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I'm seeking a seasoned software developer or team to create a robust CRM accounting software. This platform should encompass a wide array of functions tailored to my business needs. Key Features: - Sales and Lead Tracking: The software should efficiently track leads and sales activities. - Accounting and Invoicing: It should incorporate accounting features and facilitate invoicing. - Quote Management: There should be a built-in mechanism for handling quotes. - Product Entry: The software needs to allow for easy product entry. - Delivery Notes: It should generate delivery notes as needed. - Sales Management: Comprehensive sales management tools are a must. - Administrative Validation: A system for administrative checks and validations. - Multi-Company Management: The software should support managing multiple companies. - Time Tracking: Integration of time tracking features to monitor employee and project hours. - Payment Processing: Capability to process online payments through various payment gateways. - Inventory Management: Tools to manage and monitor stock levels, with alerts for low inventory. - Mobile Access: Ensure the software is accessible and fully functional on mobile devices. - Data Export: Functionality to export data and reports in multiple formats for external use. - Role-Based Dashboards: Customizable dashboards tailored to different user roles within the company. - Customer Portal: A secure portal where customers can view their transactions and communicate with support. - Real-Time Collaboration: Features that enable team members to work together in real-time on projects. - Email Marketing: Built-in email marketing tools to design, send, and track email campaigns. - Customer Support Tickets: A system to handle customer support inquiries and track ticket progress. User Roles: - Sales Team: They should have access to track leads and sales. - Admin Staff: They will manage the software and oversee its functioning. - Manager: They should have a comprehensive view and control over the software. Reporting: - The software should provide detailed analytics, covering all aspects of the business. - Customizable reports according to specific needs. Ideal Skills: - Proficiency in software development, particularly in creating CRM and accounting software. - Experience in developing multi-user platforms with diverse access levels. - Ability to incorporate detailed analytics and customizable report features. Experience: - Proven track record of similar projects. - Strong portfolio demonstrating their capability in this domain. The software should be developed for the following platform: online and desktop. The software should be built using web-based technologies such as JavaScript, React, and Node.js. The expected timeline for project completion is 3 months. Integration with existing systems is required. Integrate Two-Factor Authentication (2FA) for enhanced security. Enable an email-based system for handling customer support inquiries. The software should integrate seamlessly with existing ERP systems. User interfaces should allow moderate customization, with options to adjust key elements. The software should primarily use a ticketing system to manage customer support inquiries. The user interfaces should support high customization options for advanced user preferences.
Project ID: 38731830
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Active 2 yrs ago
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80 freelancers are bidding on average $694 USD for this job

Greetings I’ve reviewed your project requirements, and I’m highly interested in taking this opportunity. Our goal is to work diligently until you are 100% satisfied with the results. You can learn more about my expertise by checking my profile: Freelancer Profile:https://www.freelancer.com/u/cvinfotech Please note: This is a placeholder bid. The final price and timeline will be determined after a detailed discussion of your project. I look forward to the opportunity to collaborate with you. Regards, Rahul CV Infotech
$2,500 USD in 7 days
9.4
9.4

Hello, I am interested in your project. Look at my profile. I am expert in these tasks that mention in your project description. I have more than 9 years of work experience. Time and budget will be decided after detailed discussion on chat or call. I am hoping for your positive response. Regards
$500 USD in 7 days
9.3
9.3

Hello sir, . We have read your project details and we are very much interested to work with you Your satisfaction is more important than money then you only need to pay when your project is completed. There are no risk for you. Best regards, Michael
$591 USD in 9 days
9.5
9.5

Hello, I’m excited to propose a robust CRM and accounting software solution that meets all of your outlined requirements, delivering a feature-rich, secure, and user-friendly platform. Questions: Are there specific ERP systems you’d like this CRM to integrate with? Are there unique reporting formats or data export requirements for external use? Do you have existing customer support workflows or templates for ticketing integration? I’m confident I can bring your vision to life. Let’s discuss the specific details in private to ensure everything meets your expectations. I am a TOP Rated Freelancer, and you can check my reviews here as well: https://www.freelancer.com/u/kamran2012. Looking forward to potentially working together on this project. Thanks and Best regards, Kamran
$250 USD in 3 days
8.0
8.0

Hello, I will develop a comprehensive CRM accounting software tailored to your business needs. This platform will encompass essential features for managing sales, accounting, and customer support while ensuring an intuitive user experience. Key Features Sales and Lead Tracking: Efficiently manage leads and sales activities. Accounting and Invoicing: Integrated accounting features for easy invoicing. Quote Management: Streamlined handling of quotes. Product Entry: Simple interface for easy product entry. Delivery Notes: Automated generation of delivery notes. Sales Management: Tools for comprehensive sales oversight. Time Tracking: Monitor employee and project hours. Inventory Management: Alerts for low stock levels. Mobile Access: Fully functional on mobile devices. Role-Based Dashboards: Custom dashboards for different user roles. User Roles Sales Team: Access to leads and sales tracking. Admin Staff: Manage software operations. Manager: Oversight and control. Development Approach Technologies: Utilizing JavaScript, React, and Node.js. Integration: Seamless with existing ERP systems. Security: Implementing Two-Factor Authentication (2FA) for security. Timeline: Completion expected within 3 months. Conclusion I am eager to create a robust CRM accounting software that meets your needs. I look forward to discussing this project further and ensuring it aligns with your goals. Best Regards,
$500 USD in 7 days
7.9
7.9

Hello, I am an individual freelancer with a Master's degree in Computer Science from USC, LA, and over 13 years of experience in the field. I can start immediately to work on your requirement. You can count on me not only for the current project but also for any future upgrades or modifications needed. Let's connect and discuss how I can contribute to the success of your project. I am always open to discussing any questions or concerns you may have. Looking forward to hearing from you soon.
$712 USD in 7 days
7.3
7.3

I am a seasoned software developer with expertise in creating comprehensive CRM and accounting software. My team and I have a strong portfolio in developing multi-user platforms with diverse access levels. We are proficient in web-based technologies such as JavaScript, React, and Node.js, and have a proven track record of delivering similar projects within the expected timeline of 3 months. Our software will integrate Two-Factor Authentication (2FA) for enhanced security and seamlessly integrate with existing ERP systems.
$637 USD in 5 days
7.2
7.2

Expert in making CRM Kindly note I am full feldged developers and work for 17 hours in a day.I am ready to start the project kindly open the private message box so that we start the communication in details. Please open Message box so that we discuss it in detail Expertise ================== - PHP - Code Ignator - Wordpress - Zen-cart - X-Cart - Website Design - Ajax - Html + Bootstrap - Javascript - Mysql Reporting - Crm Development - CDR - Asterisk - Api's
$586 USD in 15 days
7.4
7.4

Dear Mamodhoussen, I am excited to propose my services for the development of your Comprehensive CRM & Accounting Software. Your detailed requirements align perfectly with my expertise in software development and CRM solutions. I have a proven track record in creating robust platforms tailored to specific business needs. To ensure the success of your project, I will leverage my proficiency in software development, particularly in CRM and accounting software, along with my experience in developing multi-user platforms with diverse access levels. I am well-versed in incorporating detailed analytics, customizable reports, and seamless integrations with existing systems. Before proceeding, could you please provide more insights into your current ERP systems and any specific customization needs for the user interfaces? Understanding these aspects will help tailor the solution to your exact requirements. Looking forward to the possibility of collaborating on this exciting project. Warm regards, KANIKA
$585 USD in 16 days
6.9
6.9

Hi, As someone who has been working in the software development industry for over a decade, I have gained the expertise to deliver exactly what you are looking for - a comprehensive and robust CRM & accounting software. Having developed over 300 projects, including similar ones like this, my track record speaks for itself. Additionally, I am well-versed in integrating systems like Two-Factor Authentication (2FA) and email-based support systems - crucial aspects that ensure better security and enhanced user experience. One of the unique aspects that differentiates me is my long-standing commitment to client satisfaction. By making your success my top priority, you can expect timely delivery of high-quality work that leaves you not only satisfied but impressed. As a seasoned developer, I proactively provide suggestions to constantly improve efficiency. Given our strong portfolio, proven experience in developing multi-user platforms paired with detailed analytics capabilities aligns perfectly with your project requirements. If chosen for this task, I promise not only to meet but exceed your expectations from start to finish. So let's connect soon, discuss how I can help you achieve even greater heights for your business! Thanks & Regards Parvesh Saini
$400 USD in 20 days
6.9
6.9

Dear Mamodhoussen, I am thrilled to propose my team's services for the development of your robust CRM accounting software. Our expertise aligns perfectly with your project requirements, ensuring a comprehensive solution tailored to your business needs. To kickstart our collaboration, could you please share more details about the specific integrations required with your existing systems? This will help us tailor our approach to ensure seamless integration and enhanced functionality. Looking forward to the opportunity to bring your vision to life! Warm regards, Rashid
$650 USD in 15 days
6.7
6.7

Hello, Thank you for considering me for your Comprehensive CRM & Accounting Software Development project. I have carefully reviewed your detailed requirements and am confident in my ability to deliver a high-quality solution. To achieve your project goals, I plan to start by conducting a thorough analysis of your business needs and creating a detailed project plan. I will then proceed with designing and developing a robust CRM accounting software that incorporates all the key features you outlined, including sales and lead tracking, accounting and invoicing, quote management, product entry, delivery notes, sales management, administrative validation, multi-company management, time tracking, payment processing, inventory management, mobile access, data export, role-based dashboards, customer portal, real-time collaboration, email marketing, and customer support ticket system. I have extensive experience in software development, particularly in creating CRM and accounting software, and have successfully completed similar projects in the past. I am dedicated to delivering a solution that meets your expectations and am excited to discuss further details and get started on this project. I'm confident that I can deliver a high-quality project that meets your expectations. Let's discuss further details and get started on this project. Thank you.
$250 USD in 2 days
6.1
6.1

yeah i m well versed with the CRM so as i have read your job discription carefully so as i have some questions about that so when u are hare plz text me so we can discuss about it morr if u can consider with me that as well
$800 USD in 2 days
6.2
6.2

Hello, Greetings of the day!! I have understood your requirement in the project that **you need a comprehensive CRM and accounting software that manages all aspects of your business, from sales and lead tracking to inventory management and customer support**. I have 10+ years of experience in Nodejs, Python, AI/ML, Web Designing/Development, HTML5, PHP, E-commerce, and Mobile Application development using Ionic, React Native, and Flutter, etc. I am able to do this work as I have the necessary knowledge. So I think I can handle your requirement decently. If you need any clarifications on my bid, please let's talk about it. I hope to hear from you soon so we can get things done. Thanking You, Regards, Priyank Bhargava
$250 USD in 7 days
6.4
6.4

Hello, I'm Vipin I understand you're seeking a full-featured CRM and accounting software with capabilities like lead tracking, invoicing, inventory management, and real-time collaboration across departments. My team specializes in creating customizable, secure platforms using React, and Node.js. We’ll integrate with your existing ERP, add Two-Factor Authentication, and ensure mobile access with role-specific dashboards. Let’s discuss how we can build this solution within your 3-month timeline to meet your business needs.
$600 USD in 30 days
5.9
5.9

Hello, my name is Prayogo, and I have been working as a Full-stack Engineer for 12 years. I have carefully read your job description and feel confident that I can successfully complete your project. I am proficient in Project Management, PHP, Software Architecture, Software Development and CRM and have similar experience with projects like yours. Additionally, I am fluent in English and can communicate effectively to ensure we are on the same page throughout the project. Could we open a chat for a brief discussion? Thank you.
$555 USD in 24 days
5.4
5.4

Hello, After reading your job description carefully.I can help you develop Comprehensive CRM & Accounting Software As per your IDEA. Please connect me on chat for more discussion. I have 7+ years of experience in Website design and development. Our chosen technology stack comprises HTM, CSS, Bootstrap, JavaScript, React js, Vue js, Express js, and jQuery for the frontend, complemented by Laravel, PHP, Node js and MySQL, PostgreSQL, MongoDB for the backend. This blend guarantees a secure, efficient, and high-quality final product I will deliver a clean, intuitive, and efficient solution tailored to your specific needs.I have already worked on Similar kind of website. Please connect me on chat for more discussion. Let's have chat to discuss in detail about the project. I hope we have a great time working together. Thanks Regards Manish
$256 USD in 7 days
5.2
5.2

Hi there! I’ve got 6 years in custom web solutions, especially CRMs and platforms with complex, multi-user structures. I led a recent project that involved building a custom CRM with sales tracking, invoicing, and inventory management—similar to what you're envisioning. My team and I designed it to handle role-based dashboards, email marketing, and integrated payment processing, making it easy for various departments to work seamlessly. My skills with the MERN stack and frameworks like Laravel would be instrumental in delivering a scalable, web-based solution, complete with mobile access and security features like 2FA. We’re comfortable managing integrations with ERP systems and creating highly customizable UIs tailored to diverse user roles. Would love to know—what’s your preferred method for data export and reporting, or any specific format in mind? Looking forward to hearing more about your vision!
$500 USD in 7 days
5.0
5.0

Hello, I can develop your CRM accounting software tailored to your business needs, I recommend a modular web-based solution built with React and Node.js, supporting features such as sales tracking, invoicing, lead management, and real-time collaboration. This system will offer high customization options, secure multi-company management, and seamless integration with existing ERP systems for streamlined operations across desktop and mobile. Lets connect with us to discuss the project requirement in details. Regards Abhishek
$500 USD in 7 days
5.2
5.2

Hi, I’d be excited to lead the development of a comprehensive CRM and accounting platform that addresses your diverse business needs. With proven experience in creating multi-functional platforms, particularly CRM and accounting software, I can build a scalable, high-performing solution that supports your operational and customer engagement requirements. Approach to Development: 1. Sales & Accounting Core: I’ll develop robust lead and sales tracking, invoicing, and accounting modules, alongside quote management and product entry. Each component will be optimized for ease of use and scalability. 2. Multi-Company & Role-Based Access: Implementing a multi-company management system, we’ll provide role-based access tailored to sales, admin, and manager roles, ensuring data privacy and efficient workflow management. 3. Real-Time Collaboration & Support: Real-time collaboration and support ticketing will keep team workflows and customer inquiries streamlined, enhancing response times and user satisfaction. 4. Mobile Accessibility & 2FA Security: I’ll ensure seamless mobile access and secure your platform with Two-Factor Authentication, making it accessible and safe across devices. 5. Advanced Reporting & Analytics I’m confident that I can deliver a powerful, customizable solution within the 3-month timeline. Looking forward to discussing specifics and bringing your vision to life! Best regards, Mayank
$500 USD in 7 days
4.9
4.9

Antananarivo, Madagascar
Member since Aug 2, 2024
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