Robust, Customized CRM Development
Budget: ₹1,500 – ₹12,500 INR
1. I need a CRM for Manage my Client Contact Details (Company Name, Phone, Phone 2, Phone 3, Phone 4, Phone 5, Contact Person 1, 2,…5. Email1, Email 2, Email 3, State, City, Sister concern (company) – 10K contacts
2. I have option to add lead/date from excel as well as manual (1 by 1 )
3. Prevent duplicity, (if a company/phone already added show error), I should option to merge or create duplicate data/Lead.
4. Must be sync what’s app message of client discussion (https://chromewebstore.google.com/detail/nhcjjamjidgpbfcdbjpbomfhffmmkohn?utm_source=item-share-cb )
5. I need 2 types of users like admin user and employee user.
6. Feature – Admin can see all details, like employee discussion with client over what’s app, upcoming follow-up, Hot deal, Pipe line, day/weekly/Monthly performance.
7. Only Admin have right to change/Delete the Client data.
8. Employees have option to add manual lead, create follow-wp, add remarks, get reminder of follow-up call before 10-15 mins, can see history of last discussion/Remarks, also can check what’s API Messages.
9. should have Audit Log (optional)
10. Should have option to back of Master Data
11. Should have option to search by Phone No, Email or Company Name.
12. I have big Rock Linux hosting (C panel) for hosting CRM.
13. Have option to bulk edit (like Lost lead – to – Fresh Lead)
2. I have option to add lead/date from excel as well as manual (1 by 1 )
3. Prevent duplicity, (if a company/phone already added show error), I should option to merge or create duplicate data/Lead.
4. Must be sync what’s app message of client discussion (https://chromewebstore.google.com/detail/nhcjjamjidgpbfcdbjpbomfhffmmkohn?utm_source=item-share-cb )
5. I need 2 types of users like admin user and employee user.
6. Feature – Admin can see all details, like employee discussion with client over what’s app, upcoming follow-up, Hot deal, Pipe line, day/weekly/Monthly performance.
7. Only Admin have right to change/Delete the Client data.
8. Employees have option to add manual lead, create follow-wp, add remarks, get reminder of follow-up call before 10-15 mins, can see history of last discussion/Remarks, also can check what’s API Messages.
9. should have Audit Log (optional)
10. Should have option to back of Master Data
11. Should have option to search by Phone No, Email or Company Name.
12. I have big Rock Linux hosting (C panel) for hosting CRM.
13. Have option to bulk edit (like Lost lead – to – Fresh Lead)
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