CRM / Project Manager Software
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- Proposals: 7
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Software Engineer, CRM, business information systems and data integration solutions
Southampton
Senior Developer [ Node | React / Redux | ASP.NET Core / MVC | MS SQL | Microsoft Bot Framework ]
Tbilisi
277185220016753961208514175069523619052502306
Description
Experience Level: Intermediate
Estimated project duration: 1 - 6 months
I am looking to develop our own bespoke CRM / Project Manager / Business Manager software to allow us to operate our entire business from one place. We are currently using Insightly but as with all 'cloud based' CRMs they are never perfect, so we are looking at developing our own bespoke software instead.
Below is a brainstorm of what we need the software to be able to manage:
CRM / Company management database system to manage:
Custom CRM/admin modules
○ Users
■ Super user
■ Admin
■ Engineers
○ Staff
■ Clock In Systme / Timesheets (work out OT)
■ Expenses
■ Holidays
■ CPD/training file
■ Sick Days
○ Equipment/Vehicles
■ Acoustic Equipment
● Calibration due dates
■ Vehicles
● MOT/Services Dates
● Vehicle Service Checklists
■ Auto Reminders for all
○ Contacts
■ Enquiries
● Urgency Raĕng
- Pipeline stages
● Enquiry category: Hot, Cold, Future etc.
● Enquiry Status: Open, Abandoned, Suspended
● Reason for losing
● How did they find us.
● Auto follow up funcĕons (via email) based on urgency raĕng
● Auto reminder funcĕons
● Correspondence log
● Bespoke job type form
○ NS (Noise Survey)
○ SIT (Sound installaĕon tesĕng)
○ ATT (Air ĕghtness tesĕng)
● Set workflows
○ Jobs
■ Converted from enquiry
■ Projects type
■ Workflows Automated
● Set workflows
● Custom workflows
■ Projects & task/workflow components assigned to mulĕple users
■ Deadlines ‐ urgency raĕng
■ Correspondance.
■ Project Time Logger
■ Create Invoice
■ Send to Quickbooks Integraĕon
○ Calendar
■ Job bookings
■ Equipment out
■ Staff Holidays
■ Tasks etc. linked to google calendar
Marketing Email Campaigns:
- Database import of new weekly leads to chase. Search function to remove leads of already existing customers.
- Email out of new incoming leads and unique email, with custom fields in both subject line and body of email.
- Sendable via different email address.
- Tracking of open rate and link clicking.
***Integrations: Easy 2 way talk with Gmail, GCal, Quickbooks***
Attached is a more detailed specification.
Let me know if you are interested in and I'd be happy to discuss this further
Below is a brainstorm of what we need the software to be able to manage:
CRM / Company management database system to manage:
Custom CRM/admin modules
○ Users
■ Super user
■ Admin
■ Engineers
○ Staff
■ Clock In Systme / Timesheets (work out OT)
■ Expenses
■ Holidays
■ CPD/training file
■ Sick Days
○ Equipment/Vehicles
■ Acoustic Equipment
● Calibration due dates
■ Vehicles
● MOT/Services Dates
● Vehicle Service Checklists
■ Auto Reminders for all
○ Contacts
■ Enquiries
● Urgency Raĕng
- Pipeline stages
● Enquiry category: Hot, Cold, Future etc.
● Enquiry Status: Open, Abandoned, Suspended
● Reason for losing
● How did they find us.
● Auto follow up funcĕons (via email) based on urgency raĕng
● Auto reminder funcĕons
● Correspondence log
● Bespoke job type form
○ NS (Noise Survey)
○ SIT (Sound installaĕon tesĕng)
○ ATT (Air ĕghtness tesĕng)
● Set workflows
○ Jobs
■ Converted from enquiry
■ Projects type
■ Workflows Automated
● Set workflows
● Custom workflows
■ Projects & task/workflow components assigned to mulĕple users
■ Deadlines ‐ urgency raĕng
■ Correspondance.
■ Project Time Logger
■ Create Invoice
■ Send to Quickbooks Integraĕon
○ Calendar
■ Job bookings
■ Equipment out
■ Staff Holidays
■ Tasks etc. linked to google calendar
Marketing Email Campaigns:
- Database import of new weekly leads to chase. Search function to remove leads of already existing customers.
- Email out of new incoming leads and unique email, with custom fields in both subject line and body of email.
- Sendable via different email address.
- Tracking of open rate and link clicking.
***Integrations: Easy 2 way talk with Gmail, GCal, Quickbooks***
Attached is a more detailed specification.
Let me know if you are interested in and I'd be happy to discuss this further
Adam M.
100% (17)Projects Completed
19
Freelancers worked with
7
Projects awarded
55%
Last project
9 Jul 2023
United Kingdom
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