Help designing or customizing CRM
- or -
Post a project like this697
$200
- Posted:
- Proposals: 22
- Remote
- #3587278
- Awarded
Laravel| Wordpress| Codeigniter| PHP| Drupal|Magento|Project Management & Software QA Engineer
London
Quick Graphic Designer + Animator + Video Editor + Photo Editor + Logo Designer + Autocad Designer
Sydney
⭐ TOP RATED ⭐ Graphic Designer| WordPress / WIX |2D Animator| Video Editing |Photoshop Expert
Karachi
Software Engineer - Web Development - Database Development - Any I.T Related Tasks
Manchester
7010074301554972752897147544711787070380366947519647690664602893879443330617493614
Description
Experience Level: Entry
Hello! I need to set up a simple CRM, but I need some customized options for it. I tried using Hubspot, but couldn't seem to get it to do what I needed (and it had a lot of stuff I DIDN'T need!) - so I'm willing to consider either building something or if you know a good software that can be customized to what I need!
Here's what I'm looking for:
- Must be browser-based
- Need to be able to track contact information, including social media handles & websites (would be awesome if it could also tell me how many followers a contact has on Twitter, IG, etc. - but I realize that's probably not possible due to API restrictions)
- Need to be able to track multiple tags for a contact, such as performer style, etc.
- Need to be able to store attachments, such as headshots and flyer artwork
- Tracking notes on each entry
- Ability to enter past deal memos - or at least keep an eye on how much a performer was paid for each show
- I need to be able to enter show dates for each contact; with each listed show, I also need to be able to enter number of tickets sold (for the individual contact, not for the whole show). Ideally, I'd also like to have an option that will automatically show me the average tickets sold for a contact across all their listed shows - and to be able to rank contacts by this number.
- A calendar function where I can see all of the performers listed on a particular date - and better yet, be able to split them up amongst multiple shows on the same date and add new performers right from the calendar page - would be great, but it's not essential; I'm willing to consider skipping this if need be.
I'm not using this software for booking, ticketing or anything else, so I don't need any of those features; this is just so I can coordinate my own records of performers and be able to search them at a glance.
Here's what I'm looking for:
- Must be browser-based
- Need to be able to track contact information, including social media handles & websites (would be awesome if it could also tell me how many followers a contact has on Twitter, IG, etc. - but I realize that's probably not possible due to API restrictions)
- Need to be able to track multiple tags for a contact, such as performer style, etc.
- Need to be able to store attachments, such as headshots and flyer artwork
- Tracking notes on each entry
- Ability to enter past deal memos - or at least keep an eye on how much a performer was paid for each show
- I need to be able to enter show dates for each contact; with each listed show, I also need to be able to enter number of tickets sold (for the individual contact, not for the whole show). Ideally, I'd also like to have an option that will automatically show me the average tickets sold for a contact across all their listed shows - and to be able to rank contacts by this number.
- A calendar function where I can see all of the performers listed on a particular date - and better yet, be able to split them up amongst multiple shows on the same date and add new performers right from the calendar page - would be great, but it's not essential; I'm willing to consider skipping this if need be.
I'm not using this software for booking, ticketing or anything else, so I don't need any of those features; this is just so I can coordinate my own records of performers and be able to search them at a glance.
Ken P.
100% (13)Projects Completed
12
Freelancers worked with
11
Projects awarded
50%
Last project
8 Jun 2023
United States
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-
Is that final budget?
1021127
We collect cookies to enable the proper functioning and security of our website, and to enhance your experience. By clicking on 'Accept All Cookies', you consent to the use of these cookies. You can change your 'Cookies Settings' at any time. For more information, please read ourCookie Policy
Cookie Settings
Accept All Cookies