vTiger CRM Setup and Customization
Budget: €700 – €900 EUR
We are looking for a skilled professional to install, configure, and customize a vTiger CRM system according to the functional requirements of our client. The goal is to implement a CRM solution that integrates with the client's existing systems and supports key business areas such as customer management, sales, marketing, and support ticketing.
Functional Requirements:
? Customer Database Area (Anagrafica):
Daily import of company records from the "Ad-Hoc" ERP system, including commercial category.
Enrichment of company data with revenue information (also from ERP).
Addition of custom fields related to the current year in the "Organizations" module.
? Sales Area:
Import of product list with price lists.
Quote generation and tracking, with alert system for follow-up reminders on sent quotes.
? Marketing Area:
Integration of a newsletter service (Turbo SMTP or similar service).
? Support & Ticketing Area:
Ticket creation system for customer assistance.
Management of ticket lifecycle: call reception time, technician assignment, and ticket closure.
Monthly report generation with a breakdown of tickets per customer and time spent on each case.
Other Requirements:
Full setup of the vTiger CRM environment.
Custom module creation and field configuration where necessary.
Integration with external systems (ERP, SMTP, etc.).
Ongoing support and possible further enhancements.
skill preferences (e.g., PHP, MySQL, vTiger experience).
Functional Requirements:
? Customer Database Area (Anagrafica):
Daily import of company records from the "Ad-Hoc" ERP system, including commercial category.
Enrichment of company data with revenue information (also from ERP).
Addition of custom fields related to the current year in the "Organizations" module.
? Sales Area:
Import of product list with price lists.
Quote generation and tracking, with alert system for follow-up reminders on sent quotes.
? Marketing Area:
Integration of a newsletter service (Turbo SMTP or similar service).
? Support & Ticketing Area:
Ticket creation system for customer assistance.
Management of ticket lifecycle: call reception time, technician assignment, and ticket closure.
Monthly report generation with a breakdown of tickets per customer and time spent on each case.
Other Requirements:
Full setup of the vTiger CRM environment.
Custom module creation and field configuration where necessary.
Integration with external systems (ERP, SMTP, etc.).
Ongoing support and possible further enhancements.
skill preferences (e.g., PHP, MySQL, vTiger experience).