We need CRM system with Lead Conversion and Inventory Forecast (Responsive with Elegant Design). I have bought CIUIS CRM from CodeCanyon, you just need to expand from there. Alternatively, you can develop from scratch in Laravel
-) min 3 years in developing website using CodeIgniter/Laravel
-) min 3 years in developing responsive layout using bootstrap
-) min 2 years in developing CRM system
-) Design, Quality and Timeline are very important
-) Produce clean code which easily to be scaled
Functional Requirements, here are the additional key modules that we need:
1. Sales activity
-) Sales include their daily report, customer name and contact details, project details, next follow up, progress in percentages for closing order
2. Leads conversion
-) In this process, we usually receive inquiry from customer through sales, and sales will info to the sales admin to make a bid and so far we never measure quotation how many percentage is closing become an order. At the moment, we manually create a report in excel.
-) We need 1 module, for sales admin / sales can directly make quotation from the module and can directly sent to customer.
-) After that, the sales team must update whether the quotation become an order, waiting or lose.
By having this module we can see the conversion rate. We will distinguish that this conversion rate for existing customers or new customers.
-) For customers who repeat orders, without going through quotation, will also keep input to the ordering system.
3. Status of Order
-) Based on the incoming order either through quotation or repeat order, then the sales admin will enter the estimated delivery time for the PO. Every sales team can see that info in the system. They can schedule to order them when the plan is delivered to the customer.
The PO can be monitored until the order can be sent in full or partial
4. Sales forecast
-) Each sales can enter their sales forecast into the system, either in the form of contract or customer who will buy regularly every month. Item and quantity
5. Inventory planning
Based on the sales forecast entered by the sales, the purchasing team can do the order plan for the item.
Each item must be completed with lead time and stock buffer. We can categorise the type of goods in 3 categories: fast, middle, slow moving. This will determine the required stock buffer
6. Sales forecast review
From sales forecast which has been done, we can compare with sales realisation, therefore we can rate every sales percentage of sales forecast which has been submitted.
When you bid the project please put CRM websites only that you have ever developed. By applying this, you are agreed that you will do a simple technical test, interview and need to sign NDA about not reuse or publish or share the code or part of the code to others.
Simple Technical Test
Please create a simple customer management module in which through this module, users can view list of customers, add/update and delete customer records. In addition, users also can export the record in pdf.
-) CustomerID (Integer)
-) First Name (String)
-) Last Name (String)
-) DOB (String)
-) Gender Male/Female (Bool)
-) Phone Number (Integer)
-) Email Address (String)
-) Company Name (String)
Framework: [login to view URL]
Bootstrap: [login to view URL] /
Publish code in github: [login to view URL]
Deploy web in free tier: [login to view URL] free/ atau [login to view URL]
Please feel free to add exception handling as necessary based on right logic
Use partial rendering, no need to refresh whole page
If you have your own server, you can deploy the website in your server for convenient. No need to register in other servers for deployment.
50 freelancers están ofertando el promedio de $638 para este trabajo
hello, our team would like to develop Your CRM website. We have good experience in PHP(Laravel, Codeignitor etc). Waiting for Your reply for discussion more questions.
Hi, I was going through your project specs and I have some questions to ask you. Please check : [login to view URL] Are you available to have a quick chat now? Thanks and Best Regards Deb Team rplanx
I will do it. I am here to communicate with you about this job. If you are interested. I do it for free according to your guidelines also please check my recent work and all reviews. Thanks!