We need CRM system with Lead Conversion and Inventory Forecast (Responsive with Elegant Design). It looks like simply version of SalesForce but using adminLTE bootstrap.
-) min 3 years in developing website using Laravel
-) min 3 years in developing responsive layout using bootstrap
-) min 2 years in developing CRM system
-) Design, Quality and Timeline are very important
-) Produce clean code which easily to be scaled
Functional Requirements, here are the additional key modules that we need:
1. Sales activity
-) Sales include their daily report, customer name and contact details, project details, next follow up, progress in percentages for closing order
2. Leads conversion
-) In this process, we usually receive inquiry from customer through sales, and sales will info to the sales admin to make a bid and so far we never measure quotation how many percentage is closing become an order. At the moment, we manually create a report in excel.
-) We need 1 module, for sales admin / sales can directly make quotation from the module and can directly sent to customer.
-) After that, the sales team must update whether the quotation become an order, waiting or lose.
By having this module we can see the conversion rate. We will distinguish that this conversion rate for existing customers or new customers.
-) For customers who repeat orders, without going through quotation, will also keep input to the ordering system.
3. Status of Order
-) Based on the incoming order either through quotation or repeat order, then the sales admin will enter the estimated delivery time for the PO. Every sales team can see that info in the system. They can schedule to order them when the plan is delivered to the customer.
The PO can be monitored until the order can be sent in full or partial
4. Sales forecast
-) Each sales can enter their sales forecast into the system, either in the form of contract or customer who will buy regularly every month. Item and quantity
5. Inventory planning
Based on the sales forecast entered by the sales, the purchasing team can do the order plan for the item.
6. Inventory forecast r3vi3w
Here is 90% modules that need to be developed/customed (take salesforce as reference):
Generate PO Receive
Inventory: import from excel
Inventory forecast and inventory forecast r3vi3w
Export to pdf or excel
By applying this, you are agreed that you will do a simple technical test, interview and need to sign NDA about not reuse or publish or share the code or part of the code to others. The project includes: formal proposal, req gathering, design, development, test/QA, deployment and maintenance.
Simple Technical Test
Please create a simple customer management module in which through this module, users can view list of customers, add/update and delete customer records. In addition, users also can export the record in pdf.
-) CustomerID (Integer)
-) First Name (String)
-) Last Name (String)
-) DOB (String)
-) Gender Male/Female (Bool)
-) Phone Number (Integer)
-) Email Address (String)
-) Company Name (String)
Framework: [login to view URL]
Bootstrap: [login to view URL] /
Publish code in github: [login to view URL]
Deploy web in free tier: [login to view URL] free/ atau [login to view URL]
Please feel free to add exception handling as necessary based on right logic
Use partial rendering, no need to refresh whole page
If you have your own server, you can deploy the website in your server for convenient. No need to register in other servers for deployment.
55 freelancers are bidding on average $816 for this job
We have built 10+ Different CRM Solutions with almost all of the above said features. Some can be found in our website [login to view URL] Ready to have a brief discussion.
hello, Relevant Skills- Website Design, [login to view URL], HTML, PHP, Laravel. Give us the opportunity to take your project to the next level. Looking for your quick response. Regards, Krishan