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wordpress crm similar functions like Jetpack plugin

$30-250 USD

Cerrado
Publicado hace más de 1 año

$30-250 USD

Pagado a la entrega
Wordpress invoicing and quote crm for lead management in call center with different user roles and permissions. Need Wordpress invoicing and quote crm for lead management in call centers with different user roles and permissions. The crm will be used by 2 different types of agents. Sales Agents and IT Agents. REQUIRED MENU ((SALES AGENTS)) Dashboard - Stats diagrams ((Invoice - No of sent invoices, Quotes - No of sent ((accepted optin, not accepted, etc))- if possible it displays real time results 1. Contacts/Leads/Businesses/Customers- Client Dashboard not needed ((Fields: Organisation Name,Address, City, Postal Code, Phone, Email, Option to select Service type he has chosen - Service 1-5, +3 custom text fields)) 2. Quotes (Submenu: View all, Create new) // Status: Verified//Open ((Double optin Proposal verification via eMail)) 3. INVOICE (Submenu: View all, Create new - predefined services should be displayed as option to select and proceed sending the invoice , contact details should be selectable from current clients database // Status: Paid//Open//Return-Storno) 4. Calendar / ToDo List-notification list ((for example- call client again on monday next week)) USER ROLES AND PERMISSIONS SUPERADMIN (all permisions)-Business Owner Administrator - Business Manager of his own Call Center (permission to add/edit Sales agents and IT agents) Agent Type 1 (Sales Agent)- permission to read/write- means to send and edit quotes and invoices, to edit his contacts/leads *BUT JUST HIS OWN ENTRIES, not those of his teammates. Jetpack is made for teams so that they can work in the same contacts list. Agent Type 2 (IT agent)- permission to see the list of sent quotes/proposals off all sales agents and see the status of accepted and confirmed emails by client (optin) After the clients have confirmed the proposal (quote) sent by Sales Agent, IT Agents can start to do their work. After they finish - must have option to edit the contact and check the box "IT DONE". Agent Type 2 (IT Agents) actually need menu with just the list of sent proposals of all sales agents in his team and should be able to read the status "confirmed" accepted optin by client. Don't forget the ADVANCED FILTER OPTIONS (filter by type, status, date, etc + search field to type in) Screenshots of similar CRMs will be sent to you.
ID del proyecto: 35958993

Información sobre el proyecto

10 propuestas
Proyecto remoto
Activo hace 1 año

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10 freelancers están ofertando un promedio de $224 USD por este trabajo
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Hello Milex2023, I AM READY TO START THIS PROJECT RIGHT AWAY. I have read your details posted in " wordpress crm similar functions like Jetpack plugin " project. I am really confident to take work on this project and I will Provide you Best quality work with Great Options in Fair price and less time depending on the complexity of your design. I have experience of more than 7 years in PHP, Website Design, WordPress, MySQL, HTML . I am an expert in this field. For my quality work, you can check my Portfolio and reviews: https://www.freelancer.com/u/yumnasyed8 Let’s have a quick conversation on the details to proceed further with this project. ready to serve you with my best services. Regards, Yumna Sh
$80 USD en 4 días
5,0 (27 comentarios)
5,2
5,2
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Nice to talk you Milex2023, After reading in detail the requirements of your project and concluding that they match my areas of knowledge and skills, I would like to introduce myself. My name is Anthony Muñoz and I am the lead engineer for DS Pro IT agency. I have worked for over 10 years in Backend and software development and have successfully done multiple jobs. It will be a pleasure to work together to make your project a reality. Please feel free to contact me. I´m looking forward to working with you. I really appreciate your time and remain attentive to any request or question. Greetings
$220 USD en 7 días
5,0 (6 comentarios)
5,4
5,4
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Hi Greetings! I am available right now for the project discussion and can start the project on an immediate basis. I have understood your project requirement I have7++ experience in design and development. I can handle projects from small styling to full development from scratch. I will provide a good result in a short time and satisfy you fully. We have experienced developers in Linux Golang Ubuntu WebRTC WHY-ME: » Ready to Start as Immediate& Proper Testing. » Keep your Data & Website Secure: Daily Progress Updates. » You will get 30-days FREE BUG-SUPPORT even after Project-Completion Please give me in touch and let's discuss more detail about your task via chat. Project milestones will be decided during chat Thanks and Regards Monika Jain Black Grapes Softech
$250 USD en 7 días
0,0 (0 comentarios)
0,0
0,0

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Bandera de BOSNIA AND HERZEGOVINA
Sarajevo, Bosnia and Herzegovina
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Miembro desde feb 10, 2023

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wordpress crm
$30-250 USD
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