Archive

Archive for the ‘Crm’ Category

Social Crm On Cloud

January 31st, 2012 Comments off

We are seeking for developers that have experience in building a
1) Social CRM
2) Must have knowledge of building Multitenant CRM
3) Must have knowledge on Cloud platform like Heroku
4) Must have knowledge in Ruby on Rails and PHP and MYSQL
5) Experince with a telephony software that integrates with other application will be a major plus
6) Knowledge of building platform as a service like force will be a major asset

If you have the following expertise please respond looking to start t…

Workshop Followup Software

January 30th, 2012 Comments off

Hi all,
Please check the attachment on our requirement.We are a training based company focusing on workshops/events and we like to have an internal website with which we send proposals to our customers to get in business deals for the workshops.It needs to have an admin panel.

Please check the PPT on my requirements, I need it as like that, it should be able to send out emails.

Please feel free to ask for any clarifications on the same.

Crm System Needed

January 19th, 2012 Comments off

Small business on a budget is looking for a website developer or a team of developers to code a complex quote and order processing system for our company in the promotional merchandise industry. Most of the design and all the graphics will be given to you. I expect you to read the project description thoroughly, make sure you understand it and that you can deliver it. I am looking for someone with good knowledge of website design, php, ajax and javascript.

What we do:
We sell printed promo…

Website Design And Crm Programming For A Social Network Site

January 19th, 2012 Comments off

Hello,

Please read this project in full before placing your bids.

I am looking to create a website that has all the social network features of MSM Messenger, Facebook etc, for example text/cam chat, member searches and status updates, but also has the additional functions of viewing, uploading, and adding favourite videos and music mp3 files similar to YouTube.

Please provide examples of similar sites you have worked on in the past.

I look forward to your quote

Kind Regards

Chr…

Membership Site / Crm / Lead Generation

January 4th, 2012 Comments off

Payed/free membership site / different memberships /
based of different subscription plans /
with a CRM system Adressbook/Tasklist…. for each member

just like the system
@https://www.prosperitycentral.com

but without the functions found at
Dashboard / Email Inbox
Dashboard / Voicemail Fax
Marketing
Training
and Support system

you may create a free acount or look at the attached pdf file to see the functions

The Whole System should be made with php/mysql (feel free to…

Complete Vtiger Custom Crm

January 2nd, 2012 Comments off

Need To Hire For Final Changes to Vtiger For a Custom Real Estate CRM.

Our product is 95% complete and we are looking for someone to make some simple customizations in Vtiger and complete the project.

The changes and addition needed are broken down in the image files that will be sent upon response.

Overview of needed changes are to correct default status of certain fields, change yes and no to drop down to accommodate a

Need Crm Expert. Prefer Vtiger For Few Modifications.

December 27th, 2011 Comments off

We would prefer a breakdown of costs for each requirement to help us decide weather to implement the non crucial requirements

our business involves receiving applications for an account with us, via webform.
applicant usually needs to send us documents that we email/collaborate with a third party for approval.

1. Webform submit to CRM.
A user will fill out an application for an account with us on a webform at
http://www.easycharge.net/1/application.php
(the submitted data should cr…

Openemm – Customization And Integration To My Crm Dbs

December 27th, 2011 Comments off

Need very fast team to customize displays, and integrate my openemm install. Need to build simplified campaign manager around it. I have already created page templates/designs and have in PSD, and can slice if needed.

This job is very urgent.

Installing Elastix Vtiger Crm Script

December 17th, 2011 Comments off

We are seeking for a Elastix script expert to install elastix integrrated with vtiger crm software

Elastix is an Open Source Sofware to establish Unified Communications

You must have knowledge of vtiger crm software integration with elastix and also have a good programming knowledge of Asterisk .
Asterisk Dial Plan programming

Configure Asterisk dialplans for your billing solution which can consist of authenticating users from agi scripts, checking balance, getting rates for the destin…

Data Entry – Load Sales Leads Into Vtiger Crm

December 16th, 2011 Comments off

I have approximately 300 sales leads that I need load into Vtiger CRM. Each lines has 10 to 15 fields of date. I am willing to pay .10 US per lead entered. This is data entry only no programming required.

Categories: Crm, Data, Data Entry, VTiger Tags: , , , , , ,

Sales Crm

December 13th, 2011 Comments off

We are looking for a sales crm which we can log sales from the sales team. Check leads and so on. The only functionality is that we wish it to have an iPhone app so we can use it on the go.

Changes To Vtiger Invoices To Allow Negatives (credit Notes)

December 7th, 2011 Comments off

At present vtiger invoices do not allow negative quantities or totals. I want to change this so I can enter credit notes & report on them

This is a fairly common request and the process has been documented on their forum but I don’t have time to pursue this myself at present.
One solution is at http://forums.vtiger.com/viewtopic.php?f=96& t=32219

I have a ‘test’ copy of vtiger up and running, you can have access via team viewer or I can send you a copy of the database & folders. Once you’…

Categories: Crm, MySQL, PHP, VTiger Tags: , , , , , ,

Crm Blog – Writers Required

November 30th, 2011 Comments off

We are looking for gifted blog writers to contribute content for our blog on the world of Customer Relationship Management. We are a well established CRM software company which caters to numerous industry verticals for sales, services and marketing.

Shortlisted blog writers will be required to submit well written articles with minimal grammatical errors and clearly comprehensible content. The acceptable length for articles is 500 words and more. Pay-outs for published articles are through Pay…

Website Design And Crm Programming For A Social Network Site

November 29th, 2011 Comments off

Hello,

Please read this project in full before placing your bids.

I am looking to create a website that has all the social network features of MSM Messenger, Facebook etc, for example text/cam chat, member searches and status updates, but also has the additional functions of viewing, uploading, and adding favourite videos and music mp3 files similar to YouTube.

Please provide examples of similar sites you have worked on in the past.

I look forward to your quote

Kind Regards

Chr…

Vtiger Crm Module

November 26th, 2011 Comments off

Our company operates on small construction and repair services. We’ve used VTiger for over a year now.

Features we have used are invoices, quotes, work orders (my modification) and clientbase+contacts.

So far we have used OSS called Collabtive for tracking time (hours worked on a job) now we have came to a conclusion that all information has to be in one DB, operated through one software.

So for starters we need a ‘timetracking’ module for Vtiger 5.3

See the image attached (calendar…

Multiline Grid Control – Ms Dynamics Crm 2011 Online

November 19th, 2011 Comments off

Add a grid control with a row height of 8 lines . I have an entity called NTES – related to contacts. Add a grid control to the CONTACT form to display the NTES .
Display the first 8 lines of the DESCRIPTION field. Each row will be 8 lines high.
Must have the ability to:
- vertical scroll on “description” field
- Change row height and save it
- The grid data columns are based on CRM views and associated views – ability to filter the view – sort the view – change the columns – select the…

Categories: Crm, Editing Tags: , , , , , ,

Microsoft Dynamics Crm

November 18th, 2011 Comments off

Hello,

We need provider for a project which requires following work to be done as soon as possible:

1. Setup Microsoft Dynamics CRM
2. Manage Sales Module

Bids must be less than 20 USD. Bids exceeding more than this will not be considered. Providers must send their relevant work samples.

Please message me asap so that i can provide you with more details.

Regards,
Saurabh

Microsoft Dynamics Crm

November 17th, 2011 Comments off

Hello,

We need provider for a project which requires following work to be done as soon as possible:

1. Setup Microsoft Dynamics CRM
2. Manage Sales Module

Bids must be less than 100 USD. Bids exceeding more than this will not be considered. Providers must send their relevant work samples.

Please message me asap so that i can provide you with more details.

Regards,
Saurabh

Prepare Scope Of Work For Crm Platform Integration.

November 14th, 2011 Comments off

My client would like us to create a eCRM leveraging on their client existing platform called autoline, which is crm to manage their customers, who are car buyers. Airline helps the car manufacturer identifies its customer in the customer life cycle. Meaning, knowing when is the next service, when the car was bought, registration, etc.

I Need A Crm System

November 12th, 2011 Comments off

Hello I need for lastest tomorrow a simple php script and here is the description of what i need

1- Admin Panel (where i can add, edit,suspend, delete users with different priviledge of accessing different parts of the site)

2- with a Program or Campaign Creator( where i can create different projects with names and where i can also add order forms to this projects with different type of fields, such as textboxes, radio buttom, check etc…. this form will be save and send to a diferent user with a priviledge to change status on those orders and write notes etc…, if forms incorrect that those forms can be return to originator and back and forth.)

3- an area where i can add, edit and delete this status for the forms myself.

4- a login page for the users to login and where they can choose the project they work on

MORE INFO WILL BE GIVING TO CHOOSEN BIDDER, is a small project and time frame is a must the person chossen must be able to finish project by tomorrow the latest needit ready by monday.

NOte: if you have something done in PHP mysql similar to this CRM that i am looking for i am willing to test and buy right away it would be better and faster

Recruiting Crm/ats

November 2nd, 2011 Comments off

I want to create a client login area to be used as an customer relationship management system/applicant tracking systems. User will be able to use the site to view resumes that we upload, as well as resumes received through applicants from the an existing jobsite, or other outside sources. Resumes uploaded should also be stored in database form so it searchable based on key words. User can then manage the recruiting process through our website, move the candidate through various stages like cold call, interview, offer, etc. The system should also allow users to schedule calls and tasks. All activity should be logged for historical reference. User should be able to send out emails from the system and schedule events possibly linked to google calendar.

I also want the ability to have client set up email campaigns on a scheduled basis to email addresses pulled from the resumes.

Overview
Need a system that serves as both a customer relationship management system and application tracking system. This should allow users to view resumes, perform email marketing campaigns on a scheduled basis, track activity ie: calls, emails, scheduled interviews, and schedule tasks such as follow up calls and interviews. The user should be able to categorize candidates at different stages of the recruiting process, such as left message, scheduled call, 1st interview, etc.

Applicant tracking system
Allow resumes to be imported into the users account preferably by sending resumes to an email address. This may require using resume parsing technology.
Resumes may also be imported through applicants applying online for a position through agenthire.net custom web page.
Resumes should be searchable based on key words and sorted by different columns such as date imported.
User should also be able to manually enter in candidate and upload resume.
User should be able to track candidates through the recruiting process in various stages and indicating interest level in candidate, example assigning candidate as hot.

Customer Relationship Management
Schedule calls for candidates
Log activity
Send emails and log, using gmail
Schedule task
Provide integration to google calendar for interviews

Email marketing
Allow users to create custom email templates that can be sent out in mass on a scheduled basis. Have emails sent via gmail or other means.

Limelight Crm Html Fix

October 31st, 2011 Comments off

I would like 2 options instead of 6

(example of 6 option layout here: http://www.ezcurler.com/checkout/checkout.php)

1-trial (drop down 3 colors)
2-one time payment (drop down 3 colors)

only 1 or 2 selectable with 1 color

please help me code this quick with php code attached.

Sugar Crm Expert Needed

October 30th, 2011 Comments off

I want some bugs to be fixed in the sugar crm. Please tell me your

availability.

Sugar Crm Authorize.net Plugin

October 21st, 2011 Comments off

We need someone to create a link between SUGAR CRM and Authorize.net

We want to be able to bill clients via their credit cards through Sugar CRM.

Php/html X4 Page Website From Psd Design Plus Custom Crm

October 17th, 2011 Comments off

Hello,

I require a 4 page website (Home/Services/Testimonials/Contact) to be built from a PSD design. It can be built using PHP or HTML depending on your preferred technology as the pages will need the ability for customers to login to a user page.

The CRM is for a management company, so requires 3 parts, client login, super user login and contractor login. To simplify the client will login, book a job, the super user will confirm the price and delegate the job to the contractor. The system will need a PMB system so clients can communicate and will have simple text, number and drop down boxes to record and display prices, addresses etc.

I look forward to your best prices.

Kind Regards

Chris M

Write 10 Content Pages – Crm Related Website 2

October 15th, 2011 Comments off

***Native English speakers ONLY***

2 days job. 5 articles delivered today. 5 more delivered tomorrow.

Looking for a talented writer to write quality, 100% original content for a CRM service provider. Technical background and good marketing-writing skills are required. Each page should be between 400-500 words.

Crm Related Website – Write 10 Content Pages

October 14th, 2011 Comments off

***Native English speakers ONLY***

2 days job. 5 articles delivered today. 5 more delivered tomorrow.

Looking for a talented writer to write quality, 100% original content for a CRM service provider. Technical background and good marketing-writing skills are required. Each page should be between 400-500 words.

Write 10 Content Pages – Crm Related Website

October 14th, 2011 Comments off

***Native English speakers ONLY***

2 days job. 5 articles delivered today. 5 more delivered tomorrow.

Looking for a talented writer to write quality, 100% original content for a CRM service provider. Technical background and good marketing-writing skills are required. Each page should be between 400-500 words.

Write 10 Website Content Pages – Crm Relate Website

October 11th, 2011 Comments off

***Native English speakers ONLY***

2 days job. 5 articles delivered today. 5 more delivered tomorrow.

Looking for a talented writer to write quality, 100% original content for a CRM service provider. Technical background and good marketing-writing skills are required. Each page should be between 400-500 words.

Write 41 Content Pages For A Crm Website

October 5th, 2011 Comments off

***Native English speakers ONLY***

Looking for a talented writer to write quality, 100% original content for a CRM service provider. Technical background and good marketing-writing skills are required.
There are 40 pages for the website + 1 page product description (not related to CRM). Each page should be between 400-500 words.

Deadline – 4 days.

Vtiger Customisation

September 1st, 2011 Comments off

Need some customisation work done on a vitger CRM application including..
creating custom PDF form templates like invoices, email templates. Create custom reports. Modify default view for users. More information attached

Many thanks

Capsule Crm For Codexo

August 31st, 2011 Comments off

2 forms on site have to connect to capsule and capture data
=======
http://www.magicclean.ca/corporate-estimate-or-appt/
this is corporate and creates a company account with a user account for the employee
You have to login to see and check
found here: https://magicclean.capsulecrm.com/parties
see organizations tab on right
https://magicclean.capsulecrm.com/parties/add_organisation
===========
http://www.magicclean.ca/appt-or-estimate/
this is estimate form
add person data
https://magicclean.capsulecrm.com/parties/add_person
its harder to find in capsule, but enclosed screen shot should help
the custom fields are located in this link once logged in
https://magicclean.capsulecrm.com/settings/customfield/opportunity

In the magicclean site in the 2 forms they have to match up to
both data capture in capsule
for estimate I did it and have it saved and thin correct?
for corporate I had no clue how to do so its needs your help + css for both

Categories: Crm, CSS Tags: , , , , , ,

Direct Response Crm Cart Clone

August 31st, 2011 Comments off

This project is for a direct response crm clone. It is basically a cart system that is specialized for direct response. You can see an example of this type of system if you search for Response CRM, although we’re not looking for all of the same functionality. Some of the functionality includes:

-Direct Response Shopping Cart
-Flexible Web Forms
-Custom Fields in Forms
-Permission-based User Access
-Customer Analytics
-Automated Data Export
-Integrate with payment gateways
-Integrate with fraud prevention system
-Post Transaction Up-Selling
-PCI Compliant
-Integrate with autosresponder systems

This is much simpler than a full cart and will be built out in stages.
Please contact me for further details.

Custom Idx With Crm

August 29th, 2011 Comments off

I am looking for someone to build a idx solution with back end behavior management of the leads,

I saw someone posted a project for you guys thats very similar, it appeared that you completed the project. Are you familiar with Real estate idx programming.

see job I found online (my job is very similar) did you guys do this project?

http://www.scriptlance.com/projects/1311029885.shtml

Multiline Grid Control – Ms Dynamics Crm 2011 Online

August 24th, 2011 Comments off

Add a grid control with a row height of 8 lines . I have an entity called NTES – related to contacts. Add a grid control to the CONTACT form to display the NTES .
Display the first 8 lines of the DESCRIPTION field. Each row will be 8 lines high.
Must have the ability to:
- vertical scroll on “description” field
- Change row height and save it
- The grid data columns are based on CRM views and associated views – ability to filter the view – sort the view – change the columns – select the view
- allow for opening of the record for editing
- Allow for grid to be placed on on a collapsible tab on the form (much like you can do with any CRM tab on the form)
- Performance – do not slow down the opening of the CONTACT form by more than 1 second

DISPLAY THE FIRST 8 LINES OF EACH ROW ON NTES GRID

Categories: Crm, Editing Tags: , , , , , ,

Grid Control – Ms Dynamics Crm 2011 Online – Preview Pane

August 24th, 2011 Comments off

Add a grid control with a preview pane.
I have an entity called NTES – related to contacts. On the contact form I need create a subgrid with a preview pane. When you click on an item in the subgrid it displays the DESCRPTION field in the preview pane.
Must have the ability to:

- The grid data columns are based on CRM views and associated views – ability to filter the view – sort the view – change the columns – select the view
- allow for opening of the record for editing
- Allow for grid to be placed on on a collapsible tab on the form (much like you can do with any CRM tab on the form)
- when the contact form opens the first row is displayed
- Performance – do not slow down the opening of the CONTACT form by more than 1 second

ADD A PREVIEW PANE TO THE NTES GRID

Categories: Crm, Editing Tags: , , , , , ,

Sugar Crm Changes

August 19th, 2011 Comments off

We have installed sugarCRM on our server we would like someone to make it look the same as our corporate website, we also need some coding done to add some more functionality for us:
We require:
Change of colours and logo;s etc, for both the login screen and the screen once logged into the system
Intergration into our wordpress site to create users based off logins so only one is needed for the entire site.
a new function added to the sugarcrm, we need a salesperson scoreboard, so for each day they work they will input data which can then be graphed against others to show the salesperson that is selling the most or is the most efficient.
it also has a spot where leads are input aswell as contacts for our email contact list
I have attached a copy of what the daily data sheet looks like and the fields that are required, this will become a new page in the CRM system

we also need to sync the calander from sugar to our outlook calanders
we also need to push the contact details to our icontact database.

this is a very urgent job and would need to be fully completed within a week of approval to start the work.

any questions let me know!!

Mysql Database Creation

August 17th, 2011 Comments off

A current project that we are doing requires coding to be doing using MySQL via various open source programs. Let me explain.
We have an open source CRM called VTiger. We would like to fully utilize is functions as well as connect its MySQL database with other open source programs i.e. email marketing software, sms gateway software, etc.
We offer services via many companies and mediums: IT Company, Real Estate, Marketing, and Entertainment. Using Vtiger as the house CRM it will house all user/clients respective of the
industry it is associated with.
Project 1 – Database Organizer

The VTiger database would need to be setup to:
1. Identify what user is related to which company via a

Crm Integration

August 5th, 2011 Comments off

CRM integration for ZOHO CRM/ WordPress website

Basic Crm System To Be Built In Php/ajax – Needed Fast

July 27th, 2011 Comments off

We are looking for a team of programmers from Romania to do the following project:

We need a system for managing clients and subscriptions. It needs to be built fast, from scratch and at an exceptional quality level – we will do code reviews.

The system will receive new client info thru an URL call (containing client name, e-mail, address, etc). It will need to add it to the system and send him a welcome e-mail and details (e.g. login username/pass).

The system will have to be made out of the following main components:
1) Support
it has to be a ticketing system, where we can trace the whole communication (some made thru e-mails or support tickets – by filling a stand alone form, others by phone). It is ok to use an open-source system as long as it’s going to be fully integrated with the rest of the system

2) CRM = what customer did what and when
It would start out as a log per customer. When was he registered? What did he order? Did he change settings? When did we ship (shipping is made periodically – should be editable for each product – how often and default quantity)? When did he contact us? Status of support tickets, etc.

3) Shipping = ability to export a number of leads in csv and mark them as sent in the system (e.g. there will be a place where one can download a csv containing 50 leads which were not shipped yet, and once downloaded they will be marked as shipped on that day).

4) subscription system – clients can login and change profile info & subscription – change product, quantity (if they don’t want the default quantity but more or less, etc

Users should receive e-mails upon all actions (when product is shipped, when they upgrade their profile info, etc)

All e-mails should be editable, and should contain placeholders (for the username/pass for example).
The system will have to be made in English and there will be clients from various countries, so it needs to be possible to set the e-mail templates in each of the languages.

Please ask if you have any questions,

We will need the system up and running in two weeks.

When making a big please confirm you understood what needs to be done and that you are able to do it in the required time. Please also specify the technology you would use.

Bear