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- Proposals: 4
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Description
Experience Level: Entry
I need an App built to use on apple OS, which will take inputs of customer information, and generate an Invoice/receipt with unique reference.
This will then store the info on a Spread-sheet/DB. I believe this is called a CRM system ??
The recipient and their email address will be automatic, as it needs to come from a list.
The send button will then send to the recipient, with a 2nd and possibly 3rd copiy going to the company emails
We are a micro company at the moment, and cannot invest the sums required for a fully functional system yet, and therefore need to start with the basics, and expand the system on an on-going basis, so I am looking for someone that I can work with to achieve this.
I expect that I will soon need a desktop interface for the office, and will expand the basic information gathering and storage, to become a system to send monthly statements to customers, and track payments received. Invoices will eventually be issued by multiple individuals, and I will need to track payments by individual too.
This obviously means that the basis needs to be correct at the outset, to provide for the development ongoing.
I have very little knowledge about online systems, so I need to discuss the ways to achieve this best, and any additional software requirements that I may have, to accommodate a CRM ???
I would appreciate it if replies could give me an idea of what you would have in mind.
This will then store the info on a Spread-sheet/DB. I believe this is called a CRM system ??
The recipient and their email address will be automatic, as it needs to come from a list.
The send button will then send to the recipient, with a 2nd and possibly 3rd copiy going to the company emails
We are a micro company at the moment, and cannot invest the sums required for a fully functional system yet, and therefore need to start with the basics, and expand the system on an on-going basis, so I am looking for someone that I can work with to achieve this.
I expect that I will soon need a desktop interface for the office, and will expand the basic information gathering and storage, to become a system to send monthly statements to customers, and track payments received. Invoices will eventually be issued by multiple individuals, and I will need to track payments by individual too.
This obviously means that the basis needs to be correct at the outset, to provide for the development ongoing.
I have very little knowledge about online systems, so I need to discuss the ways to achieve this best, and any additional software requirements that I may have, to accommodate a CRM ???
I would appreciate it if replies could give me an idea of what you would have in mind.
Richard W.
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Last project
8 May 2024
United Kingdom
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