Development of CRM or CSM with Accounting and Inventory capabilities
- or -
Post a project like this$100
- Posted:
- Proposals: 5
- Remote
- #1992226
- Expired
Description
Experience Level: Intermediate
I am looking for development of a client solution that encompasses CRM, Accounting and Inventory. See the outline below of key requirements. This will take an agile approach for speed to customer.
Service Counter
• Easy Repair Order Workflow
• Diverse Customer Search Options
• Vehicle History Search Options
• One-Click Vehicle History
• Fleet Management
• Unlimited Sub-Estimates
• Multiple Quotes per Customer
• Versatile Quick Quotes
• Integrated Credit Card Processing
• Integrated Rewards Program
• Multiple Kit Search Options
• Technician Worksheets
• Customer Credits Available
• Quick Deposits
• 6-Tier Labor Pricing
• Customizable Color Coding
• R.O. Profit Monitor
• Appointment Reminders (reminders to clients or staff?)
• Tire Quote Utility (What is this?)
• Tech Hours Available Calendar
• Parts Counter
• Separate Parts Sales Screen
• Sales w/o Customer Info
• Customer Purchase History
• Create Parts only Kits
• Parts Management
• Parts Pricing
• Multiple Pricing Options (Please explain)
• Parts Info List
• Bar Code Scanning
• Generated Purchase Orders
• Tire Quote Add-ons (What add-ons)
• Physical Inventory Control
• Restock Inventory Tracking
• Parts Price Matrices
• Electronic Parts Ordering
• Unlimited Online Vendors
Marketing
• Letters and Post Cards (Please Explain)
• Automatic Sales Prompts (Please Explain)
• Follow Up Reminders
• Customer Source Tracking
• 3rd Party Marketing Integration (Do you mean advertising for 3rd parties? If so purpose)
Customer Retention
• Rewards Programs (Need full explanation for this)
• Appointment Reminders
Time Clock / Job Clock
• NEW Job Clock
• Daily Time Clock
• Printing from Job Clock
• Productivity Reports
Accounting - Full-Featured Auto Repair Invoice Software
• Daily Sales Report
• Cash Drawer Accounting
• Multi-Cash Drawers
• Accounts Receivable
• Auto Interest and Late Charges
• Credits and Payments
• Accounts Payable
• Returns/Warranty Tracking
• Detailed Vendor List
• Purchase Orders
• Auto Generated P.O.s
• Invoice Payment Options
• Track by Vendor
• Check Writing and Banking
• Fully Integrated Checking
• Split on Multiple Accounts (Please explain)
• Easy Checkbook Reconciliation
• Account Transfers
• Auto Deposit Slips
• Auto Fill Info
• Security Settings (Please explain)
• Multiple Updates (Please explain)
• Full Inventory Tracking & History
• No Workstation Limits
• Fully Integrated Accounting
Service Counter
• Easy Repair Order Workflow
• Diverse Customer Search Options
• Vehicle History Search Options
• One-Click Vehicle History
• Fleet Management
• Unlimited Sub-Estimates
• Multiple Quotes per Customer
• Versatile Quick Quotes
• Integrated Credit Card Processing
• Integrated Rewards Program
• Multiple Kit Search Options
• Technician Worksheets
• Customer Credits Available
• Quick Deposits
• 6-Tier Labor Pricing
• Customizable Color Coding
• R.O. Profit Monitor
• Appointment Reminders (reminders to clients or staff?)
• Tire Quote Utility (What is this?)
• Tech Hours Available Calendar
• Parts Counter
• Separate Parts Sales Screen
• Sales w/o Customer Info
• Customer Purchase History
• Create Parts only Kits
• Parts Management
• Parts Pricing
• Multiple Pricing Options (Please explain)
• Parts Info List
• Bar Code Scanning
• Generated Purchase Orders
• Tire Quote Add-ons (What add-ons)
• Physical Inventory Control
• Restock Inventory Tracking
• Parts Price Matrices
• Electronic Parts Ordering
• Unlimited Online Vendors
Marketing
• Letters and Post Cards (Please Explain)
• Automatic Sales Prompts (Please Explain)
• Follow Up Reminders
• Customer Source Tracking
• 3rd Party Marketing Integration (Do you mean advertising for 3rd parties? If so purpose)
Customer Retention
• Rewards Programs (Need full explanation for this)
• Appointment Reminders
Time Clock / Job Clock
• NEW Job Clock
• Daily Time Clock
• Printing from Job Clock
• Productivity Reports
Accounting - Full-Featured Auto Repair Invoice Software
• Daily Sales Report
• Cash Drawer Accounting
• Multi-Cash Drawers
• Accounts Receivable
• Auto Interest and Late Charges
• Credits and Payments
• Accounts Payable
• Returns/Warranty Tracking
• Detailed Vendor List
• Purchase Orders
• Auto Generated P.O.s
• Invoice Payment Options
• Track by Vendor
• Check Writing and Banking
• Fully Integrated Checking
• Split on Multiple Accounts (Please explain)
• Easy Checkbook Reconciliation
• Account Transfers
• Auto Deposit Slips
• Auto Fill Info
• Security Settings (Please explain)
• Multiple Updates (Please explain)
• Full Inventory Tracking & History
• No Workstation Limits
• Fully Integrated Accounting
WiseDome Inc.
100% (11)Projects Completed
9
Freelancers worked with
9
Projects awarded
28%
Last project
18 Feb 2022
United States
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Log inClarification Board Ask a Question
-
Hello,
Is the $100 budget listed an hourly rate?
Regards
Nick HorrocksWiseDome Inc.29 Apr 2018No, it's a place holder. Please provide your best hourly raid and I am conducting interviews with various companies.
634987
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