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I would like to hire a SugarCRM Developer

$5000-10000 USD

Closed
Posted over 7 years ago

$5000-10000 USD

Paid on delivery
Implementation Scope and Plan. Overview We launching a large real estate project on 19th November, 2016 and expects a lot of marketing and lead activities related to that project. A lot of Leads are already generated and being contacted. We would like to deploy the new CRM solution initially with at least the core functionalities (Lead management, Property Inventory and Enquiry Management) along with other required activities e.g. Lead import from Excel, Users and Roles setup, User Training etc. The other required functionalities like Payment Plan, Contract Management, and Commission Calculation can be implemented after the initial roll-out. Due to limited time available for analysis & implementation, we did not have sessions to discuss & specify functionalities in details that shall be delivered within this implementation. Therefore, the required functionalities are described at high-level here. As discussed, we shall configure the CRM modules (e.g. Lead) similar to our previous property developer solution model to enable faster implementation. We shall implement the customized functionalities and automations on best effort basis within the estimated time. Key Modules and Functionalities Required. As per discussions with Talal, the following modules and functionalities are required for the initial implementation (estimated time eight weeks). Campaign: -Create Campaigns and create Target Lists. - Create Email Templates and Execute Email Campaigns. - Track Email Campaign Response using Reports - Track Leads generated from Campaigns and estimate Campaign ROI - Note: the above functions can be done in either CRM or the Marketing Tool. The leads and campaigns related information will be visible in both CRM and the Marketing Tool Lead: - Capture Leads (from Campaigns, importing from Flat Files, from Website Forms and by adding using CRM system). Duplicate Lead validation and alert based on specific fields. - Follow-up Leads and track all communications (emails, meetings, offers) , notes & documents. - Track the Leads using automated processes and segment the Leads (e.g. Hot Leads, Dormant Leads, Not Contacted Leads, etc.) - Perform various bulk Lead data updates, e.g. bulk assignment, bulk status update, etc. - System to notify relevant users re Leads to be followed up or tasks/activities due. Property Inventory: - A module will be available in CRM where Property Inventory details (e.g. Project, Property Type, Bedroom, Price/SqFt, etc.) will be stored for the various Projects of MAG PD. - Initially the Property Inventory will be imported from Excel files. Then specific Users shall add/update Property Inventory. - Property delated documents e.g. Photos, Floor Plans can be attached to Properties. - Users will be able to search the Property Inventory using various fields, such Project, Bedroom, Price/SqFt, Construction Status, Availability Status etc. Enquiry/Offer: - Capture the specific property enquiry of the Lead and send Offers via email from the system. - System to be able to generate the Offer document using a pre-defined template. - System will show the history of Offers submitted to a Lead. Sales Contract: - Enable user to create a Contract record for a Lead who has agreed to purchase a property. A form will be provided to put in all Contract details including Payment Plan. - User can upload required documents and attach to the Contract record. - As discussed with MAG PD, the Sales Contract module will be implemented only if time is available after implementing other priority modules (Lead, Property and Enquiry). Payment Plan and Payment Tracking: - Users can attach a Payment Plan to a Contract. - Users with permissions can modify a standard Payment Plan. - System shall alerts users based on payment due dates and status. - Users can update details of payments made. Commission Calculation:  - System will enable to setup default commission rates for Sales Reps and Agent
Project ID: 11990377

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15 proposals
Remote project
Active 7 yrs ago

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15 freelancers are bidding on average $2,629 USD for this job
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Hello, I hope you're doing great. My name is Nikhil Sharma and I'm a SugarCRM consultant. I have been working on SugarCRM since the last 8 years. I started with Sugar when it was still in version 4 and know the SugarCRM framework inside-out. Let me start by giving a little background introduction about myself before coming to the SugarCRM implementation that I've done. I started out as a software engineer in one of the many IT companies that call Bangalore their home. My role was to customize SugarCRM for the clients. I was involved in the complete life cycle of the project from gathering requirements from the clients to customization, configuration, development and finally to implementation, maintenance and support. This gave me a unique opportunity to work with all stages of the project and to better understand how things should be done. 3 years back, I decided to work as a freelance consultant and have been doing the same since then. Some of the modules I've developed are: Inventory Management System Gantt Charts for Project Management Dynamic Reporting with on-the-fly search Mail Merge SMS Campaigns / Templates / Delivery Reports Payment Gateway Integration Magento ( E-commerce ) Integration Apart from this I've done many customizations on client to client basis. I am pretty sure that I'm a perfect fit for the job description that you've listed. I'm excited to hear back from you. Thank You, Nikhil Sharma
$564 USD in 2 days
5.0 (5 reviews)
4.9
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Hello Sir, Ready to start. You can find my reviews related to sugarcrm projects. Waiting for hearing from you. Regards, Sachin
$777 USD in 10 days
5.0 (3 reviews)
3.2
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Hello, "I read through the project description carefully and I am sure that I can do this project very well. I would like to discuss this project with you." I am a Developer with good knowledge in SugarCRM Development Graphic Design, Website Design, PHP, Software Architecture, JavaScript, jQuery, HTML5, CSS3 and Responsive. There would be no problem with me tempting for this project as I have a great deal of proficiency in this aspect of the program. It is also possible for me to translate designs and I have a good understanding of usability and appreciation for a good user experience. Please check my profile review for your ready reference: https://www.freelancer.com/u/akash9958.html Looking forward to hearing from you. Thanks. Puja Singh
$1,000 USD in 20 days
0.0 (0 reviews)
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hello Greetings !!! I have experience with several aspects of SugarCRM & SuiteCRM including custom configuration, formulas, reports, security controls, profile management, validation rules, workflow rules, email templates, custom objects, ETL tools, and more. I also have experience in operations and top notch skills in finance, project management, and process improvement that make me extremely valuable Please contact for more details Regards
$777 USD in 10 days
0.0 (0 reviews)
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dear client, I am from India and staying in Dubai. I have experience of more than 3 years working on RightNow CRM. I don't have hands on experience on sugar crm but given a chance, would like to prove myself. Sugar crm is open source and hence we may get help on internet as well. please feel free to call/whatsapp on +971561274855. we will make sure you see value of what you pay.
$667 USD in 30 days
0.0 (0 reviews)
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Hi there - My name is Anton. I’ve read your brief and can see that you’d like to build. I'm has 7 years experience designing and developing. I would approach your project by starting with wireframes and getting the design completed, before starting the actual development phase. I am highly qualified for this project and would love to speak with you further about taking this project on. Thank you for attention. I am waiting for your answer in the chat. p.s. i'm expert CodeIgniter I need this job.
$555 USD in 10 days
0.0 (0 reviews)
0.0
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Hi there.. I have read your project details completely and willing to do it for you... Check my recent reviews for our quality work on on time delivery :) Please inbox and we can discuss about project in more detail.
$4,000 USD in 35 days
0.0 (0 reviews)
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Dear Sir, I have read Project Description & understood the overall functionality but are you saying that this has to be done in this month? Please confirm, because we still need a detailed discussion before finalizing the cost and timeline. My current bid is just a placeholder to submit the proposal, so please initiate the chat thru' private message board. Look forward to hearing from you & start further discussion thru' private chat. Regards, YK LEADconcept
$5,294 USD in 60 days
0.0 (0 reviews)
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Hi there! My name is Abe, and I am the Business Analyst at GOLPIK. We are a Web Design & Development company, based in Lombard, IL with a phenomenally talented team of designers and developers. Please allow us ten minutes to go through your project description and we will get back to you with an appropriate proposal
$4,500 USD in 30 days
0.0 (0 reviews)
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Hello Sir, We are an Indian development company here. we have checked your posted details here and want more clarification in it, so message us to discuss on it more then we will able to move on it. Thanks
$3,000 USD in 30 days
0.0 (0 reviews)
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Salam, As discussed you are going to Launch on 19th November 16 & you are looking to get the CRM before the launch. Honestly, we are a In-House team of 45+ developers and we are confident of our potential and we can try our level best to get it done before the launch. When I was Analyzing the KEY FEATURES of the CRM module I made the following understanding - (Correct me if I'am Wrong) There will be Modules CAMPAIGNS MANAGEMENT- > Create Campaigns, Target Lists, Email Templates > Track Response of the Email Campaign > Track Leads generated from Campaigns > Estimation of RETURN ON INVESTMENT LEAD MANAGEMENT- > Capturing of Leads > Follow-up Leads and tracking the communications channels > Tracking the Leads using automated processes. > Performing various bulk Lead data updates. > System to notify relevant user. PROPERTY MANAGEMENT- > Property Inventory details & related documents (e.g. Project, Type, Bedroom, Price/SqFt, etc.) > Initially the Property Inventory will be imported from Excel files. > FILTERS will be there to search the Property Inventory - Project, Bedroom, Price/SqFt, Construction Status, Availability Status etc. Inquiry/Offer: > Capture the specific property inquiry, send Offers via email using a pre-defined template also show the history of Offers submitted to a Lead. Till here I have a pretty good understanding but I do have some Queries in SALES CONTRACT & PAYMENT PLAN & TRACK. Looking Forward to have a Quick discussion. CHEERS, DANY
$5,500 USD in 30 days
0.0 (0 reviews)
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About the client

Flag of UNITED ARAB EMIRATES
Dubai, United Arab Emirates
5.0
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Member since Nov 5, 2016

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