CRM database
- or -
Post a project like this£2.0k(approx. $2.5k)
- Posted:
- Proposals: 2
- Remote
- #104133
- Expired
Description
Experience Level: Expert
We need a bespoke CRM database solution that will:
• Allow multiple users to access it anyone time (up to 100)
• Allow us to create individual customer records that contain information like name, address, phone number etc
• Allow us to create individual company records that contain information like name, phone number, fax number etc
• Create workflows
• Have a search function that allows us to search through the records (this will include keywords, filters and search by type)
• Mail merge word documents, emails and pdfs and save them.
• Set time-based system flags and alerts
• Make mathematical calculations based on numerical inputs (formulas to be supplied)
We would like to plug into some 3rd party software – so scripts and/or API development may be required (not essentially)
We view this as ‘phase 1’ design and do plan on enhancing / further develop the system over time so the initial build and architecture cannot be too rigid
• Allow multiple users to access it anyone time (up to 100)
• Allow us to create individual customer records that contain information like name, address, phone number etc
• Allow us to create individual company records that contain information like name, phone number, fax number etc
• Create workflows
• Have a search function that allows us to search through the records (this will include keywords, filters and search by type)
• Mail merge word documents, emails and pdfs and save them.
• Set time-based system flags and alerts
• Make mathematical calculations based on numerical inputs (formulas to be supplied)
We would like to plug into some 3rd party software – so scripts and/or API development may be required (not essentially)
We view this as ‘phase 1’ design and do plan on enhancing / further develop the system over time so the initial build and architecture cannot be too rigid
Andrew C.
100% (17)Projects Completed
42
Freelancers worked with
35
Projects awarded
27%
Last project
6 Oct 2017
United Kingdom
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