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Referral, affiliate, crm system

715 views 2 responses#17558
Project status
Closed
BudgetNegotiable
FormatPeriodic workprepayment possible
PaymentCash, Bank transfer, E-money
Responses acceptedFinisheduntil 27.10.2018
Responses2category average: 1.1
Views71511 in 14 days

Project description

Business process: One type of service is provided, this service is provided once a year, the client from anywhere in the world applies for the service with the date of the service, i.e. name, phone, email, date. Further, employees work with these data: Confirm, calling or writing to the client depending on the customer's response, put marks (in crm called "status" : confirmed, thinks, refusal) confirmed applications are automatically translated into waiting for a transaction on the date he specified, not confirmed are transferred to revision (dial... complete refusal of service).When the client used and paid for the service, a mark, status ... “Paid” or “closed”; then his referrer, if he is, is charged a reward if he comes to us himself, then nothing is accrued to anyone. Applications are already being processed in crm. It is necessary to implement remote submission of applications with a function (with a referral, affiliate system similar to "invite a friend") and integrate with crm.Also, many crm have their own web forms, it is possible only to finalize the accounting of referrals and miscalculation of their remuneration, there is still import and export of SCV files, it is possible to implement such a scheme: VEB FORMA - database further - import in the SCV file to CRM - export of paid transactions in the SCV file - database where the accounting of referrals and the calculation of their remuneration is implemented, the amount of remuneration in a certain month (sent to email). One-level system. Any questions, ready to answer.
Web development Cash, Bank transfer, E-money

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