CRM / Invoicing Solution

CRM / Invoicing Solution

I am looking for a semi-automated CRM and invoicing solution for a destination wedding venue. Please feel free to create a solution from scratch or customize an existing solution in accordance with the requirements detailed below. The solution must be web-based with the capacity to be used offline or sync with offline calendars/programs. It must be compatible on a Motorola Xoom tablet. The system must have: 1. A calendar and the ability to link appointments made with specific clients / invoices 2. The ability to separate contacts into prospective clients, clients, vendors, staff and "other" 3. The ability to capture prospective clients through a form embed on our website and notify us once a prospective client has completed the form. 4. The ability to automatically generate quotations on the basis of a client entering the number of persons who will attend the wedding and the date (we already have a spreadsheet/formula) 5. The ability for us - at the back-end - to manually generate quotations once we enter the necessary options (number of ppl, type of bar etc) 6. The ability to email a quotation to a prospective client along with a brochure and cover email. The cover email must be personalized with the client's name and wedding details. 7. The ability to convert a quotation into an invoice, and prospective client to a client 8. The ability for payment to be recorded in installments. [Please note: we do not require credit card processing or invoices to be actually paid through the system – simply recorded] 9. The ability to send out payment reminders and thank you. These payment reminders should also automatically appear in the Calendar too. 10. The ability for clients to log into a client area to view their invoice 11.The ability to backup offline 12. The ability to auto create documents such as a contract by mail merging fields from the client's information (such as their name etc) Please feel free to message me if you have additional questions. Thank you.


Budget : $1000 | Duration : Two weeks

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