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Develop a new Customer Relationship Managment (CRM) program

Our not-for-profit organization requires a simple CRM.

PHASE 1) Review existing off the shelf products against our requirements and make a recommendation

PHASE 2) Modify recommended CRM to suit needs of an education and training oriented not-for-profit.

Tasks we would like to the system to handle:

1) Basic CRM fields

a. Contact (contact name, address, title, etc.)

b. Organization

2) Activity Tracking (interaction type, date, etc.)

3) Product or Program (description, dates available, cost, location)

4) Opportunity (Value, lead, linked to product, pipeline stage)

5) Case Management (Students)

a. Instructor notes

b. Participant scores and evaluation

c. Track Participation and attendance in training program (Product)

d. Track job placement attempts and interview notes

6) Dashboard (Reports in Table but with some visual)

a. Visual Pipeline (showing days Opportunity is at a stage)

b. Pipeline by User

c. Pipeline by Product

d. Reports exportable to Excel.

Other Requirements

Not recommend or develop a system that includes on-going monthly user charges.

Can however, recommend a system that has a one-time cost.

Can be cloud based or hosted on our own server.

System must be mobile friendly, or have an app, to allow “remote” data entry on iOS and Android devices.

Document Integration with OneDrive, Dropbox

Calendar Integration with iCal, Exchange

Task integration with Trello

Mail integration with Apple Mail. ** (Desired but not critical)

If recommending modification of an existing system should utilize Open Source platform such as Sugar, SuiteCRM, vTiger or Bitrix24, CiviCRM that we can fork/customize.

Kĩ năng: Microsoft Access, MySQL, PHP, Kiến trúc phần mềm, SQL

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Về Bên Thuê:
( 5 nhận xét ) Richmond, Canada

ID dự án: #16193023

72 freelancer đang chào giá trung bình $8324 cho công việc này


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$7731 CAD trong 80 ngày
(169 Nhận xét)

Hello, Greetings, We have read your project requirements and we have understood that you want to develop a CRM. We have more than 12+ years of experience and over 8000 projects completed successfully, have clos Thêm

$13333 CAD trong 90 ngày
(331 Nhận xét)

Greetings, I am very thankful for this opportunity. It’s really exciting that we have similar kind of expertise and work experience: Accounting & CRM: [login to view URL] Other: [login to view URL] Thêm

$10103 CAD trong 50 ngày
(84 Nhận xét)

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$10000 CAD trong 60 ngày
(874 Nhận xét)

Hello, "Greetings from Webwing Technologies". We have gone through your description as per your description you want to develop CRM System for Company. -We need to tell you that currently, we are working on Thêm

$7731 CAD trong 45 ngày
(171 Nhận xét)

Hello, This is Shuchita from the OmSoftware (INDIA)..!! I have checked out the description about the project which you have provided. I just want to assure you that we have developed OUR OWN CRM that is based on Thêm

$5555 CAD trong 30 ngày
(142 Nhận xét)

Hi there, I already have a similar CRM developed earlier, can modify it as per your exact needs. Do you already have an active web hosting for this project? I have a 99% project completion rate and a 4.99 reputa Thêm

$5000 CAD trong 50 ngày
(960 Nhận xét)
$7894 CAD trong 30 ngày
(559 Nhận xét)

Hello, Hope you doing well..!! I checked your all requirement that you need to developer & designer that provide you the complete solution with unique design and quality development and time. Also we will provide y Thêm

$5000 CAD trong 50 ngày
(129 Nhận xét)

Hello Hiring Manager, Thanks for looking at my message. I am senior software engineer , has 10+ years of working experience in delivering projects of ERP , CRM and POS systems for various business domains. I w Thêm

$8000 CAD trong 40 ngày
(160 Nhận xét)

Greetings! Thanks for sharing the details. We can assist you on both the phases of this project. We can assist you in reviewing existing solution and can provide you recommendation of the best one as per your nee Thêm

$8000 CAD trong 40 ngày
(119 Nhận xét)

Thank you for looking at our bid. Our exposure is limited to Sugar, also Oodo, we can come up with customization plans (phase 1) for your requirement. Kindly advise. Kindly visit our profile on Freelancer to revi Thêm

$5555 CAD trong 60 ngày
(92 Nhận xét)

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$5555 CAD trong 30 ngày
(391 Nhận xét)

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$10000 CAD trong 100 ngày
(32 Nhận xét)

We have worked extensively in developing, deploying and supporting CRM packages – both on .Net Framework (Microsoft Technology Stack) and open source (LAMP stack) using vtiger. We have worked with simple to fairly comp Thêm

$9000 CAD trong 90 ngày
(359 Nhận xét)

Hi how are you ? i can make new Customer Relationship Managment (CRM) program so lets talk so can know more detail

$5222 CAD trong 30 ngày
(452 Nhận xét)

Dear Sir, I am an expert in such CRM systems, already developed a very advanced and high level CRM for a company operating as Backend to a Bank here in New Delhi, India. I am well aware of the challenges involved Thêm

$8000 CAD trong 30 ngày
(255 Nhận xét)

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$8333 CAD trong 30 ngày
(134 Nhận xét)

After reading your project description, I am confident that I can help you! We have worked on on a Customised CRM for our own requirements. Please send me a message for more discussion for move forward. Please che Thêm

$7731 CAD trong 50 ngày
(116 Nhận xét)
$8000 CAD trong 45 ngày
(20 Nhận xét)