CRM for order accounting
It is necessary to create a CRM or OMS for internal financial reporting.
(Currently, the reporting is done in Excel).
Essentially, we need to transfer the table from Excel to some program.
The main fields in the table:
- order number
- full name
- payment date
- amount
- currency
- amount in national currency (should automatically pull the exchange rate from the national bank)
- service execution date
- amount spent on service execution
- amount spent on service execution in national currency
- date of funds withdrawal
- date when funds from the client were received from the acquirer
Some fields should be created automatically based on information from the payment system (payment received, order created immediately, amount and date). Other fields are filled in manually.
There should also be the ability to export to Excel and filter by each field.
I would like to discuss in more detail on a call, after which we will create the technical specification.
-
1 day22 USD
1 day22 USD
Hello, Oleksandr
We have for you either a cloud solution for automating your tasks starting from €10/month or a desktop program for accounting BAS in which you can also manage your accounting and much more.
We professionally engage in the automation of companies and online trading. Contact us, we will definitely find something suitable.
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1 day111 USD
1 day111 USD
I suggest doing everything based on the headless CMS Directus or its analogs. I use this system for tracking clients, projects, tasks, and payments. There is an option to install it on a server or pay for access to the cloud.
https://directus.io/
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15 days401 USD
15 days401 USD
🔹 **Examples of my work:**
- [The Nines](https://www.thenines.com/)
- [The Inn at 97 Winder](https://www.theinnat97winder.com/)
- [Houston Zoo](https://www.houstonzoo.org/)
- [Plurimi](https://www.plurimi.com/)
**Hello!**
After evaluating your task, I can propose the development of a **CRM/OMS system** for order and finance accounting.
…
### **What will be implemented?**
✅ **Automatic order creation** based on data from the payment system (payment → entry in CRM).
✅ **Addition of all necessary fields**, including automatic loading of the exchange rate from the National Bank.
✅ **Possibility of manual editing** of orders.
✅ **Filtering by each field** for quick information search.
✅ **Export to Excel** for convenient data handling.
### **Estimated terms:**
**10–15 days**, depending on the details of integration with payment systems.
### **Cost:**
**from 18,000 UAH** (depends on complexity).
Ready to discuss the details on a call and prepare a detailed technical specification! 😊
-
1 day187 USD
6030 58 0 1 1 day187 USD
Good day
I am ready to collaborate). I have extensive experience in project management, including writing Technical Specifications (TS), testing, selecting and working with designers and developers to achieve the results you need. I am confident that I can help you) The hourly rate, I would be happy to discuss in more detail with you)
Experience as a PM in website and mobile app development (plus advertising) for about 4 years in the office and now over 4 years remotely.
I am in the TOP - 2 as a technical writer
In the TOP - 2 in project management
In the TOP - 7 in testing
… I am ready to assist in client management, task setting for developers, testing, documentation writing, prototyping, and consulting not only on general issues but also on development stages.
-
1 day78 USD
410 7 1 1 1 day78 USD
Hello,
Thank you for the detailed description, I will be happy to help with the implementation of the project. I am a Software Development Engineer with over 7 years of experience in creating various websites, SaaS solutions, complex web platforms, and MVPs for startups. In my portfolio, I have highlighted some of the projects I have developed.
My stack includes the following technologies and their frameworks: PHP (Yii2, Laravel, Symfony), HTML5, CSS3, JS (Vue.js, React.js), MySQL, PostgreSQL.
-
7 days67 USD
698 27 0 2 7 days67 USD
Hello.
I am very interested in your task, as it is exactly what I have been working on lately.
I can offer various implementation options. I often work with the Google Sheets API. If you have any information there, we can do the integration. If you only have information in Excel, that is also not a problem.
Also, if you need it, I can easily do integration with almost any CRM (we will need to discuss the cost and CRM additionally).
We can also avoid using third-party services and do it only on your side.
I would be very happy to collaborate.
I am waiting for your message.
-
3 days111 USD
1423 20 1 3 days111 USD
Good day, Oleksandr!
I, Vitaliy, - an experienced CRM developer with 5+ years of experience, will be happy to help you with the creation of your project. I have developed many projects similar to yours. Also, after completing this stage, we can further develop this system to transfer your processes into CRM, into a single management place.
As a result of our collaboration, you will receive:
- Turnkey development – from idea to launch
- Work will be done in a shorter time frame
- Reliable, optimized, secure, fast, and dependable website
… - Transparency in work and constant communication
- Support is guaranteed after the project is completed
Check out my portfolio:
Freelancehunt
I am ready to discuss your project and offer the best solution. Write to me – we will find the optimal approach!
-
7 days156 USD
2827 21 0 7 days156 USD
Good day! I am interested in your task and ready to implement it in python/django. I would like to know if there are any preferences regarding the appearance and which payment system you are using. After that, I will be able to provide the exact cost and timeline.
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15 days334 USD
4524 20 0 15 days334 USD
Welcome!
We are the ITZeyz team, specializing in the development of CRM and OMS systems to optimize the internal processes of companies.
Technology stack:
Frontend: React.js or Vue.js for creating an intuitive interface.
Backend: Node.js or Python for ensuring a reliable server side.
Database: PostgreSQL or MySQL for secure data storage.
… What payment systems do you use for receiving payments? Is there a need for multi-user access with different levels of rights?
We look forward to your response and are ready to discuss the details of cooperation! 🚀
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1 day11 USD
3367 148 4 1 1 day11 USD
Good day.
I have already developed a similar system.
I can show it.
If you have any questions, you can write to me in private messages.
The price is negotiable.
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7 days379 USD
522 2 1 7 days379 USD
Hello!
I have significant experience in developing web systems, particularly CRM and financial tools. I am ready to create a convenient reporting system for you that automates workflows and replaces Excel. I can develop a desktop application for Windows and other platforms.
I need a technical specification from you and to look at Excel to build the database for the application.
🔹 Automatic record generation based on payment data
🔹 Integration with the National Bank for currency conversion
🔹 Filtering, exporting to Excel, and an intuitive interface
I am ready to discuss the details during a call and clarify all requirements for preparing the technical specification.
…
I look forward to your feedback!
-
10 days446 USD
698 3 0 10 days446 USD
Hello!
I have extensive experience in developing web systems, including CRM and financial tools. I am ready to create a convenient reporting system for you that automates processes and replaces Excel.
✅ Automatic record creation based on payment information
✅ Integration with the National Bank for currency conversion
✅ Filtering, export to Excel, and a user-friendly interface
I am ready to discuss the details on a call and clarify all requirements for creating the technical specification.
… I look forward to your response!
-
7 days223 USD
841 20 3 7 days223 USD
Hello Alexander.
I specialize in such projects. I have software architecture skills, and I can create a solution specifically tailored to your needs. I am ready to execute the project on Laravel. The minimum cost for your project is 10,000 UAH. We can negotiate the final price.
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5 days111 USD
4302 215 0 1 5 days111 USD
Good afternoon, I can write in php. Message me privately to discuss the details.
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10 days334 USD
3135 20 0 10 days334 USD
Hello. I will do it qualitatively and in a short time. There are ready options that can be chosen according to your needs.
Examples of work
https://smlhospital.com.ua/
https://dianocheart.com/
https://bobus.org.ua/
http://prosteel.company/
https://pr-compass.ukcom.com.ua/
… https://medicalaudit.softsoledgeit.com/
https://vlarina-residence.ro/
https://modulhouse.ro/
https://pixels.com.ua/
https://softsoledgeit.com/
https://titanbike.ua/
https://vyvezuvse.com.ua/
https://ukcommsclub.ukcom.com.ua/
https://mibox.com.ua/
https://posmishka.kharkiv.ua/
https://likeauto.com.ua/
https://norsoblocks.com.ua/
https://yt-talne.com.ua/
https://staryj-xutir.com.ua/
https://bravekidsukraine.org/
http://taxi.servicehelp.com.ua/
https://www.ubaseinvest.com/
https://www.studioandyou.com/
https://89663-toyota.com/
https://shop.luba-design.com/
https://nebokray.club/
https://stage1.ee/
https://dnepr-stroy.com/
https://www.slobodaukraine.com/
https://www.latschbacher.com.ua/
https://slav.in.ua/
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3 days178 USD
301 3 days178 USD
Good day!
I am interested in completing your project. I am a frontend developer with 10 years of experience, specializing in Vue.js and Nuxt.
I propose to implement a CRM/OMS on Nuxt 3, which will ensure fast and flexible data handling.
I am ready to discuss the details and create a technical specification. When would it be convenient for you to have a call?
I would be happy to collaborate!
-
3 days334 USD
2881 80 0 3 days334 USD
I indicated the price for the CRM based on your task, except for the point "I would like to discuss in more detail during a call, after which we will create the technical specification."
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7 days223 USD
1240 34 0 7 days223 USD
Hello.
I can implement such an accounting system for you.
I have experience.
Feel free to contact me.
-
14 days223 USD
1218 21 0 14 days223 USD
Hello, Oleksandr!
I am interested in your project.
I can propose a web version and a version for Windows (but then the database will be only local).
I have a few questions, for example, how the payment system is integrated. At what point should the CRM receive the data?
I would really like to discuss these points in more detail and offer you a solution.
… The price and deadlines are very flexible.
Best regards, Oleksandr.
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30 days602 USD
11628 110 0 30 days602 USD
Hello!
Ready to create a technical specification according to your requirements for the CRM.
Evaluate and execute the project.
Sincerely, Tetiana.
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5 days223 USD
1515 23 0 5 days223 USD
Good afternoon.
I will transfer all the reports from Excel to the web.
==================================
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10 days379 USD
12912 67 0 10 days379 USD
Hello! I will complete your task quickly and efficiently. I propose to develop such a system on Laravel. From which payment system do you need to receive data?
My portfolio: https://freelancehunt.com/ua/freelancer/romas6ka.html#portfolio
Write to me, I will start working today. I will be happy to collaborate with you!
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7 days223 USD
1768 17 1 7 days223 USD
Good day. I specialize in CRM, dashboards, databases, and web services for processing, accounting, and analytics. Convenient and modern design. Development fully turnkey. Contact me.
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123 days275 USD
399 4 0 123 days275 USD
Вітаю, якщо ви вже розглянули варіанти підключень до готових crm, накшталт keycrm іті, вони вам не підійшли і вам потрібне індивідуальне рішення - готовий до довгострокового проекту, звертайтесь.
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7 days334 USD
866 26 4 1 7 days334 USD
"Essentially, we need to transfer a table from Excel to some program."
"It's easy, just tell me which one."
"I would like to discuss in more detail on a call, after which we will create the technical specification."
"It would be nice, but please rearrange the actions."
-
30 days446 USD
766 26 5 30 days446 USD
Good day. Let's try to consider the KeyCRM option - a Ukrainian product, not overloaded with unnecessary functionality. It is quite suitable for order processing. Feel free to reach out, we can hold an online meeting. Collaboration under a contract for LLC is also possible.
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