SuiteCRM customization and enhancements

Hello teams,

One of our client needs customization in SuiteCRM to make it more convenient for their operative team to handle admission procure. Based on meetings with client we have prepared the flow & user interface of what they want. It should not be exact replica but should have exact features and operational results.

Customization mainly consists:

1. Bringing most of the functionality on one form i.e. Lead generation and conversion form

along with easy navigation, logs and and changing of status of lead. i.e. [login to view URL]

2. Customization lead capturing section from different sources i.e. [login to view URL]

3. Lead conversion as per education/admission pipeline i.e. [login to view URL]

4. Reporting and analytics

5. Easy user management and lead assignment

6. Better Lead analysis i.e. [login to view URL]

7. Integration with Mautic for drip messaging and enhanced marketing

Note: Shared screenshots are just for reference and not exact design and UI. It can be better or as per SuiteCRM's UI. Team who has experience with customization of SuiteCRM/Sugar CRM and can help us integrated it with Mautic has better chances of getting this project.

Further detailed will only be shared with teams after discussion and once we decide who are good in customizing SuiteCRM/SugarCRM.

payment terms: All payments thru escrow and no upfronts. 25% when 50% of work completed 40% when 100% of work completed. Rest 25% after final testing and delivery. We are 10 year old company and we always pay.

Cheers

KN

CRM MySQL PHP SugarCRM

Rif. progetto: #15840184

Info sul progetto