Lead Management with built-in quotation and different admin / user rights

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Описание

We are looking for a simple lead management system with four basic categories i.e.

1. LEAD

2. OPPORTUNITY

3. QUOTATION

4. NEGOTIATION

If the lead is Won or Lost, we want that to go in archive with reason why we won or why we lost.

When an opportunity matures, there should be a single click to convert into a quotation.

All fields on the quotation page should be editable and finally export in .pdf format.

The final total should automatically be calculated at the bottom of the quotation.

So basically it will have Customer table + Products table + taxes table + User management.

So when a lead / opportunity is created,

We need Admin and User separate logins and reports

We need a log of all the events of a particular lead when we click on that lead to track the changes from time to time.

We need a to do / task manager with reminder / notifications

We would also like to have facility to dial out directly from the lead. I don;t know how this is possible? but I have heard using some open source IPPBX, this is also possible.

Навыки: Управление базами данных, MySQL, PHP, Веб-хостинг

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ID проекта: #12023340

13 фрилансеров(-а) подали заявки на эту работу; средняя заявка - ₹32130

latatestTech

With Freelancer Preferred badge bound to give 100% Quality (Let's Chat) Hello, A great team is here for your service!! I read the project description properly, and I agreed to fulfill 100% of all your requiremen Больше

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alifinteractive

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eclipsetechno

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amangpt145

Hello,I can complete your project on time and within your budget.I read through the job details extremely carefully and I am absolutely sure that I can do the project very well. I will give you our best work with our Больше

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yogeshssanwal

Hi there - My name is Jhalak. I’ve read your brief.My team has 4 years experience designing and developing mobile apps and Websites.I would approach your project by starting with wireframes and getting the site complet Больше

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simpishukla15

Dear Client, Thank you for looking at my candidature. I can fulfil your skills requirement and would like to discuss further on this. I would like to discuss further regarding feature development part. I am good Больше

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FutureTechno1

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soniasappal

We have a very strong team who works on web development only. We will surely fulfill all your requirements..Our aim is your satisfaction... I have understood the requirement of your project ..... Our team is very effic Больше

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mahiruho

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cnswebtech

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technologics2

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deltatechnepal

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