
Quote for website and back-office CRM
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Description
Angelos K.
100% (9)New Proposal
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- Could you clarify how you would like the “Ask the CIC a Question” process to work from submission through to resolution?
- For the referral system, what information should be collected from users and what should partners be able to access or update?
- How would you like the free tools and guides to function, particularly the cost-of-living calculator, region comparison tool, school finder, and downloadable resources?
- For donations and reporting, could you clarify which payment provider and impact metrics you would like to use? -

Hi Angelo,
Before finalising the scope and fixed quotation:
1. Would you prefer us to recommend the CRM platform, or do you already have a preference between HubSpot, Zoho, Monday.com or Salesforce?
2. For the cost-of-living calculator, region comparison and school finder, do you already have the required data/calculation logic?
3. Approximately how many internal advisors/admin users will need CRM access initially?
4. Should the optional Partner Portal be included in the initial build or treated as a later phase?
5. Do you already have a webinar platform in mind, such as Zoom or Teams?
Looking forward to discussing further. -

Is the listed price just a placeholder or within what you hope this build would fall within? I am highly doubtful you will be able to get the results you expect for such a build around that pricing. If there is genuine flexibility, I would be highly interested.