Business Automation Expert Advice

we own a custom suiting business and are looking for some software recommendations that could do the following for us. It should be cost-effective and fully meet business needs. Business needs are as follows

1. Should manage sales, clients, pipelines (CRM work)

2. We can manage, track and payout sales rep commissions

3. We can upload training videos, training documents, marketing material on it

4. It can do great analytics, see which sales rep doing best, which client buying more etc.

5. Sales team can also view their legal docs: agreements, contracts

2 other features we want to integrate on our website, if can be done with same software as the sales one that will be great.

A. Referral/Affiliate marketing program

a portal where referral partners

1. can sign up,

2 refer customer,

3. track their referral bonuses,

4. see their rewards, points for referring

5. sign referral agreement and they can be linked to a sales rep too

B. Rewards programs

we have 3 types of reward programs for customers that gives them points, benefits like express shipping etc so software or wordpress integration where customers can see their points, qualified benefits, badges etc.

Skills: ERP Software, CRM, WordPress,, Software Architecture

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About the Employer:
( 10 reviews ) Harrisonburg, United States

Project ID: #27525788

3 freelancers are bidding on average $10 for this job


Hi ! I want to discuss more about this i read your all requirements i have 4 years experience. I can complete your project on time and within your budget. I have worked on similar projects to what you are looking for, More

$10 USD in 1 day
(7 Reviews)

hello I am evanka. I read your description carefully.i understand your project I have better experience in these fields. so I complete your work timely with budget. I certified digital marketing and web development More

$10 USD in 1 day
(0 Reviews)

hi, I want to suggest you pre-built CRM system having all the features you have listed. I have setup 20 CRM systems till now and can do the same for you within 10 days. I have 9 years experience in IT industry. Ple More

$10 USD in 10 days
(0 Reviews)