Relatively simple application to be developed for travel agent:
User records customer contact data, including info like trip dates.
System merges data with email templates and automatically sends emails on dates determined by counting back from the first day of the trip. Emails should be rich text or HTML.
User can also send out merged template emails to a selected list of customers in the database based on various criteria, such as children's ages, genders, lodging and the date of the trip.
User can review customer contacts to see which items have been mailed to them. They can make notes about phone calls or discussions in the customer's records.
Some reminder emails are skipped if user has checked "Paid" in the customer data.
Some emails are sent to the database user to remind them to make a phone call or follow up.
Query function should allow user to search for customers or trips by various criteria, select, view, edit or delete them.
User should be able to add custom email templates for special promotions. Email templates should have some relatively simple way for the user to input the mail-merge fields. They should be able to be sent to a single customer or a selected range of customers or all customers.
A modified open source CRM is ok as long as all the unneeded pages and features are removed. Simplicity in the interface is important.
If you read this entire requirement, please be sure to write "I read all the requirements" in your PMB or I won't consider your bid.
Total of 12 automated emails to be sent to either customer, user or lodging over the course of the booking procedure and follow up. Once trip is completed and follow up emails sent, customer should be set to "inactive" so that the CRON doesn't check them every day. Future trips will reset them to "active".