Development of Fund Model Process Flow and light CRM

Stängt Publicerat Apr 18, 2016 Betalades vid leverans

R21000-35000 ZAR

Betalades vid leverans

Stängt Betalades vid leverans

We need a fund modelling software for our private equity fund which we will use to track the performance of our the companies as well as manage our customers and suppliers.

There will be no payments done through the systems.

We currently have MS-Access and Excel databases which we need to be automated. the automation will include automation of checklists, process flow, dashboard with drill down functionality and financial model which is currently used to forecast the financial statements. Currently all of these are available on spreadsheets and access databases.

We run internal and external projects and we need to configure the projects and link them to either internal resources, external customers/suppliers or both and be able to trace and keep track of the project with status changes and automated emailing and discussion forums. The project management must be done through ProjectFork or any project management tool which you can propose with an added capability to automate workflow and archive projects.

As part of our CRM customers and suppliers must be configured with the ability to rate the customer and the supplier (contractor management) and be able to report within the CRM model. Google maps must be integrated into the address bar of the customer/supplier in order to calculate their distance from our office

System generated reports such as project status, supplier/customer transaction reports and the same reports can be automated to be emailed to stakeholders

The system must be able to integrate with financial API's such as the Bloomberg API

PROJECTFORK and API & Google Maps Intergration Experience IS ESSENTIAL - DO NOT BID IF YOU DONT HAVE THIS EXPERIENCE

CRM CSS Joomla PHP Programvaruarkitektur

Projekt-id: #10256962

About the project

24 offerter Distansprojekt Aktivt 7 år sedan

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marchingantssls Profilbild
marchingantssl

Hi there, We are working on Agile CRM and have good understanding of how CRM works. I am interested in more details that you can provide for the project. Message me to discuss in details. Please take a look at o Mer

R22105 ZAR inom 45 dagar
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mmadi

Dear Client, Greetings from Flowgica technologies, I have experience with these skills. I can send some previous work similar to yours therefore I am looking forward to discuss and move ahead. I am ready to work with y Mer

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adicoman

Hi, I am very interested to work on your project. I have 11+ years experience in Web Development using a large variety of programming languages, frameworks, database architecture, APIs, CRMs, ERPs, mobile develo Mer

R75555 ZAR inom 30 dagar
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cobol1962

Hello. I am expert in all reuquired fields. have 20 years exp. in msaccess = i can understand extisting project. Expert fro google maps. Also for all google integrations - calendar, mail... PHP or aspx - u can choose. Mer

R24444 ZAR inom 30 dagar
(48 omdömen)
5.7
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kotharigaurav90

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R31111 ZAR inom 30 dagar
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5.8
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MilesChino

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R31111 ZAR inom 30 dagar
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