Cancelled

COLLECTION MODULE FOR VTIGER

Project Description:

We are a debt collection agency and need an experienced VTIGER developer to customize VTiger CRM software into a debt collection system for our use.

Our Clients are like paid TV users.

They have unpaid receivables or delinquent accounts (DA) which we are tasked to collect.

We have an inhouse Administrator who will import the cases from mCSV files provided by Client.

The Administrator will also create user accounts for Tele-Collectors to log in.

Requirement of System:

0. Install a vtiger in server: I will give you root access.

1. Input Cases or Delinquent Accounts (DA) from Clients

- import individual names/tel/details in CSV files

- entry screen to enter; for corporate customers

2. Administrator can assign DA to Tele-Collectors

3. Tele-Collectors login to system at start of day

-> see list of DA assigned to them

4. Tele-Collector calls DA

-> on-screen dialers that pick up DA tel. no from list

-> input details of calls to DA into screen

-> Can enter FOLLOW-UP schedules into calendar

-> Calendar to remind Tele-Collector on next log in

-> ENTER communication history of each DA

-> All communication trails are saved into SQL database

-> Enter Promise-to-Pay Date (generate reminder)

-> Enter Paid-Date provided by DA to Client

5. Admnistrator can import case file

-> can create and inactivate users

-> can call up reports on collection results

-> can enter actual payments as advised by Client

6. MUST BE EASY to navigate and use

7. Configure parameters SMTP server as is buggy : [url removed, login to view] it just does not accept parameters I input, but parameters are correct.

8. SECURE Vtiger: in the past I has a Vtiger but a hacker injected code into DB. PLease close all opportunities to inject code

BIDDERS:

- Please note I will need to see your prior VTIGER jobs before I award you.

I have added requirements. please check

whole new project is here:


We are a debt collection agency and need an experienced VTIGER/SUGARCRM developer to customize CRM software into a debt collection system for our use.

Our Clients are going to range from individuals to corporations.

They have unpaid receivables or delinquent accounts (DA) which we are tasked to collect.

We have an inhouse Administrator who will import the cases from CSV/xls/xlsx files provided by Client.

The Administrator will also create user accounts for Tele-Collectors, and Clients to log in.


Requirement of project:

INSTALLATION : on CENTOS server I will give you SSH access as root.

Install a vtiger/sugarcrm in server: I will give you root access.
Configure SMTP server
Connect Sugar CRM with Asterisk

IMPORT DATA FOR COLLECTIONS:

1. Input Cases or Delinquent Accounts (DA) from Clients


- import individual names/tel/details in CSV files associaded, if necessary, to corporate customers


2. Administrator can assign DA to Tele-Collectors



3. Tele-Collectors (Agents)login to system at start of day
-> see list of DA assigned to them

4. Tele-Collector calls DA
-> on-screen dialers that pick up DA tel. number from list
-> input details of calls to DA into screen
-> Can enter FOLLOW-UP schedules into calendar.

Those entries in calendar could trigger some workflow rules to set alerts, trigger other actions etc
Example, imgine Agent who calendarizes an action called "Send case to lawyer" this event will trigger a rule that
gathers all activities and data related with debtor and composes an email to lawyer firm.



-> Calendar to remind Tele-Collector on next log in
-> ENTER communication history of each DA
-> All communication trails are AUTOMATICALLY saved into SQL database, including Asterisk PBX logs.
-> Record calls

-> Enter Promise-to-Pay Date (generate reminder)
Agreement day
Initial payment day
Amount agreeded
Cycle for payment: Example each 2 weeks from Agreement day or each week or each month etc.
Support Document: We can link a scan of a signed letter of promise of payment or we can online record conversation with debtor where he agrees to pay under certain conditions.

-> Enter Paid-Date provided by DA to Client: This is when we identify debtor payment and then we update CRM.

5. Admnistrator can import case file
-> can create and inactivate users
-> can call up reports on collection results
-> can enter actual payments as advised by Client

6. MUST BE EASY to navigate and use

7. Configure parameters for email SMTP server as is buggy : https://forums.vtiger.com/viewtopic.php?t=25798 it just does not accept parameters I input, but parameters are correct.

8. SECURE : in the past I has a Vtiger but a hacker injected code into DB. PLease close all opportunities to inject code

9. Configure workflow rules to add alerts or trigger other actions as required. Please quote around 20 rules, as I want to make things as automatic as possible.

10. online REPORTS:

-Client statement: Displays each debt account, related activities, tasks and must important part is how much money was recovered and calculated agency collections fee. I mean this is an INVOICE.
-
We have different contracts/agreements for different clients, as a result fees are calculated from a variable percentage comission and other fixed fees:


COMISSION FEES

Example:

CLIENT A

Age DAYS Age DAYS
RANGE-MIN RANGE-MAX COMISSION RECOVERY FEE
0 30 1%
31 60 20%
61 180 25%


but note that for client B values might change:

CLIENT B

Age DAYS Age DAYS
RANGE-MIN RANGE-MAX COMISSION RECOVERY FEE
0 90 10%
91 360 40%
181 10000 50%

FIXED FEES

CLIENT A MONTHLY AGENCY FEE USD 20
CLIENT A YEARLY COURRIER USD 50
CLIENT A WEEKLY DATA QUALITY USD 23
CLIENT B MONTHLY AGENCY FEE USD 40
CLIENT B WEEKLY Phone research USD 30

So in order to create an invoice, is necessary to calculate comission fees and add fixed fees for each Client.



12. Configure these roles:

Admin: Total power over system
Agent Manager: add/activate/deactivate Agents, add crm logs,
Agent: follow up debts, add activities, tasks, etc
Client: We should be able to determinate if we want Client to see all activities, tasks,
Reader

13. We are using www.wolvol.com laptops ONLY FOR AGENTS AND AGENT MANGERS. They are very simple. Max screen size 800x480. Forms intended to be used by above mentioned roles must be designed to run as past as possible in that small screen.


BIDDERS:
- Please note I will need to see your prior VTIGER/sugar crm jobs before I award you.

Skills: CRM, PHP, Software Architecture, SugarCRM, vTiger

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About the Employer:
( 77 reviews ) Heredia, Costa Rica

Project ID: #5924806

2 freelancers are bidding on average $218 for this job

otssols

Hi, Thanks for your post ! ...As per my UNDERSTANDING: .......We need to customize your existing vTiger CRM system into a debt collection system for your internal use...Tasks which needs to be done by us as mentioned b More

$206 USD in 3 days
(15 Reviews)
6.8
fixfin

Hi We are confident that we can accomplish the project as per your requirement. You are requested to go through our Profile to know our domain knowledge and our Services. We have done lots of customization on vTi More

$230 USD in 15 days
(9 Reviews)
3.7