Posts Tagged CRM

Real Estate Module For Vtiger CRM

I have a project for Real Estate Company. we need to use Vtiger cRM and add to it a Real Estate Module. this module should have extensive functionalities in order to provide matching profiles between buyers and real estate portfolios.
Kindly advise if you have any experience with Vtiger and real estate concepts.
this project is fast track and need to be finished withi 10 days. if you have developed something similar it would be great to buy the solution.

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MS Dynanics 2011 CRM Setup

We require someone to setup a new install of MS Dynamics 2011 Server on our test server.

You will need to make sure all the correct SQL /System parts are working and install the CRM (and demonstrate it working)

Server is running 2008r2.

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RMS, CRM, Medical Recruitment Management System For Sale

I intend to sale the following projects:

(1) Job Management System:
=====================
— SRS (Software Requirement Specifications)
— MWP (Methodology and Work Plan)
— Introduction (of analysis and design phase)
— Overview (of proposed system)
— Data Flow Diagram
— Entity Relationship Diagram
— Activity Diagram
— Sequence Diagram
— Architecture Design Diagram
— Class Diagram
— Database Design
— Interface Design
— Deployment Diagram
— Test Cases
— 100% coded in Java with Oracle as back-end
— Project report
— Presentation of the project (Power Point Slides)

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(2) CRM:
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This project report is more than 100 pages document and all about the planning and scheduling of the CRM project.

The areas on which this document emphasis are:
— The project feasibility from different views i.e. Technical, Operational, Economic, Schedule, Specification, Informatioin, Motivational, Legal & ethic etc.
— The project scope
— The project costing using some method like FP analysis and Cocomo
— The Critical Path Method Analysis (CPM) which will tell about activities to be performed and their time duration and dependency of activities to each other
— The Gantt Chart which will show tasks and their duration that development team followed
— Tools and technologies that have used to develop the product by the development team;
— The Vision document i.e. Introduction, Positioning, Stake holders and user descriptions, product overview, product features, other product requirements
— Risk List i.e. Product size, business impact process definition, development environment, technology to be built etc.
— Requirement engineering of CRM i.e. system specifications, existing system, marketing, sales, support, organizational chart, scope of the system, summary of requirements, identifying external entities, context level DFD, Capture "shall" statements, allocate requirements, prioritize requirements, requirements traceability matrix, high level use case diagram
— DESIGN PHASE OF CRM i.e. Introduction CRM Use Case Description, Use Case diagrams (high level, detailed, refined)
— CRM domain Model
— CRM sequence diagrams
— CRM collaboration diagram
— CRM Operation Contracts
— CRM design class diagram
— CRM data Model
— USER MANUAL i.e. Overview, accessing the CRM, administrator module, sale module, employee module
— Installation Instructions

Please Note: Code is not available

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(3) Medical Recruitment Management System:
==========================================
Medical Recruitment management system is the comprehensive tool to manage the entire recruitment processes of the Medical Recruitment. The system is designed to maintain the Structure systematically and to organize the entire ongoing manual recruitment processes. It helps to reduce the time-per-hire and cost-per-hire. Itll maintain an automated curriculum vitae bank of the candidates. Medical Recruitment management system will help to communicate and create healthy relationships with the candidates through the entire recruitment processes.

The project has following design docs:
— SRS (Software Requirement Specifications)
— MWP (Methodology and Work Plan)
— Introduction (of analysis and design phase)
— Overview (of proposed system)
— Data Flow Diagram
— Entity Relationship Diagram
— Activity Diagram
— Sequence Diagram
— Architecture Design Diagram
— Class Diagram
— Database Design
— Interface Design
— Deployment Diagram
— Test Cases
— 60% coded in Java with Oracle as back-end
— Project report

Best regards

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Proofreading English To French Website Pages- Belgium.

This is for a completion project for the following pages:

http://strategy-crm.com/fra/contact/
http://strategy-crm.com/fra/solutions-crm/
http://strategy-crm.com/fra/solutions-crm/planification-strategie-crm/
http://strategy-crm.com/fra/solutions-crm/amelioration-defficacite-en-milieu-de-travail/
http://strategy-crm.com/fra/developpement-dequipe/
http://strategy-crm.com/fra/beneficier-de-clients-satisfaits/

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Proofread Website From English To French For BE(RE-Post)

I had my site translated from English to french but it needs to be proofread for the Belgium Market or at least International French.

The English site is at: www.strategy-crm.com/
The french translation is at: www.strategy-crm.com/fra/

Many thanks

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Proofread Website From English To French For BE(RE-Post)

I had my site translated from English to french but it needs to be proofread for the Belgium Market or at least International French.

The English site is at: www.strategy-crm.com/
The french translation is at: www.strategy-crm.com/fra/

Many thanks

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OSX Server Address Book Integration With Capsule CRM

We need a script / daemon written which will play nicely on Mac OSX server and constantly synchronize our CRM system ( capsulecrm.com ) and OSX Address Book Server on our OSX Snow Leopard Mac Mini server.

We dont mind what language although for high level scripting languages we prefer Ruby, Python and Perl in that order. We rather suspect that the best solution would be in Objective C so it could run as a true Mac OSX service, a bidder offering such a solution (or who knows a better way!) will be highly favoured.

The Capsule CRM API is here:

http://capsulecrm.com/help/page/api_gettingstarted

.. and the contacts bits here:

http://capsulecrm.com/help/page/javelin_api_party

Wed want all contact fields available in the CRM syncd both ways, with a customizable polling interval or even better using push if supported by Capsule.

We will fully own the IP of all systems and code developed for this project by the successful bidder.

We cannot provide access to either our CRM account or OSX server, however there is a free account option on capsulecrm.com which can be used for testing.

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PHP MySql Professionals Only Complete Site With CRM

PHP MySql Professionals only complete site with complex site CRM

YOU MUST HAVE OVER 20 GOOD REVIEWS TO BE CONSIDERED
$300 Bonus if site is 100% satisfactory to our expectation

1. Homes for sale data will be aggregated from rets.org site to our main site

2. Need a CRM that will show:
a. What search engine the client was generated from and what key words the customer typed
b. Last log in for client, and what properties where viewed by the customer, how long the customer was on our site
c. If customer does not log on for 1 week email will be generated to customer

More information will be provided to bidders, Send me the url of your best website don

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PHP MySql Professionals Only Complete Site With CRM

PHP MySql Professionals only complete site with complex site CRM

YOU MUST HAVE OVER 20 GOOD REVIEWS TO BE CONSIDERED
$300 Bonus if site is 100% satisfactory to our expectation

1. Homes for sale data will be aggregated from rets.org site to our main site

2. Need a CRM that will show:
a. What search engine the client was generated from and what key words the customer typed
b. Last log in for client, and what properties where viewed by the customer, how long the customer was on our site
c. If customer does not log on for 1 week email will be generated to customer

More information will be provided to bidders, Send me the url of your best website don

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Web Based Workflow And CRM

We are looking for a solution of workflow, CRM and more. the details are:

1, we do not need MRP or ERP like huge system;
2, we focus on data, report, statistics, status and workflow;
3, it will have some basic modules like finance, accounting, CRM, HR, vendor management, etc ;
4, the work flow is, RFQ-quotation-order-PO-updates-payment records-cost records-shipping records-final accounting;

anyone who has a ready solution can contact us and bid.

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Proofread Website Translated From English To French For BE

I had my site translated from English to french but it needs to be proofread for the Belgium Market or at least International French.

The English site is at: www.strategy-crm.com/
The french translation is at: www.strategy-crm.com/fra/

Many thanks

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SugarCRM Guru Needed Now!

We need a sugar crm guru to act quickly to finish off 2 besPoke modules.

1) we have a clients section and members section, a member looks after a client and we need ability to choose member via postcode. Postcode has already been setup but matching service is not.

2) we need function to archive records for all jobs made on website so that they can not be deleted.

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Crm Web Application

We are looking to have a web based CRM developed SaaS model.

Reference competitor systems: highrisehq.com , bigcontacts.com , karmacrm.com
Clean Web 2.0 GUI and fast loading application. I am thinking to have it developed in ROR + AJAX

You will also be responsible for creating tutorial. Provide 60 days support once software is live.

The software will be free for about 3 months for users to do beta testing. Once we are ready for "paid" launch we will need a sign up system so user can sign up for 30 day free trial,etc. Full administrative backend tool,etc.

We are looking for a long term relationship as this is a big project. Please give us your BEST bid, we will also pay a bonus once our company generates revenue.

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Sugar Crm Guru Needed!

We need a sugar crm guru to act quickly to finish off 2 besPoke modules.

1) we have a clients section and members section, a member looks after a client and we need ability to choose member via postcode. Postcode has already been setup but matching service is not.

2) we need function to archive records for all jobs made on website so that they can not be deleted.

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Need A Blog Site Create In WordPress

We would like a new website created using WordPress and launched on our server.
We are looking for a 2 column page design. Left side being content (blog articles) and the right side with categories such as:
– Search
– Email subscription
– RSS Feeds
– Recent Posts
– Recent comments
– Facebook and twitter links
– Links
– Tag cloud
– Archives

On the top of the webpage we would like a graphic (we can create if need be) that includes our logo and matches in with our current website color wise. If we are to create, then we would need to be told the size to create.

Under the graphic we would like some tabs: Home, Dynamics GP, Dynamics NAV, Dynamics CRM, About, Contact & Website.
We would like the tabs to function as below:
– Home – will display latest posts from GP, NAV and CRM – maybe latest 5?
– Dynamics GP – will be all blogs about GP only
– Dynamics NAV – will be all blogs about NAV only
– Dynamics CRM – will contain all blogs about CRM only
– About will be text about us page
– website will launch our website in a new window

We are looking for this to be created and deployed ASAP.

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Uppdate Microsoft CRM 3.0 With Rollup 1,2 And 3 And Fix Bugs

I use Microsoft CRM 3.0 installed in server SBS 2003.

I need update CRM 3.0 with Rollup 1, 2 and 3.

Fix the problem that the CRM users are not sending the direct mail.

I need a freelancer who has deep knowledge in this software because I have installed customizations that can not be changed.

I already did download the packages Rollups.

After installation, the CRM 3.0 has to work without problems or data loss.

Please, just bid if you have full knowledge of the subject.

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V Tiger CRM And Segpay Payment Gateway Integration

One of our client is in need of CRM for their TeleSales campaign, and we recommended vtiger to them. However out of box install of Vtiger fulfills their most requirements, few need customization as below.

Segpay payment integration : They have segpay account and they need to integrate with Vtiger CRM. VTiger CRM has plant authorization payment gateway module which is denied by client due to the extra services charges.

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Html Views For CRM System

Create HTML views for our CRM sytem. There are three views which we need coding. This job requires html and css skills.

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V-Tiger CRM Installation Shape Up…

We have implemented lately Vtiger 5.1.0. In the current installation we have some issues configuring it properly. We require support for:

– Set the email server configurations to work properly.
– Set up the regular backup server, either the internal or other.
– Set up the work-flow configuration (Workflow cron script configured) so they can be implemented and used.
– Customer Portal up and running properly.

Remark. If a re-installation or upgrade is needed, current database shall be secured, current extensions reinstalled and overall configuration restored.

Also we want some Extensions to be installed…

– Add and configure a plug-in for Accounting, so Vtiger has Accounting capabilities. There is one in the market place (aXaccounting) but maybe you know other.
– Set-up the PDF template plugins (One of them PDF Configurator for v5.1 by crm-now) so we can configure different templates.
– vts projects modules
– Free Email Maker
– vttwitter 1.1
– vgcal for vtiger CRM 5.1.0

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Opentaps Installation

HI, we need someone who can install and setup up Opentaps ERP + CRM software on our server and site.

The following are required:
MUST have done this before (VERY IMPORTANT)
MUST have over 20 (POSITIVE) in your score as a supplier

We are looking to get this project started as soon as we can.

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SugarCRM Maintenance Partner

We need support person to work with us for periodic updates and enhancements/ configurations for a SugarCRM installation. Activities include addressing some error messages from a prior installed reporting package and installing upgrades. We may also want reporting enhancements. Please estimate jobs:
1) Fix bug errors (see below)
2) Install minor release upgrade from 6.0.1 to current
3) Fees for on-going maint

An example of the error message is as follows:

Warning: include(custom/metadata/kreportsnapshotsMetaData.php) [function.include]: failed to open stream: No such file or directory in /home2/revenuea/public_html/intranet/crm/custom/application/Ext/TableDictionary/tabledictionary.ext.php on line 6

Warning: include(custom/metadata/kreportsnapshotsMetaData.php) [function.include]: failed to open stream: No such file or directory in /home2/revenuea/public_html/intranet/crm/custom/application/Ext/TableDictionary/tabledictionary.ext.php on line 6

Warning: include() [function.include]: Failed opening custom/metadata/kreportsnapshotsMetaData.php for inclusion (include_path=/home2/revenuea/public_html/intranet/crm/include/..:.:/usr/lib/php:/usr/local/lib/php) in /home2/revenuea/public_html/intranet/crm/custom/application/Ext/TableDictionary/tabledictionary.ext.php on line 6

* Created a new Contact – Sales Jones
* Created a new Account – Leo walser
* Created a new Opportunity – Sales Jones Test
* Created a new Call – Test Call

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Brokerage CRM / GeoDatabase

This project is a Customer Relationship Management database combined with a GeoDatabase of store locations and everything in between necessary to make it an effective tool for what I do.

I sell and lease shopping centers as a commercial real estate broker. Ive been in the industry 13 years and have a strong database & GIS background. Ive migrated from an Access database after normalizing all the tables and designing many forms and reports that I use everyday.

I am putting this application online for use among a group of coworkers around the country. The database is on MySQL. I am using Amazon AWS including S3, EC2 and RDS. The middleware that Ive selected is Wavemaker. I am just now getting started with the GoogleMaps API.

I could probably build this slowly over the next few months in my free time, but I would like to speed up the process. I picked Wavemaker because it seems like a tool that I could use to tweak the application as I go.

If you think you could be of assistance in this project, please contact me to discuss.

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Looking For PHP Based CRM

Hi, were looking for PHP based CRM to use as platform / framework. We would like to check its functionality together with you and extend it in nearby future.

Respond with:

– Screenshots
– Functionality

Do not respond

– If you have SugarCRM, vTiger or Compiere fork
– If its hosted solution

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Real Estate CRM Like Easybroker.com

What we need is a similar system to the one the have at easybroker.com What we are looking for is everything that this site has to offer except the website generator and the real estate portals they offer. We already have a very powerful 3rd party web program that connects us to these portals. What we are missing is the CRM system that easybroker.com has so cleverly crafted. We would also like to have the option to have different language packages for this system.
Also, if it is possible we would like the information to sync with our listings database, so we wont need to book a listing in out system and again in the CRM system.
Lastly we would like it to intergrate with google so that when a new potential customer sends us an email we can add him to our crm system in gmail. (this is simular to crm.zoho.com has it)

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Software C# Mini CRM + Register Students +Print Certificates

This is for a company that runs training programs. With the development of this program the company would like to keep records of instructors (lecturers) and students. After keeping these records the administrator must be able to print the names of the students (plus more info) into a certificate and a small pocket card (not visa type card, just normal print).

It will also work like a mini CRM to keep records of what communication this company has with its clients.

More details will be given to winning bidder. Please explain which way (software, language) will you develop it with.
Must have backup capability.
Must be able to operate it from different computers (multi-user).

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Sugar CRM Setup And Customization

I am looking for a professional sugar CRM expert that can help setup my companies

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Simple E-Mail Client Mime Parser

I have a custom CRM I am working on.
The crm has a custom email client inside of it.

I need the client to parse incoming emails correctly, handle attachments, etc.

This is straight forward:
1.) Fix the incoming email so body is seperated from the headers
2.) Handle attachments, images, documents, save them to a dir, and link them up in the database.

Thats it.

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Add Accounts/contacts Info To CRM

From 2 PDFs add accounts/contacts info to CRM as discussed

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Customization Of CRM Software (force.com)

We are a startup company and recently introduced CRM software.
(Posting of contact details is prohibited by Freelancer.com admin)

We would like to implement Partner Relationship Management module.

We need;

General Counseling on how to design process and incentives.
Development/Customization

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Kayako Integration

I am looking for someone to work with that knows their way around kayako.com

We want to integrate a CRM solution into Kayako, so we can use it for support and for CRM info.

We need someone who can customize it to fit our needs.

Please bid on 75 hours of work.

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Sugar CRM INSTALL

I need the "Sugar CRM community edition" www.sugarcrm.com installed on my server. We want to be able to manage incoming phone calls to our Digium Switchvox (www.switchvox.com)

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