Alterations and Adding a CRM to an Exisiting Software package

1. Integration – Xero, CRM and Calendar

CRM expectations Track different metrics what will it look for.

2. Include Referral Source in CRM - (Create a dropdown box for different referral locations for example: Google, Website, Walkin etc.)

2. Accessibility - (Phone and other devices access) *

3. Calendar –

· Android Compatible Calender navigation not visible on Android

· Every Task created needs to create a calender event according to Due Date Entered

· Items that require Calendarisation are Install Date, Order Date, Consult Dates (Initial Consult, Colour Consult, Final Measure)

· CRM to Link to Calendar *

4. Dashboard –

· How many projects fit on dashboard screen. We will need to be able to fit at least 50.

· We would like an overview of projects/tasks *

5. Tasks –

· Rather than selecting dates we want to have preprogrammed timeframes (dates) set to a template. * What are the timeframes for each task, names of tasks

· Objective Templates inside Tasks*

· Option to show completion % of Tasks on the Project Page

· When in Task, Have Project Name Displayed so you know what project you are working on.

· Task Objectives – Completed doesn’t always show as completed! *

· Project to be in 1st Column in Task View

· “All Tasks” Tab – For each project it brings up all tasks

· Task Templates to auto add when setting up a project

· Task Due Dates to show in Calendar

6. Projects –

· Project No’s – Link to Xero

· Ability to change due dates in gantt chart

· Gantt Chart for all projects combined

· Auto Add Timer for Projects

· Ability to change Start/Due Dates in Gantt View for Project

Gantt charts need to be altered outside of scope at $

7. Leads –

· Social Media and Website Contact Form (Lead Link?)

8. Other –

· Simple Table showing – Quotes to Do, Orders to Do & Due Date. Each one to show Project Manager’s Name next to it. (See Picture attached to email.

Compétences : Android, CRM, PHP, Salesforce.com, Architecture Logicielle

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Concernant l'employeur :
( 0 commentaires ) Burrum Heads, Australia

Nº du projet : #17968450

29 freelance font une offre moyenne de $1024 pour ce travail


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Hello To develop a CRM and integrate with xero and calendar. The main features of the CRM can be as follows: 1. Dashboard: a. To display the project list on the dashboard of about 50 2. Projects: a. Plus

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