vtiger workflows + integration
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Project Budget$250 - $750 USD
I currently have my vtiger 6.5 integrated with my vicidial autodialing software. i am using php 5.4 on centos 6.0
i have user, disposition, calendar for call back and click to dial integrated currently. if an expert can change my click to dial to pbx manager that will be great but it is not of the highest priority on this job. I am only interested if a dev team has previously worked with pbx manager in this version of vtiger without bugs.
next i need my workflows configured. i have 5 workflows representing 5 calling campaigns. users are assigned to calling campaign.
2 of the workflows are long but not complicated and require no coding. the others are short and require no coding. however, i may wish to utilize vtiger webforms. I currently have gravity forms being used on my wordpress sites and i know they are commonly integrated with vtiger. this is perhaps a better option than using vtiger webforms.
the campaigns and workflows are as follows:
2, credit card processing (merchant acceptance)
3. web dev and apps- am using a whmcs and would be nice to communicate with that
4. seo, smo and other marketing campaign
5. real estate
I also need to simply onboarding process of new contracted workers. I use signnow for electronic signatures on contracts. this can also be integrated in vtiger using zapier if no other solution is available. signnow has an api. this could be considered another workflow.
I need to set up reporting for users in vtiger
i would like to integrate virtual terminal with payment gateway for certain workflows
I am only interested in working with experienced teams that can understand these simple tasks and get them done error free and fast. Those that understand vtiger also understand that my requirements are common and not difficult.
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