CRM Develope

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TYPE OF WORK

Freelance

WAGE / SALARY

300$ budjet For the project

HOURS PER WEEK

TBD

DATE UPDATED

Feb 26, 2020

JOB OVERVIEW

Looking for great web developer that can develop us CRM :)

CRM requirements:
1. Users can be sold on a monthly subscription (like Pipedrive for example)

2. Sales: Managing Sales Leads and Assigning Leads to Each Sales Person, Near Status, Incoming Leads Phone Number, New Lead Management, Tracking the Quantity of Sales and Revenue Each Sales Person Entered + Salary Present (Calculated by Percentage of Sales).

Lead Source (website, tradeshow, webinar)
Landing page name (for leads that came from our website)
Lead Status (New, Working, Qualified, Disqualified, Customer)
Reason Disqualified (Too Small, Unserved Geography, Bad Information, Competitor)
Number of locations

Follow-Up Reminder Option

3. Dashboard: View (monthly, daily, and yearly) revenue, earnings, payments (if any), incoming leads, outgoing calls, etc.

4. Tasks: Task alerts, present, future task management, and tasks performed. That Dead Line can be added to tasks

5. Client and project management: It will be possible to separate customers from the various services, adding tasks to clients, Notes, sending direct emails, and pressing phone number.

Customer Accounting ID
Type (Prospect, Customer, Vendor, Competitor)
Customer Sub-Type (Business Office, Newsstand Location)
Status (Active / Inactive)


6. Email: It is possible to synchronize emails directly to the system, and that the system will identify emails from customers and associate them with existing customers (if they exist).

7. Responsive design

8. Customer Related Information - Sales Order History
Sales person
Territory
Sales Order Number
P.O. Number
Order Date
Ship Date
Total ILS Amount

9. Integrations: 1. Zapier - stream leads from landing pages
2. Email

10. Languages: Hebrew, English (we can provide the translation into Hebrew)

Classic, upscale, and innovative design. Which includes the company logo

If you have any tips for improvement, they are welcome (:

Quotations should be sent to Skype: ---------- (profile with photo)

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