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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

Publicado em 03 de Dezembro de 2023 dias na TI e Programação

Sobre este projeto

Aberto

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).

Categoria TI e Programação
Subcategoria Programação
Qual é o alcance do projeto? Bug ou alteração pequena
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Disponibilidade requerida Conforme necessário
Funções necessárias Desenvolvedor

Prazo de Entrega: 15 de Dezembro de 2023

Habilidades necessárias