Archive

Posts Tagged ‘lead management’

Lead Management System

February 4th, 2012 Comments off

Overview of Project
Business Need: I need a Lead management system built in PHP to gather leads from many lead sources and many verticals. Once receiving the lead we need to qualify the leads in a

Lead Management Script

August 12th, 2009 Comments off

Lead Recording Script

Summary:
I need a script that will allow me to keep track of the referral of business from one person to another. I’ll need to have a simple form that has a drop down for each the giver and receiver of a lead, as well as a box for the date, type of lead, and for an amount attached to the lead.

From the admin side I will need to be able to add party’s to the list for the drop down box, and generate the following reports; leads given by person, leads received by person, total value received by person, total value given by person, total (for all people) leads passed for a given date range & separated by type of lead, total value given by date range.

Define Terms:

Person/party/member all are the same, just a person.

Lead means that one person is giving another the information for a potential business prospect. I don’t think it really matters what this is for the sake of programming it.

I’m not a programmer, but it seems to me this could be done in two tables.

First table: Members
This would be a list of members with the following fields

Idx Rets Integration

June 3rd, 2009 Comments off

DX/RETS Search Pages:
Basic Search
Advanced Search
Map Search
Address Search
MLS Listing ID Search
Quick Search
Agent Roster Page
Agent Bio Pages
SEO Friendly Dynamic search results is a MUST

IDX/RETS Lead Generation:
Contact Page
Info Request on Property Detail Pages
Home Valuation Request
Schedule a Showing
Lead Login Page
Property Manager Signup Page
Custom Email Updates for New Listings Automatically emailed to clients with there search criteria.
Email Updates Signup
Saved Properties/Searches Management
SEO Friendly Custom Links – Results Pages
Predefined Subdivision/Area/Keyword Links
Predefined Map Location Links
Predefined Address Links
Predefined MLS Listing ID Links
Slideshow Tool

Listing Showcase:

Turn Key Marketing Site

May 29th, 2009 Comments off

Overview of the System:

This is an all inclusive / turn key marketing system to promote www.mypushbuttonempire.net. However, the script should be written so that it can be tweaked to promote any program.

The system will include 4 main pages; landing page, opted in page, marketing system purchase page, and back office. The system will have a common header and footer throughout.

The main purpose of the system is to generate high quality PBE leads and automatic PBE enrollments

Lead Management Vtiger Crm

May 12th, 2009 Comments off

We are seeking to integrate a Lead management system into VTIGER CRM you must know VTIGER CRM or SUGAR CRM code to do this
The Lead Management system i am looking for a capability to do lead distribution in a workflow or busineess rule manner so when a lead comes in the user should be able to predifine who gets the lead based on the total leads already given to the the total leads every day and if they have not worked the leads then it sholuld be abble to re-distribute it automatically based on the business rules defined either by the user or the manger or the admin

Also mulitple Lead companies should be able to use this system and use this platform as a Lead Distribution Platform

If you already know of a Open Source product that is Web based will be a major plus I dont plan to create the Lead Management System form Ground Scratch . You must be able to integrate all the functionalities of the Lead management System into VTIGER CRM

THe system is Build in PHP MYSQL and AJAX

I am looking for a clone of leads360.com or clickpointsoftware.com that is a OPEN Source that has GPL license rights that we can modify and rebrand the code to our own brand

Also mulitple Lead companies should be able to use this system and use this platform as a Lead Distribution Platform

If you already know of a Open Source product that is Web based will be a major plus I dont plan to create the Lead Management System form Ground Scratch . You must be able to integrate all the functionalities of the Lead management System into VTIGER CRM

THe system is Build in PHP MYSQL and AJAX

I am looking for a clone of leads360.com or clickpointsoftware.com that is a OPEN Source that has GPL license rights that we can modify and rebrand the code to our own brand

Idx And Rets Real Estaste

May 11th, 2009 Comments off

Things we will want to accomplish on the project; Must have prior work on REAL ESTATE Websites! Need to implament this into working site.

Create and run daily pulls of 3 different Multiple Listing Services via cron jobs into one data base.

Plus everything below

IDX/RETS Search Pages:
Basic Search
Advanced Search
Map Search
Address Search
MLS Listing ID Search
Quick Search
Agent Roster Page
Agent Bio Pages
SEO Friendly Dynamic search results is a MUST

IDX/RETS Lead Generation:
Contact Page
Info Request on Property Detail Pages
Home Valuation Request
Schedule a Showing
Lead Login Page
Property Manager Signup Page
Custom Email Updates for New Listings Automatically emailed to clients with there search criteria.
Email Updates Signup
Saved Properties/Searches Management
SEO Friendly Custom Links – Results Pages
***Predefined Subdivision/Area/Keyword Links
***Predefined Map Location Links
*** Predefined Address Links
***Predefined MLS Listing ID Links
***Predefined School links
Slideshow Tool

Listing Showcase:

Email Processing System

April 6th, 2009 Comments off

Please Note
This project has a medium/hard level of difficulty and therefore requires an experienced developer to complete the work. Whilst some projects can be completed by aspiring developers this project requires the attention of a skilled professional. Therefore please do not even bid on this project unless you read the complete brief and understand everything from the outset.
All work will be thoroughly tested and payment will not be released until the system works as specified.
Brief Description:
The requirement is to have an email enquiry management system. The component will be an administrator based Joomla component written in native Joomla 1.5 format. The component is to be written using modern MVC Joomla component methods and delivered as a complete Joomla installable component (e.g. tarball or zip). The component must perform many functions including the reading, validating, reformatting, distribution and management of email enquiries.

The component will need to read emails from pre-defined pop3/imap mailboxes as they arrive or frequently and then process each one.

For each email the following 4 steps should be taken

1. Validation stage 1
2. Reformatting
3. Validation stage 2
4. Distribution

If the process fails at any point, the information should be saved to the DB and marked for manual intervention. If the process fails at any point, an email should also be sent to the administrator’s email address telling them to log in and manage the problem. A user will then log into the admin interface and manually manage any emails that failed the above process.
Interfaces
Apart from the actual processes involved in reading, validating and sending leads, this component requires many interfaces to setup and manage all the records that the system uses in the process. A brief list of interfaces required is listed below: -

Rets And Ixd Exp. Real Estate

March 23rd, 2009 No comments

EXPERIENCED with RETS and IDX for a real estate website please continue to read.

Things we will want to accomplish on the project;

IDX/RETS Search Pages:
Basic Search
Advanced Search
Map Search
Address Search
MLS Listing ID Search
Quick Search
Agent Roster Page
Agent Bio Pages
SEO Friendly Dynamic search results is a MUST

IDX/RETS Lead Generation:
Contact Page
Info Request on Property Detail Pages
Home Valuation Request
Schedule a Showing
Lead Login Page
Property Manager Signup Page
Custom Email Updates for New Listings
Email Updates Signup
Saved Properties/Searches Management
SEO Friendly Custom Links – Results Pages
Predefined Subdivision/Area/Keyword Links
Predefined Map Location Links
Predefined Address Links
Predefined MLS Listing ID Links
Slideshow Tool

Listing Showcase:

Email Processing System

March 16th, 2009 No comments

Please Note
This project has a medium/hard level of difficulty and therefore requires an experienced developer to complete the work. Whilst some projects can be completed by aspiring developers this project requires the attention of a skilled professional. Therefore please do not even bid on this project unless you read the complete brief and understand everything from the outset.
All work will be thoroughly tested and payment will not be released until the system works as specified.
Brief Description:
The requirement is to have an email enquiry management system. The component will be an administrator based Joomla component written in native Joomla 1.5 format. The component is to be written using modern MVC Joomla component methods and delivered as a complete Joomla installable component (e.g. tarball or zip). The component must perform many functions including the reading, validating, reformatting, distribution and management of email enquiries.

The component will need to read emails from pre-defined pop3/imap mailboxes as they arrive or frequently and then process each one.

For each email the following 4 steps should be taken

1. Validation stage 1
2. Reformatting
3. Validation stage 2
4. Distribution

If the process fails at any point, the information should be saved to the DB and marked for manual intervention. If the process fails at any point, an email should also be sent to the administrator’s email address telling them to log in and manage the problem. A user will then log into the admin interface and manually manage any emails that failed the above process.
Interfaces
Apart from the actual processes involved in reading, validating and sending leads, this component requires many interfaces to setup and manage all the records that the system uses in the process. A brief list of interfaces required is listed below: -

Bear