Build a CRM application

Closed Posted Aug 8, 2014 Paid on delivery
Closed Paid on delivery

My business is looking to add a CRM to its existing services. Its a basic CRM with following functionality.

Admin pages for changing settings and setting up users based on an email address, adding new fields to accounts, opportunities, contacts

Users should be able to have different levels of access based on their profile (standard & Admin) and role (user, manager, divisional mgr, CEO)

Accounts - parent level where everything is tied to. Accounts should have the following fields and functionality at a minimum

Account Number, account name, account type (drop down that can be edited through admin panel) Account owner (based on registered users), website, address fields, description field. Should also have the ability to add up to 30 new customer fields (unlimited preferred).

Opportunities - subordinate to the account. Opportunities should have the following functionality at a minimum

Opportunity owner, opp name, account name (tied back to accounts), stage, closing date, opp type (drop down, should be editable in the admin panel), probability (auto value based on stage, should be editable), service type (drop down), lead source, primary contact, value of opp. Should have ability to add extra custom fields through the admin panel

Contacts - linked to account, contact name, phone, mobile, email address, notes field, birthday, wife's name, childrens names, favorite sport, favorite team in that sport, should have the ability to add custom fields through the admin panel

Tasks - should be able to assign tasks and generate an email or calendar reminder with the task is due. Should be able to set forward reminder dates and times.

Dashboard - should be a to produce graphs from data in the system e.g. pipeline report by stage & owner

Reports - should be able to produce custom reports based on filter criteria

Import/Export - should be able to import and export records from the DB in CSV & XML formats

All records should be time stamped with created, last modified dates

A general reference guide would be salesforce or zoho CRM, but we don't need all the additional bells and whistles.

Ability to show previous work in this area will be an advantage e.g. of a demo CRM or similar that you have built

HTML5 MySQL PHP Software Architecture

Project ID: #6298204

About the project

48 proposals Remote project Active Sep 14, 2014

48 freelancers are bidding on average $8012342 for this job

meet2amitvw

Let's discuss over freelancer Personal Message Box for the proper estimation of cost and time. I am myself doing programming so you will directly work with one person and that's me. No mediators. No managers. No sub More

$5154 AUD in 45 days
(181 Reviews)
9.3
hits

We are a team of designers and developers with expertise and experience in Web designing, HTML, CSS, PHP, AJAX, JQuery, XML, Wordpress, Bootstrap, CodeIgniter and MySql. We have developed many custom sites and applicat More

$5263 AUD in 40 days
(1005 Reviews)
9.0
manpreet

Dear Sir, I can make this CRM in PHP and MySQL, all features you explained would be done for users, admin, contacts, opportunities, etc. I am an expert in website development with over 13 years of experience. More

$5000 AUD in 30 days
(254 Reviews)
8.4
sergioes

Hi, I was going to post a bid lower than $500, but seems I can't. About samples of my previous work, all are private sites with sensitive information I can't give you access to. But if you are really interested I More

$5000 AUD in 30 days
(299 Reviews)
7.5
sfieldcorp

Dear Sirs, We are a development company with more than 10 years experience, working mostly with Hungarian and US customers based in Budapest, Hungary. We will assign a full-time developer for 30 days for the project More

$5250 AUD in 30 days
(28 Reviews)
6.6
raiakanksha49

Sir, I have read requirements of your project. We are + 4 Year experience in this field . We are able to complete in timeline .We have team of certified HTML5, CSS3,PHP Opencart, Magento,,Java, WP and Joomla developer. More

$5154 AUD in 30 days
(66 Reviews)
6.5
IceStormz

Hello i can create the CRM you require with all the features, the code will be clean and secure also i will work with you to make the CRM perfect until you are 100% satisfied, please read my reviews i always aim to ple More

$5000 AUD in 40 days
(76 Reviews)
6.2
lmsoftwares

Hi i have understand ur requirements and we will provide u after sale service and best results. we will create a backend from where u can manage ur modules. I have a team of php, mysql, ajax experts and we are current More

$6111 AUD in 35 days
(18 Reviews)
6.2
yangqingqing

Hello, Thanks for your great job. I am a talented Html5/JavaScript Expert. Please check my review and feedback on site. I am sure I can do your job with the best quality. Let's discuss more:) Many thanks.

$5263 AUD in 30 days
(11 Reviews)
6.0
pedroxx1980

Dear sir's, we are a software house with over 15 years of experience in web development and web design. Our clients is leading companies in book publishing and printing, health & beauty, food and beverage, fashion and More

$5263 AUD in 30 days
(22 Reviews)
5.4
rakish

Puthuvannam Technology Solutions We are authorized Salesforce ISV & Consulting Partner and providing service in SF so please let us know, if you need any assistance. Looking forward to see your response and start w More

$5555 AUD in 30 days
(15 Reviews)
5.4
bonapps

Hi, I have been through your requirements and it matches our expertise. I am very much interested in working on your project as it seems that we have done something similar. I am not yet confirmed that i will have More

$5463 AUD in 35 days
(7 Reviews)
4.2
zunairadeveloper

hello, we can develop the project which can give you technically good and less cost applications.i am having 6 years of experience in design and development with php and having a team of 10 members working with me. i a More

$6000 AUD in 40 days
(1 Review)
0.0
NGTECHNOLOGY

We are a highly skilled professional team able to deliver any project in a timely fashion at a reasonable cost. We serve you with pleasure.

$7777 AUD in 30 days
(0 Reviews)
0.0
cosmindr

Hello, my name is Cosmin, I'm 30 years old and I'm from Romania, I have 7 years web development experience. My skills: -programing OOP PHP, MYSQL -frontend: CSS, jQuery, HTML, Javascript, XML -frameworks: WP, Dr More

$5555 AUD in 30 days
(0 Reviews)
0.0
uipartners

Hi I am Brian, currently offering services on behalf of one of the leading Digital Agencies specializing in product + brand development and lead generation optimization. Before getting into more details lets put follo More

$5154 AUD in 30 days
(0 Reviews)
0.0
ideoignus

I have done many applications like this. If your descriptions are accurate, it is a complex set of scenarios to simplify the experience. I would do this kind of work on TomCat with MySQL database, developed in Java/GWT More

$588888 AUD in 180 days
(0 Reviews)
0.0