"cases" setup in CiviCRM

Closed Posted 6 years ago Paid on delivery
Closed

We have a simple workflow for processing scientific consultancy projects for our customers. It looks like this could be done very effectively using the "cases" feature of CiviCRM, so we have set up a server running CiviCRM to evaluate this potential. We need someone to set up the "cases" system for us to follow our existing workflow, starting with an online form for customers to fill in to specify their needs, going through the generation of a quote, some progress steps as our staff work on the project, and then the generation of an invoice at the end.

Website Management

Project ID: #15678668

About the project

5 proposals Remote project Active 6 years ago

5 freelancers are bidding on average $13/hour for this job

tracygearth

I would set up the work flow. I have used number of CRM and ERP to define workflow for various project Thank you,

$14 USD / hour
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subashkumarsufol

A proposal has not yet been provided

$8 USD / hour
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davonsprojects

A proposal has not yet been provided

$14 USD / hour
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transformindesi9

Our years of experience in building complete web solutions for both large and small companies have given us a unique insight in creating the right website for your company. PHP, HTML, CSS, MySQL, Software Architectu More

$15 USD / hour
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