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Method CRM Customization for Agreement Tracking

Orçamento: $19.0 - $50.0 HOURLY / PART_TIME ⭐ 0.00 (0) USA

php, crm, microsoft-dynamics-crm, sugar-crm

Qualificações preferidas

  • Experiência: Intermédio
We need an experienced Method CRM freelancer/developer to design and build a custom Contacts & Agreement Tracking App within our existing Method CRM system. The goal is to create a centralized system for managing customer agreements, service contracts, inspection/maintenance requirements, renewal dates, and related customer/contact information. The app should integrate with Method’s existing Contacts, Customers, Proposals, Activities, and Field Services/Work Orders, while maintaining QuickBooks Online compatibility. We want to use native Method functionality where practical and add custom tables, fields, screens, workflows, dashboards, buttons, and App Routines only when needed. The ideal freelancer should be able to translate our operational workflow into a clean, user-friendly application that supports multiple agreement types and provides clear visibility into active agreements, upcoming inspections, renewal status, agreement value, and required follow-up actions.
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