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334979 CRM for a law firm

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In Progress
Posted almost 15 years ago

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Paid on delivery
We need a Web based crm for a middle level law firm. We are expanding, so the crm must be multitenant. We need attorneys gain a clear and complete picture of clients, contacts and matters so they can take full advantage of professional and personal relationships, and referrals. -Appointments * Drag and drop appointments * Double booking capabilities * Online hosting: view your schedule from anywhere, anytime Maximize your client and customer relationships * Capture and share client and contact information within the firm * Get a complete view of all interaction with a client or contact * Communicate with clients and contacts on an ongoing basis * Gain complete client level security Email / Calendar / Task Integration * Automatically associate all email correspondence to Matters/Cases * Associate meetings on your calendar with clients, contacts and matters * Associate tasks on your calendar with clients, contacts and matters * Information is automatically stored in both your email / calendar and the CRM * Works with both Microsoft Outlook and IBM Lotus Notes Make all CRM information available on your mobile device * Access and update contacts, tasks, and status information available anytime, anywhere on your Blackberry smartphone, Windows Mobile and soon, iPhone. * Works both in and out of cellular coverage * Quickly resolve and document issues immediately from your mobile device Effectively manage documents * Generate MS Word documents and other materials using custom templates. * Easily track and store electronic documents associated with specific clients and matters * Easily see the history of all documents created for a client or matter Highly configurable and easy to use * Create custom fields anywhere VIA drag and drop * Create custom business logic VIA the integrated automation engine * User-friendly features and interface * Minimal learning curve Other Functions: -Multitenant -Customizable(new modules will be integrated in future) -Multilevel login(eg. admin, support, sales...etc) -Help Contents for the crm -Data Back Up -Networking -Export Data -Reports Only experienced programmers need to apply. Will need sample works before [login to view URL] the project to be finished as quickly as possible..Also we need the crm to be very robust. Just see the below urls to have a look at the functions we need [login to view URL] [login to view URL] [login to view URL] [login to view URL]
Project ID: 2080791

About the project

1 proposal
Remote project
Active 12 yrs ago

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Can be done...[login to view URL]
$3,000 USD in 45 days
4.9 (592 reviews)
8.7
8.7

About the client

Flag of INDIA
chandigarh, India
5.0
12
Member since Jul 15, 2009

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