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Vtiger Setup / Customization

We are looking for some help enhancing Vtiger. Below is a list of what we need but we will need to have some training on vtiger so English will be required.

Task

Streamline/Configure VTiger modules/screens/fields for the company users based on discovery findings.

>>Configure Contact Screen/List View

>>Configure Account Screen/List View

>>Configure Leads Screen/List View

>>Configure Potentials Screen/List View

>>Configure Trouble Ticket Screen/List View

>>Configure Sales Order Screen/List View

>>Configure Invoice Screen/List View

>>Configure Quote Screen/List View

Lead Scraper - Web leads auto-import immediately into VTiger (This includes one data source/template.

Web Form Importer/API - Web leads auto-import immediately into VTiger Module

VTiger Streamlined Call Processing - One place to make calls and see everything that's needed (call/email history, etc) to be effective Module

Quick Call History Module

Email Linker - Integrate incoming and outgoing emails from any email client so they are available in VTiger for review Module

Enhanced Email Linker - Streamlined processing for unlinked emails. Management reports. Module

Boru VTiger Replacement Calendar - lets you work in VTiger while using a "GMail-like" Ajax Calendar. This will allow you to take advantage of the many benefits of VTiger while not getting frustrated because the calendar doesn't work as well as you want. Module

Quote Templates - Memorize frequently used quotes and use them as templates for future quotes. Module

VTiger Digital Signature - When a client signs a document electronically -- the signer's location and IP address are logged automatically, as are copies of the signed document and the signer's signature. Module

Boru Quick Add Tasks - Create module-specific task lists and apply them to leads, sales orders, trouble tickets, and more -- if it’s in vTiger, you can use Activity Quick Add to streamline your scheduling process. Module

VTiger Replacement Dashboard Module

VTiger Fast Import Module

VTiger Activity Timer Module

VTiger Appointment Confirmation Module Module

VTiger Enhanced Lead Conversion Module

Enhanced Contact Search - Search multiple fields at once. Less clicks to find the contact you want. Search accounts and contacts at the same time. Module

Enhanced Trouble Ticket Module

Google Contact/Calendar sync (per user - one time) Module

Google Docs Integration Module

Enhanced Workflow/Drip Campaign Builder Module

Quickbooks Integration with vTiger - Create accounts/contacts, invoices, etc in Quickbooks. Display Quickbooks history in VTiger. Module

Payments Module - Display payments linked to an invoice. Module

Popup Summary - If you have a lot of fields on your screen but normally need to see only a small subset of those, you can save youself a lot of scrolling. You will build your own popup screen that will show only those fields and the last 3-6 activities. Module

Automated Backups Module

Forced User Settings Module

Tweak dashboards

Consulting - We need to speak to someone for a couple hours for training etc

Data Migration

>>Pending Activity, Historical Activity, Notes

>>Historical Emails

Login page with attractive design

Phone Integration

Permissions

Customized PDF Output for Invoice, Quote, etc.

PDF Maker Add on Program - Customize your Own PDF's Module

Kĩ năng: Tiếng Anh (Mỹ), vTiger

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Về Bên Thuê:
( 0 nhận xét ) Yemen

ID dự án: #6287886

6 freelancer đang chào giá trung bình $1433 cho công việc này

PHPFreelancerSL

Dear Sir, Yes I can do this for you. This is also why you must select me to this project, 1. I have more than 3 years experience in VTIGER and more than 5 years experience in PHP/MySQL development and developm Thêm

$2000 USD trong 20 ngày
(22 Nhận xét)
5.1
radus28

HI I have sufficient experience in vtiger. Please check my freelancer profile for further details However I am working with Mexican and Australian client outside of freelancer. You requirements are simple but Thêm

$1250 USD trong 20 ngày
(11 Nhận xét)
5.0
hunterboss

Dear friend I am Linh. I am Top Vtiger Developer and have deep experience in Vtiger [ 5.3 or 5.4 or 6.0]. I am glad and ready to develop this jobs for you. I talked with Eva Bandelj - she is Freelancer Assista Thêm

$1505 USD trong 20 ngày
(11 Nhận xét)
4.5
otssols

Hi, Thanks for your post ! ...As per my UNDERSTANDING :You want us to enhance vtiger CRM as per the modules you shared. ----- We would be happy to assist you and have considerable experience in vTiger. ...We are curren Thêm

$1340 USD trong 15 ngày
(0 Nhận xét)
5.6
vsminfotechindia

Hello, We are expert in Vtiger Crm , almost worked in all features and modules of Vtiger. We are proficient in version 5.x and 6.x. Please login with details on example , You will be happy to see our skills with Vtiger Thêm

$1250 USD trong 20 ngày
(0 Nhận xét)
0.0
deeptha20091987

We are the official partner for Vtiger CRM in Asia and Africa, and have helped many companies across both continents in setting up CRM applications on their network including Heritage Bank (Nigeria), VP Bank (Vietnam) Thêm

$1250 USD trong 20 ngày
(0 Nhận xét)
0.0