CRM System
- Posted:
- Proposals: 12
- Remote
- #783361
- Awarded
Leeds 
Description
Experience Level: Intermediate
General information for the business: We are a B2B business that deals with commercial services for reductions to businesses
Kind of development: New program from scratch
Description of every module: What we need is :
A portal / system where we can create new client profile for their business add there business name,telephone number,mobile number, business address, trading as, email,appointment date, surveyors, histroy staff user last work on, note box and few more things to add here.
There are 11 stages on this and each stage will profess the case, the 10 stage is the invoicing stage and 11 is introducer stage to pay introducers.
A stage to assign client referred to outside third party company.
Description of requirements/functionality: Finally report is very important we will need to be able to print on each stage a report.
Looking forward to assign this work asap.
OS requirements: Windows, Mac OS
Extra notes:
Kind of development: New program from scratch
Description of every module: What we need is :
A portal / system where we can create new client profile for their business add there business name,telephone number,mobile number, business address, trading as, email,appointment date, surveyors, histroy staff user last work on, note box and few more things to add here.
There are 11 stages on this and each stage will profess the case, the 10 stage is the invoicing stage and 11 is introducer stage to pay introducers.
A stage to assign client referred to outside third party company.
Description of requirements/functionality: Finally report is very important we will need to be able to print on each stage a report.
Looking forward to assign this work asap.
OS requirements: Windows, Mac OS
Extra notes:
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