CRM with Dialer needed

I am looking to build a new CRM to mimic the CRM we are currently using which is a lead manager and phone dialer, all in one.

This CRM must do the same as what is outlined below but should have more functionality and flexibility as well.

The system we are currently using does the following:

Leads are pushed (one at a time) into our CRM/Dialer real-time from lead providers via XML post; the leads are distributed to agents according to specific rules for each lead campaign and which agent is available.

Actions are taken on each lead in order to execute specific tasks (like send an email, etc) then the status will change according to the action taken.

The order which the agent calls the leads are dictated by rules we set for prioritization of their leads.

Each action taken will change the status of the lead but limitations are set so that leads must be archived according to the rules and maximums we set.

When the agent logs into his/her account, they see the leads according to the prioritization rules. They can click on the first customer and their phone (asterisk based PBX with Grandstream phones) will begin calling that lead.

After the call, an action is taken, then the agent clicks "next lead" and the next call is dialed.

Emails are pre-written and are automatically sent out upon specific actions taken.

Additional features I am looking for.. The manager of one office has view of his agents' reports and data and can see any of the same data of the managers below him or her... but can not see other offices' agents, managers or data.

Script should be written for the agents to see the scripts on screen with a basic flow of conversation (ie. if the customer says "yes" the script will go one way; if the customer says "no" it will go a different way).

The last few steps, after the CRM goes live and works properly, is that I would like to create an API which posts necessary information from this CRM to my vendors CRM ([url removed, login to view]).

Evner: PHP, Software Arkitektur

Se mere: pre-written email, pre flow, architecture offices, grandstream pbx, dialer, build a crm, dialer api php, conversation script, phone calling script php, pbx software, asterisk agents, post execute, crm order, asterisk based dialer, php call flow, php script phone call, xml api calls php, software pbx, php send xml via post, real flow crm, asterisk send email, php phone call script, asterisk api, pbx phone system, phone api script

Om arbejdsgiveren:
( 6 bedømmelser ) Tinton Falls, Panama

Projekt ID: #5999242

23 freelancers are bidding on average $2957 for this job


Dear Sir/Madam, We are interested in your project and very confident to fulfil project. This is a temporary bid. Could you please send your project details to us? It would be good if you can provide: menu stru Flere

$3092 USD in 30 dage
(100 bedømmelser)

Hello, We have read the project requirements in complete detail. We have noticed that you are seeking highly skilled and expert professional personnel to develop a CRM with dialer for you. The quoted price of $2577 Flere

$2577 USD in 30 dage
(153 bedømmelser)

1. Invoicing App We already designed and developed a complete online invoicing application in which currently we are handling these modules 1. Place New Order (phone order page from sample) 2. Pending Orders 3. Shi Flere

$2974 USD in 35 dage
(88 bedømmelser)

Hi, We have read your Requirements and would like to discuss further as we have already developed a CRM application which captures Client Information and requirements from a Request a Quote Landing Page or same info Flere

$1578 USD in 18 dage
(22 bedømmelser)

Hello, Let me introduce myself. I am Tahsinul Alam, completed Masters in Software Engineering now working as one of the project manager of Workspace Infotech, software/Outsourcing firm located in Dhaka, Bangladesh. Flere

$2319 USD in 30 dage
(38 bedømmelser)

!! **We are a US company with an 13 year history of developing cloud-based custom software solutions for a diverse client list**!! After reviewing your post, I am confident that we can develop and deploy a custom CRM s Flere

$5154 USD in 30 dage
(1 bedømmelse)

Hey there !! Welcome to [url removed, login to view] If you don’t want to click the above link, I am just getting to the point..why should you hire us ? 1. You don’t overshoot the budget. 2. You know what your develo Flere

$2319 USD in 45 dage
(4 bedømmelser)

Dear sir, hope you are doing good We welcome the opportunity to build a cutting-edge mobile application and website and deploy to develop mobile apps for that will increase sales and customer retention. Offenderste Flere

$3000 USD in 30 dage
(5 bedømmelser)

Understood, i can assist you with this. Please visit my portfolio here: [url removed, login to view] Should you have any questions please feel free to ask. Looking forward to hear from you. thanks Flere

$1578 USD in 30 dage
(12 bedømmelser)

Hi, I take this opportunity to introduce myself. My name is Jeni and I am the BusinessDevelopment Executive of annaijobs. Understanding: 1. To work on CRM. The project would cost 1580 USD and 30 business days Flere

$1578 USD in 30 dage
(14 bedømmelser)

Hi sir, i am interested in your project. I can do this for sure. I have good experience in php and many other. I have a team of developers, we can start your project right away. You will be completely satisfied with ou Flere

$2000 USD in 34 dage
(18 bedømmelser)

Dear Valued Customer, This is a placeholder bid and timeline which we will adjust once we have your precise scope of work which would enable us to assess your requirements and advise an optimum solution that tailore Flere

$3105 USD in 45 dage
(10 bedømmelser)

Hello there, I am very interested in your job because I have rich experience in PHP. I've developed many websites with this technology for many years. They include websites and apps as well. Not to mention that I'v Flere

$3350 USD in 30 dage
(2 bedømmelser)

Hi here's my initial PROPOSAL:- Hi I went through your project description and understand that you are looking for people who have previous experience in creating websites. I have done website projects with requirement Flere

$2369 USD in 60 dage
(2 bedømmelser)

My team is really interested in this project as it is exactly within our scope of expertise: We are WEB application design & development experts. Please kindly visit our website [url removed, login to view] to learn more about us and Flere

$6444 USD in 80 dage
(7 bedømmelser)

Hello, I have over 5 years experience in VOIP technology and currently I’m working for a company that provides customized VOIP-Asterisk based services. We are using tools for monitoring like Nagios, Cacti, etc to m Flere

$2888 USD in 40 dage
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Hello, I'm experienced IT professional with more than 15 years in IT and telecommunications. Currently working for leading European telecommunications provider as Integration expert. I already have integrated CTI Flere

$1500 USD in 20 dage
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A proposal has not yet been provided

$2368 USD in 10 dage
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Hi, We gone through with requirement and we have done SIMILAR PROJECT in past contact us for FREE demo. SK Yy P :- [url removed, login to view] iPhone Portfolio [url removed, login to view] Flere

$1500 USD in 5 dage
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Please add me to your skype [url removed, login to view] . i will chat or make and discuss all project with you. so can do our best for this project.

$5000 USD in 30 dage
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