Step 3: Closer to the deadline the staff as well as the Client Manager will receive a notice email reminding them about a task that is due; if the task is still open.

Step 4: Once the task has been completed; the Client Manager should be able to choose from a drop down of options to mark the task as pending, completed and so on.

Step 5: Untill the task is marked as closed; the client would regularly receive email reminders for invoice payments.

Step 6: After 5 Consecutive email reminders if the client has still not paid; it shall send a notice to the client Manager to followup for the payment.

Step 7: Once the payment has been received and the invoice closed and document finalised; the task would be updated as removed and at this stage the task will move to Archive.

Within these 7 steps there are a few little small aesthetic scenarios that I have not mentioned or omitted but I can explain upon one on one converstaions.

This is similar to a ticket generation in an IT support environment but customised according to our business requirements.

Any queries, feel free to talk to us.

Δεξιότητες: PHP, Αρχιτεκτονική Λογισμικού

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Σχετικά με τον Εργοδότη:
( 5 αξιολογήσεις ) Seabrook, Australia

ID Εργασίας: #12178269

18 freelancers κάνουν προσφορές με μέσο όρο ₹434/ώρα γι' αυτή τη δουλειά

samitalways4u

Hello sir, We have Done a Big CRM system, even you can Check my freelancer profile that I have complete A $10,000 USD project after reading your project description, I am sure that I can do it but Please talk to me an Περισσότερα

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ukroficer

Hello, our full stack team of web developers can create the CRM software for oyu - can we discuss the details? We are looking forward to hearing from you Manager Anna, Webcapitan team

₹333 INR / ώρα
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pytho

Hi, I am interested to work with you on this project, I reviewed the requests you listed and I would like to discuss further details with you. Since 2006 I am managing a Web Design Agency located in Romania, which cur Περισσότερα

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infowider11

Hello, Hope your doing well. I m a Web Designer cum Developer with 7 years' of experience.I just go through your requirement. I m showing interest in this job because i have good knowledge of Mobile Jquery, W Περισσότερα

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Fitser

Hello, I have some queries. Please clarify those - 001. Do you wish to add a Timer in order to track the task completion time? 002. Are you already purchased a SMS Gateway plan? 003. If the email will be tr Περισσότερα

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webmediaexperts

Hi, We are very much interested in doing job with you. We are expertise in PHP. We had make so many MLM with different plans, bulksms panel, bulk email solution , CMS, CRM , Invoicing system , search engine, class Περισσότερα

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sherifamgadnabih

i am a lead .Net software engineer and responsible for creating web and desktop applications using different languages and technologies if u r interested just send me a message thank you and good luck

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FutureTechno1

Hi there, I’d like to be considered for your job position. I’m a Software Developer with a strong background developing web application. I can turn your requirement in a way that represents your brand and appeals Περισσότερα

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shaheen23

Hello, Greetings from Passionate Futurist Solution Pvt. Ltd As per your project description you want to Develop a web based CRM Software to an IT support ticketing software . The idea sounds good, we will pr Περισσότερα

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abagunjal

I am experienced software developer with different technologies like Java, JavaScript, angularjs, MySQL. I will deliver the application as per your requirement.

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corelynx

Hi, We are specialist in developing such software applications and the result of that is a brilliant CRM solution called CONVERGEHUB = [url removed, login to view] We have reviewed your requirement and quite eager to take ov Περισσότερα

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mehulprajapati91

Dear Hiring Manager, I am professional software,website & mobile app. developer.I can start working as soon as possible. [url removed, login to view] -- My previously Worked proje Περισσότερα

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kavitanimje82

Hello, As per your post, i have understood your requirement. You need to develop a web based CRM Software similar to an IT support ticketing system. We have expertise in customize CRM, Project Management and Ticket M Περισσότερα

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kamfreelancer

Hi, I can do your job at minimum cost. Please let me know if we discuss it? Thank you and have a great day. Best, Kam

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smartresearch1

Hello, I am an expert in software development, mobile apps, SaaS and website design. I have extensive experience in ecommerce, inventory management, payment gateways, apps and payroll, among others. I have fully custom Περισσότερα

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