In Progress

Build me a CRM for a finance project

CRM development on Bootstrap 4 framework:

Features required:

- Dashboard

- Customers

- Multiple contacts

- Sales

- Profits

- Appendixes

- Invoices

- Payments

- Credit Notes

- Contracts

- Contract Dashboard

- Contract Types

- List of contracts

- Expenses - Internal and External

- Support - Ticketing System

- Knowledge Base - Internal and External

- Reporting

- Sales

- Expenses

- Contracts

- Invoicing

- Timesheets

- Announcements - Mass Emailing System

- Setup

- Staff

- Customers (Groups)

- Support (Departments, Predefined Replies, Ticket Priority, Ticket Status, Services, Spam filters)

- Leads (Sources, Statuses, Email integration, Web to lead)

- Finance (Tax Rates, Type of invoice, Currencies, Payment Modes, Expense categories, Banking )

- Contracts

- Modules

- Email Templates (access to setup templates for Apendixes, contracts, new customer setup, ticketing, etc)

- Custom Fields (possibility to setup custom fields)

- GDPR (Right to .....)

- General Settings (Company Info, Localization, Email, Finance, Payment Gateways, Customers, Tasks, Support, Calendar, E-sign, Cron Jobs, )

The features explained above include only general information, for more details please review PDF attached.

Skills: PHP, Website Design, HTML, CRM, Software Architecture

About the Employer:
( 0 reviews ) Bucharest, Romania

Project ID: #21846091

Awarded to:


Hello, Thanks for posting this job. I have read your requirements carefully. I am very interested in your proposal. Please message me to discuss further. Best Regards!

$4000 USD in 40 days
(28 Reviews)

109 freelancers are bidding on average $4234 for this job


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$4000 USD in 7 days
(323 Reviews)

Hi Reviewed project details and the attached PDF. Can we discuss in detail? We are a reputed IT company with up-to 15 years experienced professionals. We are serving in more than 50 countries and have experience deve More

$4000 USD in 45 days
(216 Reviews)

Hi, Will provide required CRM system having features and functionality as mentioned in attached doc and description. Will provide same flow and eye catchy , user friendly design layout . Thanks:)

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(195 Reviews)

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(364 Reviews)

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(340 Reviews)

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(118 Reviews)

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(325 Reviews)

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(220 Reviews)

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(320 Reviews)

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$5000 USD in 45 days
(224 Reviews)

Hello I am ready to help you to develop a CRM with these features : Features required: - Dashboard - Customers - Multiple contacts - Sales - Profits - Appendixes - Invoices - Payments - Credit Notes - More

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