Customization and Additional Modules Development In Perfex CRM -- 2
₹37500-75000 INR
Paid on delivery
Customization
#1 Multi Location
#2 Permissions:
As of now, We can grant permissions to staff of (View Own or Global Data), additionally I need a option for Managers of View His Team Data.
#3 Sales Workflow
(General Sales / Spare / Service / AMC)
i. Enquiry
(Permissions: Anyone in Sales Team Can Create and Approve)
Convert to Estimate
ii. Estimate
(Permissions: Anyone in Sales Team Can Create and Manager and MD can Approve)
Convert to SOP
iii. Sales order Profile
(Permissions: Anyone in Sales Team and Only MD can Approve)
*Revision Request and Assignment History
iv. Convert to Sales Order Confirmation
(Permissions: Anyone in Sales Team Can Create and Manager and MD can Approve)
Convert to SOP
v. Once Order Confirmation received
Commercial Team Will Check Stock
(If Stock Isn’t Available)
i. Create Purchase Order
(Anyone in Commercial Team Can Create and Only MD can Approve)
i. Once Goods Receipt
Generate Operational Verification (Quality Check)
ii. Inventory
Else
iii. Create Delivery Challan
ii. Raise Installation Call
#4 Customers : Customer can be Customer/Supplier/Dealer
i. Partner ID Will Be Associated With Every One
ii. Company Group will have extra fields, and I Need Industry and Sub Industry Selection Industry wise Reports
5. Create Vouchers and All Expenses and Invoices Will be Synced with TALLY ERP
6, Manage Service Calls, AMC Calls, Calibration Calls and Installation Calls
Skills Required
Project ID: #29874271
About the project
7 freelancers are bidding on average ₹60302 for this job
Hello Client, Hope you are doing well and safe. Understanding of project: As per your given briefing you are looking for skilled developer, who can able to do create CRM system, I am glad to say that I Have prior expe More