Filemaker pro database design and development for small business

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  • #1609
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Siv V. has already sent a proposal.
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Experience Level: Intermediate
We need a 6 user system to cope with the leads and renewals that we currently have.

Here is a list of the topics to cover to get the 'core' system in place.

- Convert the existing spreadsheet Customer Records onto the new database

- Set up searchable list views and allocate statuses for existing clients

- Set up Suppliers contact system

- Sort client lists by renewal dates & status

- Enable direct import of google sales leads.

- Enable outbound client & supplier emails using outlook.

- Supplier Invoicing.

- Comprehensive Search facilities

- Fully integrate email to allow incoming and outgoing emails to be seen in client records as well as any other e-mail identified as relevant to be seen.

My thoughts were that this will lay the foundation for the system and remove our reliance on the existing system of goldmine and spreadsheets.

As we grow we would be looking for a phase 2 where we have recruited franchisees who work from home. Phase two could comprise%u2026

- Agent login environment

- Leads allocation by Postcode

- Install database on remote or local server; depending on up/download times for remote users.

- Management reports and Agent management tools

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