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Lead Management CRM

We need to create a Lead Management CRM with following Sections

Leads Section

1. Add Lead

Provision to Add Lead Manually

Provision to Add Lead via Import of Excel Sheet

Provision to Add Lead via Auto Feed from Facebook in Real Time

Date and Time of addition of Lead to be Mentioned automatically and this is not changeable

2. Contact Details within Lead

First Name *

Last Name *

Email

Mobile Number * (Country Code in Drop Down List)

Landline Number

City (Drop Down List)

Country * (Drop Down List)

Company Name

Position in Company (Drop Down List)

Categorization of Contact * (Drop Down List)

Auto Generation of Reference Number for Contact

3. Details within Lead

Source of Leads (Drop Down List)

Purpose of Lead (Drop Down List). Multiple Selection should be Possible for the same Incoming Lead.

For each type of “Purpose of Lead”, There shall be a Section to Add Questions and Add Associated Possible Answers to each Question (Drop Down List of Answers). These Questions & Potential Answers shall be inputted from the Settings Section and shall be Editable. This is some form of Profiling the initial requirement of the Lead by asking a set of questions in relation to the Purpose of Lead. If more than one Purpose (for example – Setting of Company + Buying and Office), then there shall be set of questions for each purpose and these will have possible Answers.

If the set of Answers Provided for the Questions does not fit into the predicted list of answers, there will Comment Box to manually add any Additional Comments.

Re-Assignment of Leads shall be possible from one User to another User and there shall be Log maintained for the Assignment with Date and Time

Any Up-dation of Lead (even if it is opened for review but no change being done or change being done to Lead) to be updated in the Log

Comments Section of Lead shall be similar to our Private CRM in the Contacts Section and showing date and time of added comment as User who added the Comment, however with the provision of a Scroll Down List so that the Visible Comment on top is the one which is the most recent.

There shall be a section for Adding Updates to Actions Made for Follow Up. This shall be having the Date and Time and Mode of Follow Up along with the Comment Box for each of that Follow Up. There shall be possibility to set a Reminder Date for the next Follow Up with Comment Box mentioning what needs to be prepared for the next Follow Up. After every Follow Up, there shall be possibility to tag the Lead as different status ( for example – starts with New Lead, then Under Process), and such Tags to show how much Importance or Urgency is to be given to each Lead.

Once the Reminder Date is surpassed without any action and update, those leads shall be turned Red in the Log thereby indicating pending Task for follow up. Refer our CRM.

Sorting of Leads to be Possible by Name, Source, Category, Status and Undone Reminders (those which have passed the Reminder Date but not actioned upon).

There shall be possible to attach certain Documents such as Word, Excel, JPG, PDF to each of the Leads when required. Refer our CRM for illustration

4. Log of Contacts

Generation of Contact List from the Leads (irrespective of status of leads)

Possibility to Export to Excel this List of Contacts

Settings Section

5. Users Section (same as Agents)

Add User

6. Roles & Permissions for Users

There shall be certain privileges and restrictions as normal

7. Drop Down Lists

All the Drop Down Lists for selection of category, type, etc should be Editable such that whenever we wish to add a new kind of category, type, etc – we should be able to do it.

This is the first module for Lead Management. You can input your ideas. After this is up and running, we would expand this to other Modules to include Accounting and maybe other functions.

Квалификация: PHP, CRM, Excel, Архитектура ПО, MySQL

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О работодателе:
( 1 отзыв ) Dubai, United Arab Emirates

ID проекта: #22829953

64 фрилансеров(-а) в среднем готовы выполнить эту работу за $13/час

winmaclin

Hello, We have reviewed your job post and the Attached Images. So, we can definitely help you to develop a Lead Management CRM with following Sections: 1. Add Lead 2. Contact Details within Lead 3. Details wit Больше

$11 USD / час
(882 отзывов(-а))
9.6
omsoftware

HelloAthira B., Greetings from Om software My name is Sonal. Overview of requirement specs is clear though a close discussion is needed to clarify functionality. Are you available to start the discussion right now? Больше

$14 USD / час
(146 отзывов(-а))
9.0
r4rony

Hello, Greetings! WORK SAMPLES: == [login to view URL] (CRM) == [login to view URL] (Containing CRM feature) I have gone through your job descript Больше

$8 USD / час
(189 отзывов(-а))
8.6
JunaidAhmed07

Hi There After going through the project description i find myself best candidate for this project as i have already developed CRM that is close to your requirement , Kindly check out : [login to view URL] Больше

$12 USD / час
(392 отзывов(-а))
7.9
omairusaf

Hi, I am highly skilled software engineer with 7+ years of extensive experience in software development and maintenance with proven history of delivering top notch custom software solutions to my clients and I can con Больше

$15 USD / час
(84 отзывов(-а))
8.1
infowider11

Hello, Hope you are doing well... I have gone through your job description. I have experience to develop CRM and ERP systems. I can do this, I have 7 year of experience in web designing and development. I've sound k Больше

$15 USD / час
(132 отзывов(-а))
7.9
searchtechnow

Hello, I have few questions: How many types of user roles there? Can user make the payment ? As per my understanding, admin can add the lead and assing them to users. user can put the follow up over the leads. Больше

$12 USD / час
(380 отзывов(-а))
8.3
Colaninfotech

# Have experience in Lead management CRM system # Hi there, This is Ganesh from Colan Infotech. We have gone through your requirements with the screenshot and understood that you want to develop a lead managem Больше

$14 USD / час
(28 отзывов(-а))
7.9
VirasatSolutions

Greetings!! As per the job description, you want to build a Lead Management CRM with following tasks: - Add Lead - Contact Details within Lead - Details within Lead - Log of Contacts - Users Section (same as Agents) Больше

$15 USD / час
(105 отзывов(-а))
8.1
point2solutions

HiThere!! We guys are highly expertise for developing CRM for Sales, HR, Job management, Booking management and many more kind of system and for following them we have developed HR management system like BambooHR and Больше

$12 USD / час
(49 отзывов(-а))
8.1
workspaceit

Hello there, This is Tahsinul Alam, CEO of Workspace InfoTech Limited. We have dedicated team who can handle your project easily and [login to view URL] have 52 engineers in 14 teams who are serving the world wide client in d Больше

$12 USD / час
(56 отзывов(-а))
8.0
gopalvora

Hey there, My self Dilip . i have huge expertise in web development. I just read your requirements. i can able to make for you Lead Management CRM as per your requirement. Already done this kind of work before. Больше

$8 USD / час
(520 отзывов(-а))
8.3
techcristaglobal

Hello I have gone through the requirement of the Lead Management dashboard. I would like to tell you that we are experts in dashboards or cloud-based software. I have developed much cloud-based software even lead mana Больше

$12 USD / час
(35 отзывов(-а))
6.7
harishparas

Hi I have read your project description for the lead management CRM development. I will integrate the application with the features of: * Lead -- by manually, excel sheet, facebook post feeds, automate * Contact -- ad Больше

$10 USD / час
(40 отзывов(-а))
6.8
devstart1234

Hi, We work in a team and providing services from last 5 years. We have checked your requirement and interested to work with you. It would be great if we could discuss project over chat to discuss it in detail. We ar Больше

$8 USD / час
(255 отзывов(-а))
7.0
RameshMarand

Hello Mate, Hope you are doing well We have already developed Lead Management CRM. If you want to see demo then Below is the Demo URL of our Lead Management CRM:- [login to view URL] Please initiate comm Больше

$20 USD / час
(25 отзывов(-а))
6.7
techverxllc

Good Morning - We are a full cycle software development agency with 100+ in-house software developers. We build products and custom software that are easy to maintain and extend. One of our client was able to sell the Больше

$20 USD / час
(7 отзывов(-а))
6.8
redsparkinfo

Hello Sir, Greetings from Redspark! This is Dhruv. Please review our portfolio for similar jobs as below: => CRM System [login to view URL] Username: pkumar Password: testers => School management system: Больше

$15 USD / час
(38 отзывов(-а))
7.1
wmtech

** CRM software development ** SIMILAR DEVELOPMENTS: 1. ERP: [login to view URL] 2. CRM: [login to view URL] Kindly have a look at the above-given links that are two software one is ERP and the other one is CRM Больше

$25 USD / час
(10 отзывов(-а))
6.2
WebnAppExperts

Dear project owner I HAVE READYMADE SOLUTION FOR YOU KINDLY PLEASE CHECK MY GIVEN URL == Lead Mamangement admin(a)[login to view URL] 123456 [login to view URL] == Sales and marketing CRM admin(at)[login to view URL] 123 http://la Больше

$8 USD / час
(26 отзывов(-а))
6.3