Online CRM Solution for Mid-Size Team

Completed Posted 1 month ago Paid on delivery
Completed Paid on delivery

I'm looking to have a CRM solution developed or adapted from existing platforms such as Bitrix24 or Pipedrive. This system needs to efficiently manage contacts and track the sales pipeline for around 11-50 users at any given time. The key features I am looking for include:

- Contact management: Users should be able to add, remove, and edit contacts with ease while providing a comprehensive look at each party's history and interactions.

- Sales pipeline tracking: It's crucial that our team can track the progress of sales activities, revealing what's working and what's not.

Your experience with Bitrix24 or Pipedrive systems, or similar CRM platforms, would be a significant advantage. A solid background in CRM development, user interface design, and a thorough understanding of sales processes are key for achieving the tailored solution we're aiming for.

Key features

• From lead to customer

• Rules & triggers

• Lead generation/Deal mgt/contract mgt/workflow automation/sales process builder/rules

• Automate invoicing

• Influential deal/Brand deal

• Deal preparation

• Automatically saved

• Required field in customer contact info

• Search for client

• Deal data entry

• Stages naming

• Invoice generation + customization in currency USD/AED + payment terms + download to customize

• Attach a contract to every deal

• 2 deal cycles: Talent mgt & sponsorship mgt – Influential mgt

• Invoice numbering sequential

• Deal signed first/received contract/Invoice ready

• Tax adjustments

Delivery in 1 week

CRM Software Architecture

Project ID: #37805789

About the project

11 proposals Remote project Active 1 mo ago

Awarded to:

hussainhussaini4

With my diverse skill set and extensive experience in a multitude of programming languages, I'm confident that I can deliver your ideal CRM solution. My proficiency with Bitrix24 and Pipedrive systems, or similar CRM p More

$30 USD in 2 days
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0.6

11 freelancers are bidding on average $158 for this job

AmazingEngr76386

With an impressive background in project management, strategic planning, and data analysis, I assure you of my capability to handle your CRM project with precision and efficiency. As a firm believer in leveraging curre More

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GdevDataSceince

Hi there, I am a Data Scientist and am a professional responsible for extracting actionable insights and knowledge from large volumes of Cisco Network engineers. I'm a highly skilled administrative professional with a More

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dillonmarszal

Hi, ------SCRAPING, AUTOMATION EXPERT------- Please check my portfolio, I have scraped and created automation script for tons of websites. CRM and Software Architecture are my core skills. I am always ready and you wil More

$200 USD in 7 days
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ssquare489

Hello, I've read your description as you want a Experience full stack developer with CRM Experty, I can assists you with that you can open the chat so we can discuss more over the chat regarding the project

$221 USD in 7 days
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go0143

Thanks for having a look at my profile! Are you looking for a social media assistant and manage your accounts? I m here to help you to get specific traffic, organic followers, engagements, posting, and all social medi More

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hamzakhankakar

As a software architect with extensive experience in CRM development and a solid background in Bitrix24, Pipedrive, and similar platforms, I am confident in delivering a robust system that efficiently manages contacts More

$235 USD in 7 days
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raheelkxoftech

Greetings, I have developed CRM for Pharmaceutical like, BAYER, NOVARTIS, GSK, RECKITT & BENKISER. In today’s fast-paced business environment, having a CRM system that effectively manages contacts and tracks sales p More

$140 USD in 7 days
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0.0