Software > IT projects > Austrian energy cost consultant seeks MLM software with CRM and accounting features

Austrian energy cost consultant seeks MLM software with CRM and accounting features

IT project from: energy cost consultant (Austria)Project no. 18/1484: finished
Are you also looking for software?
Matching software categories:
Ihr Ansprechpartner für diese Recherche
Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are an Austrian energy cost consultant and are looking for MLM software with CRM and accounting.

We have the following requirements for the software:

  • Customer master database, product master database including conditions and other data to be pulled completely from our homepage
  • Pull PDFs stored on the homepage to the customer master database and save them
  • Synchronization (upload/download) between the data records between your CRM and our homepage
  • Automatically create invoices
  • Automatically store and send invoices via email, including previously created invoice PDFs
  • Integrated accounting
  • Store commissions (in particular, display and calculate closing and follow-up commissions, but also ongoing commissions per kWh)
  • Calculate differences from commissions (MLM distribution with up to 20 levels of depth)
  • Automatically create commission statements (including difference calculations)
  • Create business partner statistics
  • Set appointments and reminders (for the end of the price guarantee)
  • Preferably a cloud solution

What one-time and ongoing costs would be incurred? (Is there a start-up promotion/package?)

Two software workstations are planned.

Based on the specific requirements, the following solutions can be considered:

Software / Company Functions Customizing OS
ConnectedWare 0 / 0
 
 
 
 
 
 
 
 
This list of results shows only a selection of the search results. We have found 12 more solutions.
Are you also looking for software? Start your own free software project here, tailored specifically to your requirements.
Project statistics Quantity
Selected solutions from our thematically relevant pool (2,369) 13
Solutions with high relevance according to corresponding feedback 5
Communication between SoftGuide and providers (emails, telephone) 44