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CRM for Contractors - Wordpress Plugin
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IT & Programming > Web Programming

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The client has made the following changes to the job.

Description
Date

Job awarded.

Jan 17, 2013
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Job Description

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  • Posted: Fri, Nov 02, 2012
  • Time Left: Closed
  • Location: Anywhere
  • Client prefers freelancers from:
    Anywhere

    You are still able to submit a proposal for this job.

    The client prefers freelancers from
    a different location.

    You're still able to submit a proposal for this job, regardless of your location.
  • Start: Immediately
  • Budget: $1,000 - $5,000
  • Fixed Price Job
  • Elance Escrow Protection
  • W9 Not Required
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I looking to get a basic CRM made for contractors that would be hosted online. The purpose is to allow us to take a lead, enter it into our system and assign to sales person on their calendar, track the sales process and our employees to make sure estimate is created, follow up is made, deal is closed, scheduling job, and collecting money on job, final follow up with customer, and create notifications and reminders to contact customers at a later time for more work. I want to be able to create email templates that I can enter in to go out between stages based on set amount of days. Emails would be used to tell customer when they will be meeting with sales men, email telling customer we mailed contract, email asking for sale, email telling them when we are starting job, email thanking customer for hiring us. I need to be able to create these, add amount of days, and attach to process.

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Job ID: 34881821
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