Annulé

Invoicing and CRM Solution

I am looking for a semi-automated CRM and invoicing solution for a destination wedding venue.

Providers are free to create a solution from scratch or customize an existing solution in accordance with the requirements detailed below.

It is essential that the solution is easy and pleasant to use and without bloated or useless features.

The solution must be web-based with the capacity to be used offline or sync with offline calendars/programs.

It must be compatible on a Motorola Xoom tablet.

The system must have:

1. A calendar and the ability to link appointments made with specific clients / invoices

2. The ability to separate contacts into prospective clients, clients, vendors, staff and "other"

3. The ability to capture prospective clients through a form embed on our website and notify us once a prospective client has completed the form.

4. The ability to automatically generate quotations on the basis of a client entering the number of persons who will attend the wedding and the date (we already have a spreadsheet/formula)

5. The ability for us - at the back-end - to manually generate quotations once we enter the necessary options (number of ppl, type of bar etc)

6. The ability to email a quotation to a prospective client along with a brochure and cover email. The cover email must be personalized with the client's name and wedding details.

7. The ability to convert a quotation into an invoice, and prospective client to a client

8. The ability for payment to be recorded in installments. [Please note: we do not require credit card processing or invoices to be actually paid through the system – simply recorded]

9. The ability to send out payment reminders and thank you. These payment reminders should also automatically appear in the Calendar too.

10. The ability for clients to log into a client area to view their invoice

[url removed, login to view] ability to backup offline

12. The ability to auto create documents such as a contract by mail merging fields from the client's information (such as their name etc)

As a guide - we currently use studiocloud which does all of the above, though does not have the capability to be used on the go.

Please feel free to message me if you have additional questions.

Thank you.

Compétences : Informatique en Nuage, CMS, Design de site internet

Voir plus : wedding card design website, web design vendors, web design programs free, venue brochure, solution n, send an invoice, offline web design, guide solution, free web design programs, free programs to create website, free programs for design, free programs design, easy web design programs, create website easy and free, create free brochure, create an easy and free website, create a free brochure, cover email, brochure programs, bar invoice, a solution, name card design quotation, create wedding website, brochure free, Wedding card

Concernant l'employeur :
( 0 commentaires ) Montego Bay, Jamaica

N° du projet : #1007605

7 freelance ont fait une offre moyenne de 2532 $ pour ce travail

royind

Hello! Please open PMB regarding portfolio and Proposal, we did CRM Project [url removed, login to view] Regards,Team Roytech Solutions.

8000 $ USD en 60 jours
(65 Commentaires)
7.0
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 $ USD en 30 jours
(41 Commentaires)
7.1
abhishek19

kindly check PMB

2000 $ USD en 45 jours
(15 Commentaires)
5.2
simplylogicpriya

Hi, Please check PMB. Cheers, Priya

950 $ USD en 20 jours
(0 Commentaires)
0.0
interpublic

Hello, Interpublic Solutions, web design and web development company, is made up of a highly experienced and well trained group of International IT professionals. All team members have professional backgrounds work Plus

1577 $ USD en 35 jours
(0 Commentaires)
0.0
hgtechsolutions

hi please check pmb

1500 $ USD en 35 jours
(0 Commentaires)
4.4
Websili

Our developed CRM software has largely designed and scoped by myself in my roles. Being a System written within Industry, provides real time business workflow controls delivering significant performance improvement. Ou Plus

2500 $ USD en 30 jours
(0 Commentaires)
0.0