Looking to create a Business Management Software / CRM (ERP-CRM-HRM) for our company that can handle the following functionality though our own ERP-CRM (not using a third party company with monthly fee  such as D365, Zoho, Charity, etc..)

– example: ERP-CRM =  Wintac (desktop version)
– example Automation, Workflows, Triggers, Tags = –
(link removed) (online version),
(link removed)

– Customer intake
– Lead management
– Proposal Quote with House plans, Map & Customer Technical needs, etc.
– Lead journey automation from Lead to Client
– Installation Jobs management
– Installation calendar assignment (Dispatch)
– Employees Profiles / Technicians Profiles /
– Users Access Levels & Security
– Chat / communications internal  system
– Time Card / Clock in and clock out
– Vendors Profiles
– Fleet & Vehicles Management / GPS tracking
– Company devices management / GPS tracking
– Client Profile & Portal
– Client data management (i.e upload data, contracts, images, video, etc…)
– Clients multi jobs and multi location ( a client can have multiple jobs and locations)
– Jobs management (installations)
– Job payments management
– Invoices processing
– Payment process or connections to payment Gateways API (i.e PayPal, Stripe, etc)
– Invoices
– Clients management, notifications, reminders, etc
– Jobs management (Maintenance & Services)
– Jobs management (Maintenance & Services)) Scheduling
– Jobs management (Maintenance & Services)) Reminders
– Jobs management (Maintenance & Services)) Processing
– Job Calendar and Scheduling
– Accounts receivable
– Accounts Payable / Purchase Orders  (when buying materials from vendors
– Inventory
– Inventory connected to invoices items (remove items from inventory count when sold)
– Inventory / warehouse management
– Secure
– Web interface
– Mobile application
– Ability to setup CRM templates for different Type of Businesses (i.e. HVAC business, Solar Panels install business
– Reports, Analytics
– Marketing management (i.e web form, ads, mailers,, google, newsletters, emails…)
– API’s Integrations
– Tasks / Projects / Goals / KPI’s
– Training

Once  Saas CRM is ready, the next steps need to be:
Businesses need the ability to:
1- A business can  create their company account from the main login, or
2. A business can get copy a limited version license that can be install in their own cloud server (can only be 1 license for 1 company)

Thank you

Posted On: January 25, 2024 17:21 UTC
Category: Full Stack Development
Skills:Web Application, Microsoft SQL Server, Database Design, CRM Development, CRM Software, SaaS Development

Country: United States

click to apply