Find Jobs
Hire Freelancers

Custom CRM

$1500-3000 USD

Closed
Posted over 8 years ago

$1500-3000 USD

Paid on delivery
This is the order of steps for their current process: 1st- sales –use Zoho to take sales order (RMA). They use this to enter and keep customer info. 2nd QuickBooks 2014 – same info and pricing entered and same order number as entered separately in Zoho, then they print our order. They use QB for entering the sales order and invoicing. 3 – Access DB (currently Access 2007 I think) – Manager enters work order management info in access, prints order and gives to lab. They use this to keep work order management info. 4 – Lab processes order, gives order manager. 5 – Shipping enters in world ship (UPS). 6 – Accounting closes order in QuickBooks. So in current method, they enter the same information for each order in three separate programs: Zoho, QuickBooks, and an Access DB. Then, they have to manually enter the shipping and RMA info into UPS Worldship.
Project ID: 8125635

About the project

12 proposals
Remote project
Active 8 yrs ago

Looking to make some money?

Benefits of bidding on Freelancer

Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
12 freelancers are bidding on average $7,148 USD for this job
User Avatar
Hi, I'm Zoho CRM analyst. I can customize your CRM according to your business needs. We can discuss in detail about the requirement if interested. My skype id is kmanoranjani, from Chennai, India. Thanks. Have a good day.
$2,700 USD in 30 days
4.9 (6 reviews)
4.1
4.1
User Avatar
Hi, I have read your project details and the attached doc. Just wanted to ask you there are some readymade crm available on internet those can be customized as well so will you be willing to use any of them like sugar crm. Or you want a custom crm including all the services that you have mentioned in this project , Please confirm me on this . thanks
$3,157 USD in 45 days
0.0 (0 reviews)
0.0
0.0
User Avatar
EXPERT IN: e-commerce development,ERP/CRM development, Website and software development,PHP, .NET, Magento, Wordpress, Drupal, Nop-Commerce, Custom CMS,MVC,API, Webservice, External integration. etc. PM to discuss further ---------- Regards, ClickCubes Team
$2,368 USD in 30 days
0.0 (0 reviews)
0.0
0.0
User Avatar
Let's discuss over freelancer Personal Message Box for the proper estimation of cost and time. I am myself developer so you will directly work with me. No mediators. No managers. No subcontractors. see my recent work for the technical expertise along with reviews & feedback on my profile page.
$2,319 USD in 30 days
0.0 (0 reviews)
2.9
2.9
User Avatar
We have developed a custom CRM for Leaflet Distribution Management System which includes Complete Sales cycle right from opportunity to booking and invoice. Shift planning for all crew members and supervisors. Individual calendars, sms and email integration. Integration with Xero is in progress. It is made on Dynamics CRM / Zoho lines. Hence, can be made for you as well. We are a team of Microsoft Certified Professionals - CRM experts and have successfully completed more than 40 projects for our customers across globe primarily in US, UK, Australia, HongKong, Germany, etc. The team leaders include Ex-Microsoft and highly experienced Techno-functional experts Few case studies, corporate profile and list of certifications acquired by team members is attached to have an insight of our strengths. We would be happy to discuss scope and requirements to give accurate solution. I am available on skype : sonika_v.
$2,777 USD in 30 days
0.0 (0 reviews)
0.0
0.0
User Avatar
A proposal has not yet been provided
$4,473 USD in 30 days
0.0 (0 reviews)
0.0
0.0
User Avatar
Hello and thank you for posting your project. I am a Canadian ex-pat now living in South Africa. With over 12 years of experience developing applications in PHP, MySQL, Codeigniter, HTML, CSS and other internet technologies, I am confident that I can help you develop a custom CRM application to streamline your business process, reduce duplicate work and data and meet your needs. Your requirements are generally clear and I understand your objectives. It will be important for us to determine the correct data you wish to capture in order to develop a comprehensive, accurate and optimised database for your data. I would strongly recommend using an offsite server for your site and database. This provides you with regular daily backups and outsourced expertise to protect your information from loss or failure. All my clients running CRMs use offsite servers. Regarding the barcodes, what standard are you using? I ask as I have just completed a CRM project for packaging manufacturer that produced bar codes using certain specific bar code types. The additional preferences are interesting. User levels are ideal and will be implemented into the system. We can investigate the linkage with Quickbooks, Worldship/USP is an option but I am not sure how deeply we can integrate. We can examine the old Access Database export to the system when the time comes. Thank you for taking the time to read this, please feel free to ask my any questions you may have and good luck! Steph
$2,777 USD in 150 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
United States
0.0
0
Member since Jul 22, 2015

Client Verification

Other jobs from this client

CRM Developement
$1500-3000 USD
Thanks! We’ve emailed you a link to claim your free credit.
Something went wrong while sending your email. Please try again.
Registered Users Total Jobs Posted
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Loading preview
Permission granted for Geolocation.
Your login session has expired and you have been logged out. Please log in again.