Creation of a CRM system

Client Management & CRM — incorrectly specified categories?

559 USD

Project translated automatically. Log in or register, to view the original

A CRM needs to be developed from scratch for an organization that provides legal, psychological, and informational assistance to beneficiaries within several projects.

Main tasks:

Creation of a web-based CRM for collecting, storing, and processing inquiries.
User roles: specialists, managers, administrators (with different access levels).
Ability to filter, search, generate, and export reports to Excel.
Unique identification of beneficiaries.
Flexible field structure (ability to add without coding).
Support for multiple projects (separate databases/tabs).
Import of previous data from Excel (with field mapping).
Change audit, action logging, backup.

Expectations:

Fully functional web system with an administrative panel.
User-friendly, intuitive interface.
Scalability for new projects.

A complete technical specification will be provided after the selection of the contractor.

Proposals 5

Olesya M.

1 0

Projects -
Rating -
Rating 287

Budget: 25000 UAH Deadline: 21 days

Hello!
All of this can be done based on the CRM OneBox https://1b.app/ua/
Write to me in private, I will provide demo access and consult you on the system's capabilities.

Volodimir Bartosh

229 4

Budget: 25000 UAH Deadline: 25 days

Hello.
I am ready to complete
What stack is needed?
I can do it on Laravel + Vuejs
Message me privately. We will discuss the details.

The list does not show proposals concealed by the client or freelancer with a Plus profile, as well as proposals violating rules

Current freelance projects in the category Client Management & CRM

It is necessary to select a CRM/OMS system for the online store.

19 proposals 13:35

Not specified
Integration of Prom.ua with BAS Small Business

Enterprise Resource Planning (ERP) 9 proposals 4 August

22 USD
Setting up Kommo CRM + WhatsApp Salesbot

30 proposals 31 July

Not specified
Development of the CRM module "Requests" in custom 1C (bus center)

Databases & SQL 20 proposals 31 July

Not specified
Project manager for the implementation of Binom AI in a restaurant

Project Management 16 proposals 31 July

Not specified

Konstantin Kovalenko
Ukraine
Details Company

Projects 7
Rating 5.0
Rating 987

Olesya M.

Volodimir Bartosh

Proposals are currently absent

Current freelance projects in the category Client Management & CRM

It is necessary to select a CRM/OMS system for the online store.

Integration of Prom.ua with BAS Small Business

Setting up Kommo CRM + WhatsApp Salesbot

Development of the CRM module "Requests" in custom 1C (bus center)

Project manager for the implementation of Binom AI in a restaurant