I need a basic crm/database developed
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Post a project like this3417
$150
- Posted:
- Proposals: 6
- Remote
- #642088
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Mohali
665956128342462202643244723760847007
Description
Experience Level: Intermediate
General information for the business: we are a reclaim company
Description of requirements/functionality: we need additional functionalities on a already in use crm - very basic - application
1. copy the functionality of the crm from one server to another - leaving the original in place
2. add some functionalities to the crm
a) ability to scan and add additional doucments and store on clients records
ability to add clients contact details (later to be used on auto invoicing)
b) ability to add finance function to the clients record
b1) amount recieved in payment
b2) fees deducted (auto 20% vat function to be added)
b3) amount recieved - fees deducted - auto invoice tab - print statement by capturing info from contact details
report downlaod required
1. number of claims submittted - date
2. payments recieved
3. pyments made
Extra notes:
Description of requirements/functionality: we need additional functionalities on a already in use crm - very basic - application
1. copy the functionality of the crm from one server to another - leaving the original in place
2. add some functionalities to the crm
a) ability to scan and add additional doucments and store on clients records
ability to add clients contact details (later to be used on auto invoicing)
b) ability to add finance function to the clients record
b1) amount recieved in payment
b2) fees deducted (auto 20% vat function to be added)
b3) amount recieved - fees deducted - auto invoice tab - print statement by capturing info from contact details
report downlaod required
1. number of claims submittted - date
2. payments recieved
3. pyments made
Extra notes:
Robert B.
94% (31)Projects Completed
51
Freelancers worked with
44
Projects awarded
27%
Last project
31 May 2018
United Kingdom
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