Comprehensive Method CRM Customization Expert Needed

Hello Sajal M., I can get this project done ASAP with high accuracy! Intuit QuickBooks I am a qualified accountant and a certified quickbooks and Xero Advisor with 12 years of experience in bookkeeping, reconciliation, financial statements, AP/AR, taxation, etc. I have expertise in Zoho Books, Wave Apps, and Excel as well. I have helped multiple clients to do full cycle bookkeeping/accounting and maintain their books clean, accurate, and up to date. Lets connect in chat so that We discuss further. Thank You Akshay

Hello, I've just wrapped up reviewing the details. I noticed your job posting and I'm excited to offer my expertise in Software Architecture,CRM,Intuit QuickBooks with over 5 years of experience in similar projects, I've utilized the mentioned technologies extensively. I kindly request more details to be shared in the chat. Got it. "I understand the significance of this project to you and assure you of my commitment to delivering the highest quality results within your timeframe. I am available for further discussion if needed. Please feel free to reach out if you have any questions or require more information about me or my services. Thank you for considering me!" Portfolio: https://www.freelancer.com/u/Feriver Regards, Asif

As an experienced CRM developer, I'm confident that I possess the necessary skills and expertise to fulfill your need for comprehensive method CRM customization. I completely understand your vision of integrating ESTIMATES and INVOICES into a cohesive structure while maintaining full compatibility with QuickBooks. Drawing from my rich background in web development, especially in PHP, HTML, Javascript, and working knowledge of popular software like WordPress and e-commerce platforms, I can merge these functions seamlessly for you. With an eye for detail and problem-solving abilities, I can navigate the complexity you've presented effectively. My previous projects mirror this kind of meticulous approach towards meeting client's needs alongside quick troubleshooting and rectification. My ultimate goal has always been to exceed clients' expectations by delivering innovative and tailored solutions, exactly what you are seeking for. In the end, choosing me will guarantee not just clear communication throughout this project but more importantly a system perfectly suited to your unique workflow. Excited to convert your vision into a reality! It would be great to work with you on this valuable project!

Hello Sajal M., I understand that you are seeking a Comprehensive Method CRM customization expert to enhance the functionality of your CRM system, particularly regarding estimates, invoices, and QuickBooks integration. I will ensure that the ESTIMATE feature allows for deposits, displays balances, and effectively splits these balances across invoices. Additionally, I will work on showcasing related estimates and paid invoices on current invoices for better clarity and transparency in financial transactions. With my expertise in CRM customization and integration with accounting software like QuickBooks, I am confident in delivering a solution that meets your requirements. Throughout the project, I will maintain open and effective communication to ensure that your needs are met and expectations exceeded. Best regards, Aditya

Hello Sir/Ma'am, We've come across your project brief and are eager to collaborate with you to achieve your project objectives. RoundWeb Infotech is a dynamic and agile tech firm based in India. Our team is highly skilled and dedicated to delivering top-notch services. We are confident that our comprehensive range of services will effectively address your business needs and exceed your expectations. With over 10 years of successful experience, our pro-experts specialize in design, development, and various IT solutions. We ensure 100% client satisfaction through multiple iterations and unlimited revisions. Our team comprises industry experts proficient in: • Over 20 popular programming technologies and 30 frameworks • Website/CMS/Mobile app development • Graphic design, brand identity, and custom user interface design Are there any details you would like to discuss with us? Please feel free to connect with us via chat to discuss your goals for this project in detail so we can immediately start working on your project! We look forward to potentially contributing to your project and enhancing your business assets. Best Regards, Team at RoundWeb Infotech https://www.freelancer.com/u/akhilkanaujiya9

With a business acumen honed across a wide range of sectors, including financial services and operational efficiency, my consultancy, 8veer, is the perfect match for your Comprehensive Method CRM Customization project. I have extensive experience in CRM systems and understand the importance of tailoring them to fit your unique business processes. Your need for ESTIMATE functionality allowing deposits, displaying balance and splitting it up among invoices is precisely the kind of advanced customization our team excels at. Furthermore, as adept users of Intuit QuickBooks and certified experts in synchronizing it with CRM systems, we can ensure all of your ESTIMATES and INVOICES are seamlessly reflected in the QuickBooks ledger. To be able to involve your clients from estimation to completion in such a comprehensive manner is truly game-changing for any business, and we intend to deliver just that. Above all, our commitment to client satisfaction means that we are open to challenges and always eager to find innovative solutions. You mentioned that you may have been overthinking things but rest assured - we love complex projects! This is where we get to showcase our deep understanding of systems and adapt them perfectly to dynamic business needs. Choose 8veer; let's make complexity elegant and fuel your journey towards transformative success. Looking forward to elevating your Comprehensive Method CRM.