EspoCRM Customization For Customized Management System
Budget: ₹1,500 – ₹12,500 INR
EspoCRM Customization Expert Needed – Vendor-Customer Management System
Description:
We are looking for an experienced EspoCRM developer to customize the platform into a tailored solution that manages communication and case handling between our customers, internal team, and vendors.
Project Overview:
Our business model functions with our internal team as the intermediary between customers and vendors. We need a CRM setup where:
Customers can submit requests (via a form or portal)
Our internal team receives the request, creates a case, and manages it
Cases are then assigned to appropriate vendors
Customers must not have any access to or visibility of vendors
This will primarily be a case/request management system, with strict role-based access control.
Key Requirements:
Proven experience with EspoCRM customization (custom entities, roles, portals, workflows)
Create separate roles and views for:
Customers (submit and view their own cases)
Internal team (manage cases, assign vendors)
Vendors (view and respond to assigned cases only)
Configure customer and vendor portals with the correct access
Implement form-based submissions for customer requests
Notification and status update system for all involved parties
Dashboard and case tracking features for the internal team
Preferred Skills:
Experience with EspoCRM extensions and module development
Familiarity with API integration and third-party tools
Ability to deploy and configure EspoCRM on cloud servers
Clean and user-friendly interface customization
Project Details:
This is a one-time customization project with potential for ongoing support
Target delivery timeline: 3 to 5 weeks
Budget: Open to reasonable proposals based on experience and delivery capability
To Apply:
Please include the following in your proposal:
Brief overview of your experience with EspoCRM or similar systems
Examples of past CRM customization work
Estimated timeline and cost
Any initial thoughts or suggestions based on the project requirements
Description:
We are looking for an experienced EspoCRM developer to customize the platform into a tailored solution that manages communication and case handling between our customers, internal team, and vendors.
Project Overview:
Our business model functions with our internal team as the intermediary between customers and vendors. We need a CRM setup where:
Customers can submit requests (via a form or portal)
Our internal team receives the request, creates a case, and manages it
Cases are then assigned to appropriate vendors
Customers must not have any access to or visibility of vendors
This will primarily be a case/request management system, with strict role-based access control.
Key Requirements:
Proven experience with EspoCRM customization (custom entities, roles, portals, workflows)
Create separate roles and views for:
Customers (submit and view their own cases)
Internal team (manage cases, assign vendors)
Vendors (view and respond to assigned cases only)
Configure customer and vendor portals with the correct access
Implement form-based submissions for customer requests
Notification and status update system for all involved parties
Dashboard and case tracking features for the internal team
Preferred Skills:
Experience with EspoCRM extensions and module development
Familiarity with API integration and third-party tools
Ability to deploy and configure EspoCRM on cloud servers
Clean and user-friendly interface customization
Project Details:
This is a one-time customization project with potential for ongoing support
Target delivery timeline: 3 to 5 weeks
Budget: Open to reasonable proposals based on experience and delivery capability
To Apply:
Please include the following in your proposal:
Brief overview of your experience with EspoCRM or similar systems
Examples of past CRM customization work
Estimated timeline and cost
Any initial thoughts or suggestions based on the project requirements