Hello, we need to develop a CRM system for our company. If you do not know what a CRM system, so do not bid on this project.
CRM system should contain the following things:
Sellers must create customers in the customer database, then call the customers and create contracts for customers
- All merchants should have the opportunity to reserve customers. (Customer Database)
- Display all in a timeline, what happens between a seller and a customer
- Sellers can search for another seller has reserved one customer
- When a seller has interests hosting a customer, he/she have a customer profile, where sellers can add all kind of information about the customer.
- Uploading files kundeprofolien, affecting customer
Email system (Can integrate an open source e-mail system)
- Inbox
- Sent email
- Trash
Calendar system
- Book meetings through customer profiles for clients, with notes
Stats
- How much all the sellers have sold for including your own
- See his own Budgett, how much he / she has set a goal. So that becomes a game
- Top 10 sellers list, what he / she has sold, and sold, see monthly sum, daily sum and total sum
- Medals for every seller, all sellers can see what diplomas each seller has seen
- Admin can see all the finery policy
- Salary sellers
- When a seller sells to a customer, so it takes a long time before the customer pays, between the time you will not slegeren get paid until the customer has paid
- Seller can see all his sales and admin approves any sale that is completed / paid to the addition of the salary
- Graph for sale / million sold / turnover
- Look at all the contracts that he / she has sold for
- Bonuses are recognized - How much he has received in bonuses and why he got this bonus
- See all wages from dawn to date
Admin
- If something has gone wrong in a contract, so the admin can adjust all contracts, delete, edit and modify
- Admin can change all budget revenues each seller
- Admin can see how many they have reached their budskjett
- Admin should be able to see which customers every seller has interests host / see which customers of the interests verte sold and not sold to
- Admin can lead the customers from one seller to another
- Possibility to change everything in the contract, add, remove, change: From Admin -> For Sellers
- Admin must be able to distribute various diplomas
- Admin can add a certificate, diploma which symbol should have, what color diploma must have
A more detailed document with the project being handed over at the start of the project.