CRM Development - repost
$250-750 USD
Paid on delivery
Looking to build a CRM system.
Included will be main areas
Calendar System - similar to google calendar- with daily, weekly, monthly view. Adding appt, duplicating appt feature, filtering and search for appointments.
Having the ability to have an appt history by customers and prospects.
Prospect/Customer sections... all leads start off as prospects- capturing information about the person, documents, pictures, call notes, etc...
Moving these propsects to customers when they buy services. moving all information from the prospect area over. have a payment section in this year to record all payments, etc.
Vendors Section- key information about vendors.
Need a super user (Admin) and then Regular users that has the ability to show different sections to each user.
reporting- reporting on different metrics that are captured in this report... adding information for more robust reporitng.
Project ID: #4880368