Online CRM Solution for Mid-Size Team
Budget: $30 – $250 USD
I'm looking to have a CRM solution developed or adapted from existing platforms such as Bitrix24 or Pipedrive. This system needs to efficiently manage contacts and track the sales pipeline for around 11-50 users at any given time. The key features I am looking for include:
- Contact management: Users should be able to add, remove, and edit contacts with ease while providing a comprehensive look at each party's history and interactions.
- Sales pipeline tracking: It's crucial that our team can track the progress of sales activities, revealing what's working and what's not.
Your experience with Bitrix24 or Pipedrive systems, or similar CRM platforms, would be a significant advantage. A solid background in CRM development, user interface design, and a thorough understanding of sales processes are key for achieving the tailored solution we're aiming for.
Key features
• From lead to customer
• Rules & triggers
• Lead generation/Deal mgt/contract mgt/workflow automation/sales process builder/rules
• Automate invoicing
• Influential deal/Brand deal
• Deal preparation
• Automatically saved
• Required field in customer contact info
• Search for client
• Deal data entry
• Stages naming
• Invoice generation + customization in currency USD/AED + payment terms + download to customize
• Attach a contract to every deal
• 2 deal cycles: Talent mgt & sponsorship mgt – Influential mgt
• Invoice numbering sequential
• Deal signed first/received contract/Invoice ready
• Tax adjustments
Delivery in 1 week
- Contact management: Users should be able to add, remove, and edit contacts with ease while providing a comprehensive look at each party's history and interactions.
- Sales pipeline tracking: It's crucial that our team can track the progress of sales activities, revealing what's working and what's not.
Your experience with Bitrix24 or Pipedrive systems, or similar CRM platforms, would be a significant advantage. A solid background in CRM development, user interface design, and a thorough understanding of sales processes are key for achieving the tailored solution we're aiming for.
Key features
• From lead to customer
• Rules & triggers
• Lead generation/Deal mgt/contract mgt/workflow automation/sales process builder/rules
• Automate invoicing
• Influential deal/Brand deal
• Deal preparation
• Automatically saved
• Required field in customer contact info
• Search for client
• Deal data entry
• Stages naming
• Invoice generation + customization in currency USD/AED + payment terms + download to customize
• Attach a contract to every deal
• 2 deal cycles: Talent mgt & sponsorship mgt – Influential mgt
• Invoice numbering sequential
• Deal signed first/received contract/Invoice ready
• Tax adjustments
Delivery in 1 week