ESPOCRM CUSTOMIZATION FOR RBAC, EMAIL CAMPAIGNS, TASK MANAGEMENT, CALENDAR, CALLS, AND MEETINGS

Project Title.
EspoCRM Customization for RBAC, Email Campaigns, Task Management, Calendar, Calls, and Meetings Project Overview.
We are seeking an experienced EspoCRM developer to customize and enhance EspoCRM to meet our unique business needs.
This project requires creating a full-featured CRM system tailored to our organization's structure, focusing on advanced role-based access control (RBAC), email campaigns, task management, and calendar functionalities.
We need an expert who can optimize EspoCRM to improve productivity, streamline communication, and ensure efficient collaboration across departments.
Project Scope and Requirements.
RBAC (Role-Based Access Control).
Set up detailed role-based access control to manage user permissions at all levels within EspoCRM.
Define roles, permissions, and access levels for different departments and user hierarchies.
Ensure secure access to sensitive data and functionalities based on user roles and responsibilities.
Email Campaigns.
Customize and optimize EspoCRM's email campaign module for our marketing needs.
Implement email templates, tracking, and analytics to monitor campaign effectiveness.
Enable advanced segmentation and scheduling features for targeted email campaigns.
Integrate with our existing email server and ensure deliverability and reporting.
Task Management.
Configure the task management system to align with our project workflows.
Enable task assignment, deadlines, prioritization, and progress tracking.
Implement notification features to keep team members updated on task changes and deadlines.
Allow integration with other modules to streamline task-related data.
Calendar, Calls, and Meetings.
Customize the calendar to support scheduling, reminders, and recurring events.
Integrate call and meeting functionalities to track communications and ensure timely follow-ups.
Enable syncing with external calendars (e.
., Google Calendar, Outlook) for better accessibility.
Configure notifications and reminders for scheduled calls, meetings, and appointments.
Reporting and Analytics.
Set up comprehensive reporting features to monitor performance across CRM functionalities.
Generate reports on email campaign effectiveness, task completion rates, user activity, and client interactions.
Create dashboards and visualizations to support decision-making and improve data accessibility.
Ideal Freelancer.
The ideal candidate should have.
Proven experience with EspoCRM customization and development.
Strong knowledge of PHP, JavaScript, MySQL, and related technologies.
Experience implementing RBAC, email campaign management, and task management in CRM systems.
Familiarity with integrating third-party services and calendar tools (e.
., Google Calendar).
Excellent communication skills and the ability to provide thorough documentation.
Additional Information.
Budget.
USD Timeline.
This project has a strict timeline of 3-5 days.
Please only apply if you can confidently deliver all functionalities within this timeframe.
Deliverables.
A fully customized EspoCRM instance with all requested functionalities, complete documentation, and training on the new features.
We look forward to working with a talented developer who can transform EspoCRM into a powerful tool that meets our operational needs.
CRM Email Campaign Agendamento de Compromissos Email Marketing ID do Projeto.
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