Create an App for a small (one person) CRM system
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Mohali
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Description
Experience Level: Entry
General information for the app: Build very small CRM app for iOS / Android (and Windows) phone and tablet
Kind of development: New app from scratch
Description of requirements/features: The following app should be made for iOS / Android and windows phones and tablets.
The app is a small CRM system for one individual user. So ever app user has its own data. No sharing with others or multi-user functionality.
The following functionality should be made inside the app.
Ever user should be able to add customer records to the app.
A customer records should exist out of the following fields: (maybe a few extra)
- First / Last name person
- Address
- Phone number
- Mobile number
- Email address
- Social accounts (Facebook / Twitter / LinkedIn )
- Type of record (customer/prospect/team member)
For the user of the app it should be possible from the app to:
- call people from the record
- email people from the record
- send people text message from the record
- start an WhatsApp conversation from the record
When the user does the above actions it should be possible to do this with predefined templates of messages. Especially for the email, WhatsApp and text messages.
These templates should be able to define by the app user themselves
Also the user should be able to set action for every record.
An action can be call the person on 22nd of November, or send an email with information on 14 October.
These actions should be connected to the agenda on the mobile telephone of the user.
And there should be notifications popping up when the action needs to be taken.
Ever action that the app user takes should be registered at the record in the app.
So ever call should be registered with date. Same for email and WhatsApp. App user should be able to make notes with the record.
For email, text messages and WhatsApp it should be possible to send messages to multiple persons with one action.
For example send an email to all records that are marked as a team members
There should be the possibility to add documents in the app. Like pdf documents, excel spreadsheet, word file, a photo.
Also there should be the possibility for the user to add a logo of himself to the app. This logo should give the app a person identification. So for example the logo should pop-upon the home screen. And small be visible on other pages.
Extra notes:
Kind of development: New app from scratch
Description of requirements/features: The following app should be made for iOS / Android and windows phones and tablets.
The app is a small CRM system for one individual user. So ever app user has its own data. No sharing with others or multi-user functionality.
The following functionality should be made inside the app.
Ever user should be able to add customer records to the app.
A customer records should exist out of the following fields: (maybe a few extra)
- First / Last name person
- Address
- Phone number
- Mobile number
- Email address
- Social accounts (Facebook / Twitter / LinkedIn )
- Type of record (customer/prospect/team member)
For the user of the app it should be possible from the app to:
- call people from the record
- email people from the record
- send people text message from the record
- start an WhatsApp conversation from the record
When the user does the above actions it should be possible to do this with predefined templates of messages. Especially for the email, WhatsApp and text messages.
These templates should be able to define by the app user themselves
Also the user should be able to set action for every record.
An action can be call the person on 22nd of November, or send an email with information on 14 October.
These actions should be connected to the agenda on the mobile telephone of the user.
And there should be notifications popping up when the action needs to be taken.
Ever action that the app user takes should be registered at the record in the app.
So ever call should be registered with date. Same for email and WhatsApp. App user should be able to make notes with the record.
For email, text messages and WhatsApp it should be possible to send messages to multiple persons with one action.
For example send an email to all records that are marked as a team members
There should be the possibility to add documents in the app. Like pdf documents, excel spreadsheet, word file, a photo.
Also there should be the possibility for the user to add a logo of himself to the app. This logo should give the app a person identification. So for example the logo should pop-upon the home screen. And small be visible on other pages.
Extra notes:
Raymond H.
93% (41)Projects Completed
41
Freelancers worked with
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Projects awarded
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Last project
5 Feb 2022
Netherlands
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Raymond, the insertion of separate app logo for each user is only possible with coding, but there is another way to achieve this, Can we discuss about it in detail?
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