CRM on Odoo
17 USD
Task for the integration and setup of CRM (Odoo) for a company that provides financial services. It is assumed that the system will be used by up to 7 people. Currently, we had a developer who already implemented part of the functionality, we are parting ways with him due to very low involvement in the project. The main tasks that need to be addressed are: 1. Improvement of the client (company) card 2. Import of client data from SanSab 3. Setup of reports for tax authorities and internal reports 4. Client onboarding functionality.
Задача по интеграции и настройке CRM (Odoo) для компании которая занимается финансовыми услугами. Подразумевается что системой будут пользоваться до 7 человек. На данный момент у нас был разработчик который уже реализовал часть функционала, расстаемся с ним по причине очень слабого вовлечения в проект. Основные задачи которые стоят. 1. Доработка карточки клиента (компании) 2. Импорт данных клиентов из СанСаб 3. Настройка отчетов в налоговые органы и внутренних 4. Функционал онбординга клиентов.
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Добрий день. А у вас розширена версія odoo?
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Обычная, но можем рассмотреть переход и на расширенную если будет необходимо
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Добрый день!
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Tetiana Shadrina ООО "АЙ ТИ НАВИГАТОР"Вітаю!
Можна бачити більш детальне ТЗ?
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Ukraine