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Lead Management with built-in quotation and different admin / user rights

We are looking for a simple lead management system with four basic categories i.e.

1. LEAD

2. OPPORTUNITY

3. QUOTATION

4. NEGOTIATION

If the lead is Won or Lost, we want that to go in archive with reason why we won or why we lost.

When an opportunity matures, there should be a single click to convert into a quotation.

All fields on the quotation page should be editable and finally export in .pdf format.

The final total should automatically be calculated at the bottom of the quotation.

So basically it will have Customer table + Products table + taxes table + User management.

So when a lead / opportunity is created,

We need Admin and User separate logins and reports

We need a log of all the events of a particular lead when we click on that lead to track the changes from time to time.

We need a to do / task manager with reminder / notifications

We would also like to have facility to dial out directly from the lead. I don;t know how this is possible? but I have heard using some open source IPPBX, this is also possible.

Competenze: Amministrazione Database, MySQL, PHP, Web Hosting

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Sul datore di lavoro:
( 0 valutazioni ) India

ID Progetto: #12023340

13 freelance hanno fatto un'offerta media di ₹32130 per questo lavoro

alifinteractive

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latatestTech

With Freelancer Preferred badge bound to give 100% Quality (Let's Chat) Hello, A great team is here for your service!! I read the project description properly, and I agreed to fulfill 100% of all your requiremen Altro

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eclipsetechno

Hi , It is not possible to write the complete understanding here at [url removed, login to view] due to space problem. Better come for a discussion so that we can send you a proposal covering all the features and functionalities. W Altro

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amangpt145

Hello,I can complete your project on time and within your budget.I read through the job details extremely carefully and I am absolutely sure that I can do the project very well. I will give you our best work with our Altro

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yogeshssanwal

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simpishukla15

Dear Client, Thank you for looking at my candidature. I can fulfil your skills requirement and would like to discuss further on this. I would like to discuss further regarding feature development part. I am good Altro

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FutureTechno1

Hi there, I’d like to be considered for your job position. I’m a Web Developer with a strong background developing with back end & front end. I can turn your requirement in a way that represents your brand and appe Altro

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soniasappal

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mahiruho

Hello Sir, We need a good review for our profile(already we have some good review). We have a good web development team with 8+years of experience. We want to do work hard because we are new in freelancer. Please help Altro

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cnswebtech

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deltatechnepal

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technologics2

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