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Custom CRM application SugarCRM

I need a custom CRM application that is easy and intuitive to use yet very powerful and will help stream line process.

SugarCRM open source has many of the futures needed but it is lacking in design and is over complicated.

The application needs to provide the following:-

Contact Management

Holds all contact and account information as has the addition of placing the account on stop and private internal notes.

Sales Management

Quotes (allowing the formal quote documents to be attached)

Quote to order (opportunity to raise a Project)

Order processing (order stock from supplier)

For Projects:- A Project owner is assigned and tasks can be created for groups /individuals that links to the resource scheduler.

Resource scheduler:- calendar that allows people and or equipment to be allocated time to a job. This is going to be displayed on a monitor showing the person allocated to a customer each day / week.

Documentation:- Documents are linked to customers and orders and or tasks, the documents are quotes, statements of work, drawings, product information….

Invoice one off and reoccurring option for monthly charges. This must have the option to set paid / unpaid.

Product Management

Stock control:- Booking stock/inventory in from suppliers, Performing rolling inventory/stock takes, Picking stock for customers orders (pick list) and manager write off.

Service Contract :- start date and end date, list or products selected. Number of used support hours shown (update from help desk)

Raise order / PO for out of stock items listed by supplier. Price paid is also shown

Service Management

Open support tickets change the ticket type to Incident, request or change (if change ticket approval is required (tick box))

Customer details shows helpdesk staff if an active support contract is in place and the number hours used.

A button to list customers assets and link the ticket to an asset

Quick ticket opening for helpdesk staff

Customer updates sent via email and a portal view they can log into to view ticket

Asset management

Customer assets are tagged and the information held as a record, the asset is linked to help desk tickets and confirms if covered by a support agreement and reoccurring faults can be easily identified.

SugarCRM (open source) seems a good match but needs customising and a complete change to the GUI and needs to link with exchange or outlook at least.

A second stage is to add iPad support to field engineers so this functionality must be considered…

There will be an need for support and corrections on an on-going basis so please advise the cost of support

Kỹ năng: CSS, MySQL, PHP, SugarCRM, Thiết kế trang web

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Về Bên Thuê:
( 0 nhận xét ) United Kingdom

Mã Dự Án: #1703894

9 freelancer đang chào giá trung bình $663 cho công việc này

auriclesoft09

Hi We are CRM/ERP/POS/Custom Software solution providing company. As your requirement fits to our profile, we are really interested to deliver this project. For more details please see your Personal Message. Re Thêm

$720 USD trong 28 ngày
(20 Đánh Giá)
5.6
desigmbooms

Experts here please check pmb for more details. Thanks

$650 USD trong 25 ngày
(10 Đánh Giá)
5.0
eclipsian

Hi Please check our offer at your private message. Regards, Eclipse Technology Solutions

$450 USD trong 7 ngày
(5 Đánh Giá)
4.7
pawanyadav777

hi sir Dolphinesoft is a professional Software Development Company providing complete IT solutions. website designing, software development and internet marketing and full featured web services including B2B and B2C e Thêm

$650 USD trong 30 ngày
(1 Đánh Giá)
3.4
lancerdesk

please see pm

$700 USD trong 30 ngày
(2 Đánh Giá)
2.9
exaltedsol

please see pmb

$600 USD trong 30 ngày
(4 Đánh Giá)
2.5
K2SPVhl81

Custom Software Development - <b><i>Removed by Admin</i></b>

$750 USD trong 1 ngày
(0 Đánh Giá)
0.0
hasanshzd

A Suggestion. Wanted a customize CRM application go for vTiger CRM instead of Sugar. More flexible, true open source and definitely less complicated. If interested in it check PM.

$500 USD trong 30 ngày
(0 Đánh Giá)
0.0
CorelynxInc

Hello, We are a Silicon Valley (California) based Enterprise Software Development Company ([url removed, login to view]) with extensive experience in developing complex business applications, online commerce solutions and CRM Thêm

$945 USD trong 32 ngày
(0 Đánh Giá)
0.0