We currently have a small, very simple CRM that we custom made for our company and we have it hosted on our computer (not on the internet).
We want to update this program, to make these improvements:
– That it is hosted in the cloud, and through the internet we can access with a username and password
– Update and improve the system we currently have
– The base is very simple, everything is based on the following:
1st step – THE CLIENT IS CREATED. We insert the client’s data (name, telephone and email)
2nd step – A BUDGET IS PREPARED manually, we insert the prices in some columns type excell invoice, resulting in a final price for the client.
A budget is generated based on an invoice-type template.
3rd step – THE QUOTE IS SENT. When it is finished, the budget document is sent to the client through mail and whastapp
All this data is hosted on our website.
There is a search engine in the system to search for budgets made or clients, and be able to modify them, insert documents into the file, etc…
*** VERY IMPORTANT *** Please, I only want someone who is really interested in the project and after having read it, studied it well and is able to carry it out within the budget that I have assigned, to contact me.
After that, we will continue talking with all the details.
My program is working right now and you can see and understand it perfectly, but I just want to show it to whoever finally decides to carry out the project.
Thanks a lot