CRM / Datbase System
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Description
Experience Level: Intermediate
Hi
We wish to create a system (either desktop or web based) where we can:-
1) Have 3 or 4 checklists that will run a report at the end of the month showing areas which need review.
2) CRM - Emailing clients in bulk with new guides etc/standard letters etc., capturing data from client emails, adding checklists + notes from clients
3) TQM system, with 3 or 4 checklists, which automatically complete a letter from the information contained in the checklist - there will probably be 30 or 40 iterms in the checklist and corresponding paragraphs and this should be easy for us to change paragraphs + add new checklist questions,
4) work-flow - We would ideally like to see how many clients we have completed, how many are left for the month / year and also attach a checklist to the clients file + also details of any clients we are working on at the moment.
5) To do list - "tasks"
6) Letter writing - based on information gathered from the checklists, + standard letters that are generated with the name and address etc. from the client details etc.
7) Marketing / sales follow up and system - not essential however would be good, ideally to include standard marketing letters / templates + details of clients who are newly registered + sales leads to follow up.
8) Client Risk Assessments - We have to complete a risk assessment for each client every year and we need this to be completed for every client in order to give us a code to enter onto our invoices.
The system should be scaleable as we grow the business. We would envisage 2 days per month of additional work as we wish to significantly improve and expand the system. It should also be highly secure.
I realise this is probably not very clear and difficult to explain due to my lack of IT knowledge. Please feel free to ask as many questions as you want.
Many thanks
Paul Stock
We wish to create a system (either desktop or web based) where we can:-
1) Have 3 or 4 checklists that will run a report at the end of the month showing areas which need review.
2) CRM - Emailing clients in bulk with new guides etc/standard letters etc., capturing data from client emails, adding checklists + notes from clients
3) TQM system, with 3 or 4 checklists, which automatically complete a letter from the information contained in the checklist - there will probably be 30 or 40 iterms in the checklist and corresponding paragraphs and this should be easy for us to change paragraphs + add new checklist questions,
4) work-flow - We would ideally like to see how many clients we have completed, how many are left for the month / year and also attach a checklist to the clients file + also details of any clients we are working on at the moment.
5) To do list - "tasks"
6) Letter writing - based on information gathered from the checklists, + standard letters that are generated with the name and address etc. from the client details etc.
7) Marketing / sales follow up and system - not essential however would be good, ideally to include standard marketing letters / templates + details of clients who are newly registered + sales leads to follow up.
8) Client Risk Assessments - We have to complete a risk assessment for each client every year and we need this to be completed for every client in order to give us a code to enter onto our invoices.
The system should be scaleable as we grow the business. We would envisage 2 days per month of additional work as we wish to significantly improve and expand the system. It should also be highly secure.
I realise this is probably not very clear and difficult to explain due to my lack of IT knowledge. Please feel free to ask as many questions as you want.
Many thanks
Paul Stock
Brenda S.
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26 Apr 2024
United Kingdom
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