CRM Development
- Control of roofers' working hours
- Registration of the start and end of each employee's working day.
- Recording of start and finish times.
- Integration with geolocation: determining the employee's location at the time of marking (via mobile application).
- Ability to view data for each employee for the day, week, or month.
- Control of project planning
- Creation of a checklist of tasks that need to be completed before the project starts (e.g., purchasing materials, agreeing with the client, preparing equipment).
- Marking the status of each task (completed/not completed).
- Notifications to responsible persons about unfinished preparation stages.
- Integration of the list of building materials
- Control of project stages
- Project management by the following stages:
- Lead (potential client).
- Proposal (agreement on terms, estimate).
- Workflow (execution of work).
- Completion (handover of the project).
- Ability to manually or automatically (based on specified conditions) move the project from one stage to another.
- Display of the current status of each project in the general list.
- Visualization of projects on the calendar
- Integration of the calendar displaying all projects by dates.
- Color indication of project stages (e.g., green - completed, yellow - in progress, red - overdue).
- Ability to filter projects by employees, dates, or statuses.
- Attachment of media files
- For each project, provide the ability to upload photos and videos (e.g., stages of work, finished result).
- Storage of files in the CRM linked to a specific project.
- Viewing and downloading media files through the web interface and mobile applications.
- System base: Using Vtiger CRM as a foundation. Customization of modules and interface according to the above requirements is necessary.
- Mobile clients:
- Support for offline mode with data synchronization when connected to the internet.
- Integration with device geolocation to fix the location of employees.
- Ability to add new features in the future (scalability).
- Localization of the interface in English.
- User manual and brief documentation for the system administrator.
- A ready customized CRM system based on Vtiger CRM.
- Mobile applications for iOS and Android, available for installation.
- System testing and bug fixing before delivery.
- Transfer of source code and documentation.
- Please indicate in your proposal the estimated deadlines for project completion.
- Provide an approximate cost of development broken down by stages (analysis, CRM development, mobile applications, testing).
- Experience with Vtiger CRM or other CRM systems.
- Skills in developing mobile applications for iOS and Android.
- Examples of previous projects (preferably).
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247 Hello.
I have extensive experience working with CRM systems. I am ready to help with the setup.
Sincerely, Tetiana
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267 Hello! For a more accurate assessment, a detailed technical specification is needed. We can implement your project, as our team has a wide technology stack: Vue.js, REDUX, Typescript, MySQL, React, Python, PHP, HTML5, NodeJS, JavaScript, REACT NATIVE, CSS3, MongoDB, Postgres, Laravel, Symfony, Angular, Android, iOS. Examples of work, as well as budget and timeline details, can be discussed individually. We look forward to your feedback!
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