Custom CRM System for Small Business
- 1 month ago
- Web App
- Fixed
Key Features:
- Contact Management:
- Store and organize customer information, including contact details, interaction history, and notes.
- Sales Pipeline Management:
- Track sales opportunities from lead generation to closure, with a visual pipeline that displays the status of each deal.
- Task Automation:
- Automate routine tasks, such as follow-up reminders, email notifications, and task assignments to streamline sales processes.
- Email Integration:
- Integrate with email services like Gmail or Outlook to sync emails, schedule meetings, and log communication with customers.
- Reporting & Analytics:
- Generate reports on sales performance, customer interactions, and other key metrics to inform business decisions.
- User Roles & Permissions:
- Assign different access levels to users, including admin, sales representatives, and support staff, with role-based permissions.
- Custom Fields & Workflows:
- Allow businesses to add custom fields and create tailored workflows that match their specific sales processes.
- Mobile Access:
- Provide a mobile-friendly version of the CRM so that users can access it on the go, including on smartphones and tablets.
- Data Import/Export:
- Support data import/export functionality to easily transfer customer data to and from other systems.
- Third-Party Integrations:
- Integrate with third-party applications like accounting software, marketing tools, or e-commerce platforms to extend the CRM's capabilities.
Skills required
Attachments
Job Activity
Total Bids: 9
Average Bid: $1,200.00
Budget
$1,600.00
9 Bids
Similar Projects
- 3 months ago
- React Native
- Fixed
Looking hire a React Native Developer to help finish an Mobile Event Space Project. Main parts are around finishing the API integrations and ensuring all the workflows works as expected. There is also a module which relies on BLE & Wifi Direct to find distances between devices, there is some work pending for that.
$1,000.00
-
13 + Bids
- 1 month ago
- Mobile App
- Fixed
There is a Reel posting which allows users to find information about the Freelance and their work. They can create the gig and book the other creator. Most work is around integrating the APIs and ensure all the workflows are working as expected. We would be sending additional information when we kickoff the projects
$7,200.00
-
11 + Bids
- 1 month ago
- Mobile App
- Fixed
An app that curates personalized recommendations for local attractions, restaurants, and events based on user interests and location.
$8,000.00
-
15 + Bids