ERP/CRM Development Projects

SaaS Accounting web application

The SaaS Accounting web application, T, is a comprehensive solution designed to streamline financial management for businesses of all sizes. With its intuitive interface and powerful features, T enables users to efficiently manage their finances, track expenses, generate reports, and make informed decisions. One of the key features of T is its user-friendly interface. It is designed to be accessible to users of all technical levels, making it easy to navigate and use. The application's dashboard provides a clear overview of financial performance, with customizable charts and graphs that allow users to track their progress over time. T also offers a range of accounting features, including invoicing, billing, and payroll. Users can create and send invoices, track payments, and generate reports on income and expenses. The application's payroll feature allows users to manage employee payroll, including calculating taxes, deductions, and benefits. In addition to its accounting features, T also offers a range of business management tools. These tools include project management, inventory management, and customer relationship management (CRM). Users can track project progress, manage inventory levels, and communicate with customers and suppliers. T is designed to be highly secure, with robust encryption and security measures in place to protect user data. The application also offers a range of backup and recovery options, ensuring that users' data is always safe and accessible. T is available on a subscription basis, with pricing starting at $99 per month. Users can access the application from any device, including desktop, laptop, and mobile, and can access their data from anywhere in the world. T has been designed with the needs of small businesses in mind. It is easy to set up and use, and it offers a range of features that can help businesses save time and money. The application's customer support team is available 24/7 to assist users with any questions or issues they may have. In conclusion, the SaaS Accounting web application, T, is a comprehensive solution designed to streamline financial management for businesses of all sizes. With its intuitive interface, powerful features, and robust security measures, T enables users to efficiently manage their finances, track expenses, generate reports, and make informed decisions. Whether you are a small business owner or a financial professional, T is the perfect solution for your needs.

opportunity

Odoo V17/V18: Setup of access rights and creation of own app

1) I would like to use a running Odoo Community installation (version 17 or 18) for a group of users with very limited access rights, so that they cannot see or use the mail and contact applications, and only have read-only access to the project application (only see the list of projects) and a custom application to be created (see task 2). This limitation should be realised by using the Odoo permissions and/or by customising the menus, and by using a suitable structure (probably a group) to easily assign these settings to each new user created. 2) Within the Odoo Community installation (version 17 or 18) an own application should be developed/integrated. This application should access (read and write back) a certain part of the user-specific database content, but should be a web application coded in Python based on the Holoviz/Panel framework. Such a simple web application is already available and would be provided (alternatively a sample Holoviz/Panel based application could be used), so the task is to integrate such a Holoviz/Panel web application into the odoo system. The first task, which should be quite limited, could also be separated from the second task, especially if the second task needs more clarification before it can be offered with a fixed price budget. But the request for the second task will follow, and probably more tasks, so you are encouraged to offer your services, especially if you have not only some knowledge of odoo, but also experience with Python programming and preferably also with Holoviz Panel and/or Bokeh based applications.

I need a NetSuite expert to create custom reports

I need a netsuite expert to create some custom reports. We have the ability to see customer spend etc by financial yr by default but need to see data by calendar yr - I need somerone to create reports that show this. Also could do with some way of having netsuite data visualised because it's hard to present data visually in NS currently.

Leads to ZOHO

I need someone to automate leads from the website and meta into Zoho CRM

Elastic Expert Wanted

Hi, I need an elastic expert to look at my current setup and advise changes. Regards Simon

opportunitypre-funded

HR system

The HR system will be designed to cater to the specific needs of a construction company that also recruits tradesmen from overseas. It will include features such as employee management, payroll processing, time and attendance tracking, benefits administration, and compliance with local labour laws and regulations. The system will be user-friendly and accessible from any device, allowing employees to access their information and manage their benefits on the go. It will also provide with real-time insights into employee performance and productivity, enabling them to make informed decisions about staffing and resource allocation. The system will be scalable and customisable, allowing the company to grow and adapt as its needs change. Additionally, it will integrate with other systems and software used by the company, such as accounting and project management software, to ensure seamless data flow and reduce manual errors. The project will be completed in phases, with the initial phase focusing on employee management, visa sponsorships and payroll processing. Subsequent phases will include time and attendance tracking, benefits administration, and compliance with local labour laws and regulations. Eventually, the system will allow other companies to subscribe for HR services

An Innovative, AI-Driven Recruitment CRM

Project Brief for Freelancers: Development of An Innovative, AI-Driven Recruitment CRM Overview a cutting-edge CRM designed to revolutionise recruitment through intelligent automation, gamified user experiences, and a visually vibrant interface. This project is an opportunity for developers to work on a scalable platform aimed at transforming recruitment efficiency and engagement. Project Goals Engaging and Vibrant UI/UX: Create a CRM that’s visually appealing with cheerful colours, playful fonts, and high-quality graphics. Integrated Training Modules: Develop an embedded e-learning platform for easy access to training materials. Efficient, Compliant Onboarding Process: Implement workflows for document submission, background checks, and compliance, including safeguard checking integration to streamline security checks (e.g., DBS in the UK). Re-engagement Tools for Inactive Staff: Set up segmentation tools and automated messaging for reactivating potential candidates. Integrated Communication Channels: Embed SMS, email functionalities, and a mobile app for real-time communication. This should centralise all communications within the CRM to avoid scattered messaging. Interactive and Gamified Timesheets: Create a gamified timesheet submission experience. Automated Marketing & Lead Generation: Develop AI-driven tools for automated marketing and lead generation. AI-Powered Job Matching: Build a custom matching algorithm based on candidates' skills, preferences, and specific attributes, providing a bespoke matching advantage. Compliance Management: Compliance tracking for certifications and legal requirements, freeing up administrative time. Automated Invoicing and Xero Integration: Streamline financial transactions and invoicing, reducing manual errors. Gamified Performance Metrics: Add game-like elements to track and celebrate achievements. Personalised Avatars and Rewards System: Enable staff to create avatars and earn rewards, fostering engagement and motivation. Group and Individual Competitions: Design leaderboards and competition features to foster healthy competition and teamwork. Interactive Dashboard with Feedback: Build a dashboard that shows real-time progress, rewards, and achievements in an intuitive, engaging way. Client Rewards Programme: Implement a points-based rewards system where clients can earn and redeem points for bookings or engagements. VoIP Integration: Integrate a VoIP system for one-click calls, call tracking, and conversation logging, centralising communication within the CRM (potential providers include RingCentral, Twilio, or 3CX). Recruitment-Specific Functionalities To ensure that the CRM is fully tailored to recruitment needs, please integrate the following: Candidate Management: Develop features to track candidates through each stage of the recruitment process (e.g., sourcing, interview, placement). AI-Powered Job Matching: Explain that matching is based on specific candidate skills and preferences for a tailored experience. Safeguard Checking Integration: Integrate background and safeguard checking tools (e.g., DBS checks) as part of compliance tracking. Re-Engagement and Talent Pooling: Enable segmentation of inactive or dormant candidate data, with automated notifications for reactivation. Onboarding Automation: Detail the automated steps required in the onboarding workflow, such as background checks, compliance, and digital document submission. Integrated Communication Channels: Ensure that the CRM includes centralised SMS, email, and VoIP functionalities for efficient candidate and client communication. Client-Specific Features: Include tailored tools for clients, such as a points-based rewards system and one-click booking capabilities. Developer Requirements Proven experience with CRM development, ideally with recruitment or gamified platforms. Familiarity with AI/automation tools, LMS systems, and data security practices. Ability to integrate UK-specific compliance requirements and handle data protection with secure architecture. IP and Code Ownership Ownership of the source code and IP will remain with the client to allow for future scalability and potential resale.

Monday.com Automation Setup & Training

Monday.com Automation Setup & Training, Project goal To effectively set up and automate stages in monday.com for a mortgage broker, enabling efficient update communication with clients, realtors, and lawyers. Scope of work - Set up tailored stages in monday.com for mortgage processing. - Automate the stages to send update emails upon movement to a new stage. - Guide and train on setting up and automating stages within the platform.