Creating a CRM for documentation and process accounting
4 USD Type case 1 - under case set of documents (about 15-25)
Type case 2 - a set of documents (about 15-25)
Type case 3 - a set of documents (about 15-25)
The main task is to make a correct and rigorous check list of these documents so that the affairs are complete, conditionally collected 25 documents within a month.If 25 documents are collected, it means that everything will be fine.It will be a hole or a different kind, without any problems.Everything should be bound in time and reminds that something should be added to the case.Conditionally, the document has a validity period and you need a reminder on 06.2023 that the document should be repeated.Therefore, the conditional manager enters the system, sees that today the customers lack 955 documents, then go to the employee X.
Customers need to be sorted - B2B, B2S.Types of things to filter, group, and so on.The client's folder fills out all his data, email, address, phone and so on.Per from the Google form immediately will be the entry Next you need all emails to import and make a mail.For example.The main task of the system is not to scratch the document and remind it in time.The segregation of affairs.One is relevant, the second is in the archive, the third is completely deleted.Everything else in the form of beauty, dop functionality, information, etc, convenience.This is a second but important question.Of course, the exact TZ is discussed in detail.As a supplement should be the dates of the processes - started, ended.The statistics are temporary.Per the financial part - the customer has paid, not paid, to add payment and when.What you don’t need is time accounting.If on this basis you can describe the example budget and other introductory - it will be great.
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9 days267 USD
1066 25 4 1 9 days267 USD
Hello to you. I specialize in CRM, dashboard, databases and WEB processing, accounting and analytics services. Comfortable and modern design. The development is completely key. turn to
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14 days445 USD
393 10 1 14 days445 USD
Good day, you have your own ready SRM that you can work in.
Module with this functionality.
Please contact us to discuss details.
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20 days445 USD
658 3 0 20 days445 USD
We offer you a ready-made service management system.
Including :
System of Documentation
Check list of documents.
Control of the performance of tasks
The CRM
- Selling
The ECP
Stages of preparation and documentation
… - completion of templates of documents forming procedures of validation of documents
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