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Basic CRM

$100-500 USD

Cancelled
Posted over 14 years ago

$100-500 USD

Paid on delivery
Im looking for a basic CRM system to have the following functionality: Client Details: Contact information, Sales Value, which sales person who is in contact with them, Type of customer, where they found out about us, General Notes, Contact History: Ability to record notes when you spoke to the client. Email Communication: Ability to send standard template emails, with different signatures based on the sales person and to come from the sales persons email address. We also need the ability to edit the email prior to sending it. Alerts: Send an alert to the sales person to contact them on a particular day. License Management: Ability to enter in a start day when a license starts and for how long in years. Invoice: Ability to generate an invoice to the customer based on the number of licenses. For example: 5 Admin licenses Start date XX, End Date XYZ =$ 10 Mobile Licenses Start date XX, End Date XYZ =$ We require GST (10%) Invoice to be sent as PDF. License Agreement: Send client an email requesting sign off on a license agreement. License agreement needs to be emailed as a PDF file and have inserted customer details into the license agreement. This will include details like, customer name, address, ABN (Business Number), Contact person, phone numbers, and number of licenses required, plus any specific specification information. Application needs to have a clean Web 2.0 look and feel. ## Deliverables 1) Complete and fully-functional working program(s) in executable form as well as complete source code of all work done. 2) Deliverables must be in ready-to-run condition, as follows? (depending on the nature? of the deliverables): a)? For web sites or? other server-side deliverables intended to only ever exist in one place in the Buyer's environment--Deliverables must be installed by the Seller in ready-to-run condition in the Buyer's environment. b) For all others including desktop software or software the buyer intends to distribute: A software? installation package that will install the software in ready-to-run condition on the platform(s) specified in this bid request. 3) All deliverables will be considered "work made for hire" under U.S. Copyright law. Buyer will receive exclusive and complete copyrights to all work purchased. (No GPL, GNU, 3rd party components, etc. unless all copyright ramifications are explained AND AGREED TO by the buyer on the site per the coder's Seller Legal Agreement). ## Platform ASP.Net Application MS SQL 2005 DB
Project ID: 2830113

About the project

12 proposals
Remote project
Active 15 yrs ago

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Flag of AUSTRALIA
Australia
5.0
55
Member since Apr 22, 2003

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