SUITECRM SETUP

We Are Looking For A Company Whom Will Help Us Set Up SuiteCRM. The Most Qualified And Best Bid Will Awarded The Project.

We Need The Following

1. 1st Company Need The Following Setup

a. Integration To Sage 100 With Inventory & Customers.

b. Full Setup Of SuiteCRM Of Customer Page, Quote, Invoice, Reports, Email, Sms, Etc.
i. Must-Have Workflow For Everything - Some Examples:
1. If An Employee Leaves Company. Then Any Deals/Opportunity Will be Reassigns To New Account Manager. An Email Automation Of Notification Of New Account Manager.

2. Deal/Opportunity Created - Emails And Text Message Flow Till Account Manager Gets A No

3. Daily Reports Auto Email To Manager, Etc.

4. WebForms Submitted Will Created Into New Deals/Opportunity And Assign To Next Person On List (Round-Robin)

c. Integration To SuiteCRM To OPENCART (e-commerce website) Of Inventory & Customers.

d. Please Note That All Data Should Sync Back To Sages (The First Database) And All Information Must Sync to All Platform.

2. 2nd Company Need The Following Setup

a. Integration To QuickBooks

b. Full Setup Of SuiteCRM Of Customer Page, Quote, Invoice, Reports, Email, Sms, Etc.
i. Must-Have Workflow For Everything - Some Examples:

1. If An Employee Leaves Company. Then Any Deals/Opportunity Will be Reassigns To New Account Manager. An Email Automation Of Notification Of New Account Manager.

2. Deal/Opportunity Created - Emails And Text Message Flow Till Account Manager Gets A No

3. Daily Reports Auto Email
4. WebForms Submitted Will Created Into New Deals/Opportunity And Assign To Next Person On List (Round-Robin)

c. Please Note That All Data Should Sync Back To QuickBooks (The First Database) And All Information Must Sync to All Platform.


Please Message Us Your Skype Contact To Discuss More.
About the recuiter
Member since Jul 26, 2017
Adam C.
from Scotland, United Kingdom

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