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I need someone to build me a Crm system with a Database and all the features that is required in a Crm along with accounting

Published on the December 03, 2023 in IT & Programming

About this project


Project Objective:

To develop a robust and user-friendly Customer Relationship Management (crm) system that encompasses all essential crm features while seamlessly integrating with accounting functionalities. This integrated system will empower businesses to manage their customer interactions, track sales pipeline, and optimize accounting processes effectively.

Functional Requirements:

CRM Core Features:
Contact management: Store and organize customer information, including contact details, interactions, and preferences.
Lead management: Track and qualify leads, manage sales pipeline, and automate follow-up processes.
Opportunity management: Create, track, and manage sales opportunities through various stages of the sales cycle.
Activity management: Schedule appointments, tasks, and log interactions with customers.
Reporting and analytics: Generate insightful reports on sales performance, customer behavior, and key metrics.
Email integration: Send and receive emails directly within the CRM system.
Customization: Tailor the CRM system to specific business needs and workflows.
Accounting Integration:
Integrate seamlessly with existing accounting software.
Track invoices, payments, and expenses.
Generate financial reports and analyze key financial metrics.
Automate accounting tasks to streamline workflows.
Additional Features:
Mobile access: Access the CRM system from anywhere on mobile devices.
Security and data protection: Ensure data security and compliance with relevant regulations.
User roles and permissions: Define access levels and permissions for different users.
Multi-language support: Cater to a diverse customer base.
Third-party integrations: Integrate with other relevant business applications.
Project Deliverables:

A fully functional CRM system with integrated accounting functionalities.
User manuals and documentation for system operation.
Training and support for users.
Source code for the CRM system (if applicable).

Category IT & Programming
Subcategory Web development
What is the scope of the project? Small change or bug
Is this a project or a position? Project
I currently have I have specifications
Required availability As needed
Roles needed Developer

Delivery term: December 15, 2023

Skills needed