I need a highly advanced PHP programmer to develop a custom CRM tool meeting user story below. Obviously further details will be provided but core functionalities are indicated in the user story. Please only bid for this project if you have experience of working on an existing enterprise CRM tool.
Provide link to past projects with your bid and suggest your framework of expertise. Preferred language is PHP with the use of other languages like JavaScript where necessary. Provide duration of project
A CRM System which is linked to existing website where sessions and packages are offered. Packages (Sessions) are created on CRM system and offered on external website. visitors placing orders on the website are automatically added to the CRM database. Send confirmation of orders including calendar attachment for ordered sessions which visitor can add to own calendar. Add session ordered by visitor to central outlook calendar to enable planning. Allow user to communicate with potential and existing customers via email or SMS by sending custom, auto generated email or SMS based on triggers or custom messages. Also allow user to log contents of phone communications and view history for each customer. Allow user to assign customers to account managers who will be responsible for communication with customer and maintaining the communication logs. Invoicing process which allows user to generate invoices manually as well as storing invoices for orders placed via the user’s public website. Generate and send invoices manually or recurring periodically based on package renewal and include link for payment which once payment completed invoice details are updated to paid. Allow user to review customer accounts to view invoice status and trigger actions like reminders etc. Provide user with a dashboard to view key metrics like number of active customers, number of due/overdue invoices etc Allow the application to be able to integrate via API with services like SMS, survey monkey, Ms outlook or any other API that would add value to the CRM tool
