SugarCRM dev
- or -
Post a project like this£325(approx. $407)
- Posted:
- Proposals: 9
- Remote
- #2178536
- OPPORTUNITY
- Expired
Web Consultant, Wordpress developer, Multimedia, O365/ G-Suite Administrator, GDPR Consultant
London
CRM and Web Applications Developer, Consultant, Integrations, and Automation Expert
Dallas
AI & Data Science Engineer | Nodejs | Ruby On Rails | AWS | GCP | Python | React | Angular |
Auckland
Experienced SugarCRM developer /Experienced PHP developer/ AWS Engineer /Laravel Developer
New Delhi
105960726048800700108868113097481805018219761522128872311461
Description
Experience Level: Expert
CRM development requirements:
Role types:
Admin - access to all and view all account holders and customers in a single databaseor split data base
Account holder - they will use the system to email their clients and automate responses and follow sales flow with their clients
Account holder customer - the customer of the account holder
Suppliers - Each Account holder customer will be supplied with a service from a range of suppliers all of which will pay commissions to the Admin and then percentage given to the Account holders.
New Account
>New account creation
>Email account creation
>New email outbox and inbox based on email
>Email forwarding for all outbox and inbox to the new account holder
>bulk input customer details - names, emails and company info (if applicable)
>Email templates to be sent
>Email automation
>Auto generate whitelabel PDF reports and attach to emails to send out automatically based on inputs
>Update customer info - which then triggers auto responses
>View all customers with sales updates
>generate reports and api reports live to front end website
Account holder customer
Sends emails into the system and possibly attachments
Store attachments and emails to that customer
Follow their sales process
Show savings made to customer - its a comparison service for current business and personal utilities
Support section
Role types:
Admin - access to all and view all account holders and customers in a single databaseor split data base
Account holder - they will use the system to email their clients and automate responses and follow sales flow with their clients
Account holder customer - the customer of the account holder
Suppliers - Each Account holder customer will be supplied with a service from a range of suppliers all of which will pay commissions to the Admin and then percentage given to the Account holders.
New Account
>New account creation
>Email account creation
>New email outbox and inbox based on email
>Email forwarding for all outbox and inbox to the new account holder
>bulk input customer details - names, emails and company info (if applicable)
>Email templates to be sent
>Email automation
>Auto generate whitelabel PDF reports and attach to emails to send out automatically based on inputs
>Update customer info - which then triggers auto responses
>View all customers with sales updates
>generate reports and api reports live to front end website
Account holder customer
Sends emails into the system and possibly attachments
Store attachments and emails to that customer
Follow their sales process
Show savings made to customer - its a comparison service for current business and personal utilities
Support section
Projects Completed
18
Freelancers worked with
17
Projects awarded
14%
Last project
12 Jan 2024
United Kingdom
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