SugarCRM inegration project.
1. Integrate 3CX existing plugin to Sugarcrm
2. Integrate [url removed, login to view] plugin to SugarCRM
3. Integrate Mailchimp plugin to SugarCRM
All of the above are already in Sugarcrm exchange but will need to be installed (3cx will be handled by a 3rd party but wanted you to know that it will be a component, below is the custom work that needs to be done.
1. Pull information from sugarcrm accounts and produce a digital signature page signable on a mobile device. Information such as name, address, phone number, etc. The information for the contract will be preloaded just need to fill in the aforementioned information. Once signed will need to stored in the system.
2. Import into the sugarcrm existing information from existing system that is not sugarcrm, but information can be pulled from a csv file generated from the 3rd party system.
3. Create custom dashboards for the following in Sugarcrm, a dashboard for Executive, Managers, Supervisors and general users.
4. please add a few hours for other custom reports that may be requested.