Commission invoicing and reporting in VTiger CRM - repost


We are small insurance broker company and currently using VTiger CRM ( setted up on our own) system as our client database. We have few advisers working for us and we need accurate commission payment system.

What we are looking for is to develop Invoicing structure avaliable in VTiger (purchase order / sales order / invoicing) to have accurate tool for commission payments.

Our process currentlu look like that - an adviser is creating lead which is converted to a contact and account. In contact we are keeping all contact details and personal informations about client and account contain all details about sold products to that client.

One client can take few different products - which are paid differently depend on policy type and provider.

We are looking for a way that adviser can set some king of commission expectation, but he/she need to be able to set few for same client.

We are very open-minded and will concider all reasonable and usefull ways of setting it up.


Skills: CRM, vTiger

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About the Employer:
( 4 reviews ) Crewe, United Kingdom

Project ID: #4342252

7 freelancers are bidding on average £584 for this job


Dear Sir, Expertise in Open Source/CRM/ERP/POS/EMR/DMS/CMS/Custom Solutions/Web designing. We do customization as per your requirements. With a good Profile in Freelancer and experience of over seven years in the Sof More

£735 GBP in 24 days
(13 Reviews)

understood your requirement and ready to start............

£750 GBP in 24 days
(3 Reviews)

Dear friend. I am vtiger developer. Let me show you solution for this

£500 GBP in 10 days
(8 Reviews)

Hello, I have experience in SugarCRM/vTiger. I can do it well. Please contact me. Thanks

£500 GBP in 7 days
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I can add features you want and come up with suggestions while working. Please give me more details.

£500 GBP in 7 days
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Need to discuss this in detail,how we can start the discussion on this requirement. for more detail check in PM.

£650 GBP in 18 days
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hello nikoatcrewe, Please check PMB

£550 GBP in 15 days
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I have more than 5 years of experience of VOIP technology & vTiger, I can do this asap.

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