I need a crm developed with an integrated website that allows 2 way communication
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Description
Experience Level: Intermediate
I would like the selected person will work with me to develop the crm and website. afterwards I would like them to be available for changes, troubleshooting, upgrades, etc.
crm with levels for 1 clients and contacts, 2 lien holders and contacts, 3 order information, 4 repossession companies and contacts, 5 invoicing, 6 auto auctions and contacts, 7 employee information
Note fields that are time stamped for every entry
must be able to communicate thru email (outlook), be able to attach documents, have reporting capabilities, and multiple search options.
it must be able to automatically send out statuses via email to clients
track open repossession orders
Integrate with the website to receive orders and attachments singularly and batch uploads.
multi-user sign-ins to website allowing clients to see their orders, but not any other client orders.
auto-send email alerts when clients place orders or make changes to an order.
High security
I currently use telemagic which is an archaic crm developed by visual foxpro
attached is an example of the orders page of our current database
crm with levels for 1 clients and contacts, 2 lien holders and contacts, 3 order information, 4 repossession companies and contacts, 5 invoicing, 6 auto auctions and contacts, 7 employee information
Note fields that are time stamped for every entry
must be able to communicate thru email (outlook), be able to attach documents, have reporting capabilities, and multiple search options.
it must be able to automatically send out statuses via email to clients
track open repossession orders
Integrate with the website to receive orders and attachments singularly and batch uploads.
multi-user sign-ins to website allowing clients to see their orders, but not any other client orders.
auto-send email alerts when clients place orders or make changes to an order.
High security
I currently use telemagic which is an archaic crm developed by visual foxpro
attached is an example of the orders page of our current database
Bob B.
100% (1)Projects Completed
1
Freelancers worked with
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Projects awarded
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Last project
21 Aug 2017
United States
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Bob
Present site url, do you need data migration to the new crm from old?Bob B.16 Jun 2017yes, I will need data migration from the old to the new
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I develop this kind of the CRM in php framework . Fully web application manage by the different- different users
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