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CRM and client tracking tool

We are a financial planning firm who wishes to find someone who can create a CRM tool for us. I would need to be able to upload our clients details and then be able to update the details as required. I would want to also be able to make diarised file notes for each client. The CRM tool will also need to have the ability to diarise a follow up task either yearly, 6 monthly or 2 yearly.

The CRM tool should also have the ability to create a workflow of the steps we take with each client so as to allow staff to tick off each step, I would also want it to note the time taken on each step and then the system tally up the hours spent for each client on tasks.

As we are a firm that bills out its service we need to track our clients hours spent

Compétences : PHP, Architecture Logicielle

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Concernant l'employeur :
( 0 commentaires ) Australia

N° du projet : #2403461

29 freelance ont fait une offre moyenne de 3126 $ pour ce travail

funnyfox

Please check Private Message Board for detail.

5000 $ AUD en 30 jours
(97 Commentaires)
8.6
Maestros

We have huge experience complex applications. Please refer to the offer details sent privately.

4000 $ AUD en 60 jours
(92 Commentaires)
8.4
Indexpage

Hi, We aim to provide best quality work,for more information see PMB-Thanks.

5000 $ AUD en 60 jours
(53 Commentaires)
7.9
buraqtech

Check your PMB for details!!!

2385 $ AUD en 30 jours
(84 Commentaires)
7.9
voservices

Please check your PM for demo of our rent CRM web application we have done. Thanks

5000 $ AUD en 40 jours
(27 Commentaires)
7.7
sonuinfy

Please check PMB.

2000 $ AUD en 30 jours
(209 Commentaires)
7.6
Georgia

If you are still interested please contact me to discuss.

3850 $ AUD en 125 jours
(91 Commentaires)
7.3
sritechnocrat

Sri Technocrat is marvelous in its quality. We have been maintaining the quality in every field whether it is services or training. We have proved our stability. We have been working with the same grace & quality. Our Plus

1200 $ AUD en 30 jours
(51 Commentaires)
7.2
ajaxdevman

We can do this project perfectly, please check PM.

3800 $ AUD en 35 jours
(39 Commentaires)
6.8
thelogicgates1

Hi, Ready to start. Check PMB please.

1798 $ AUD en 18 jours
(53 Commentaires)
6.6
SICS

We assure you a great output of this [url removed, login to view] see private message for more details. Regards

4500 $ AUD en 30 jours
(31 Commentaires)
6.4
gsala81

Hello, 10+ years exp full time freelancer here, can deliver a quality & professional work in the timeframe posted. Please contact me via PM for any question, Thanks.

1800 $ AUD en 60 jours
(42 Commentaires)
6.3
enduetech

Hello Lets Started please check the PMB For more details Thanks Enduetech

3000 $ AUD en 45 jours
(30 Commentaires)
6.3
prosenjit1ghosh

I understand ur requirement..Plz check ur

5000 $ AUD en 60 jours
(35 Commentaires)
6.0
Frankhardy

HI, Please check Personal Message Board for a custom built CRM we built for Car Dealers and Salesmen. Can you provide me with more details so that I can have a better understanding of the requirements? Please Plus

3850 $ AUD en 42 jours
(10 Commentaires)
6.0
evidcomm

Hello, Kindly go through Private Message board to review our detailed bid. Many Thanks, Samiflabs.

3200 $ AUD en 29 jours
(34 Commentaires)
6.0
EfficientDev

Hi there. Although the project is only outlined in your specs, an experienced developer can have a basic idea about what you need. I am confident you will provide detailed information to the developer you'll choose to Plus

4500 $ AUD en 30 jours
(29 Commentaires)
5.6
ajaxboom

Hi! The project you described can be either straightforward or quite challenging depending on your detailed requirements. It won't be a problem for me either way. I have also sent a PM to you.

3000 $ AUD en 25 jours
(15 Commentaires)
5.3
ETNASoftware

Very strong capabilities in ERP/CRM systems and financial software. Example of projects: [url removed, login to view] Would be happy to show DEMOs. Variable technologies and vendors experience. Very cost effectiv Plus

30 $ AUD en 1 jour
(1 Commentaire)
5.1
AmirAly

Dear sir , please check PMB

1500 $ AUD en 30 jours
(13 Commentaires)
4.7