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Build an interactive CRM Database

$250-1000 USD

Completed
Posted about 8 years ago

$250-1000 USD

Paid on delivery
The CRM has to be customer service oriented and not as much as sales oriented. We have 4 offices. And all these offices are making sales on a daily basis. As of right now what they do, is when they make a sale they simply either fax or email that to the main office and we process the deals by at the main office. Once the deals are processed we save that on an Excel and have that available to the customer service team. Which, not to mention is a very hectic process and since we are growing we need to have a more solid solution for this issue. What we're looking forward to do is to create a CRM system which is cloud-based or I can get it on a in house server if it cost-effective and its easier to maintain. Every sales office would have a username and a password to login to the server. Let's say sales office number "1" gets a deal under the name of John Smith. When John Smith is sold, sales office number one would log into the server using their username and password, the field for all John Smith information such as name phone number address, card number, type of package that they bought, price, EXP date etc would pop up. As soon as they fill out all the information they will submit John Smith information and it will be available to the "main office" in real time. Main office will process John Smith information and once john Smiths information are all processed the main office will update John Smith as an successful client. As soon as john smith becomes successful client, he will be visible by the sales office number one that it has been processed and its successful so the sales office can count that as a deal on their sales board. From this point John Smiths information will be available to the shipping Department. The shipping department will have their own username and password and once they log in they will be able to see under their (activities or pending tasks on the dashboard) that John Smith needs to receive a new package based on what he bought. After shipping Department sends out their package John's information will simply be saved on the main database where it can be accessed by the customer service team. When John Smith contacts the customer service, the customer service team should be able to access John Smiths information by simply search with his last name, with his member ID, or with his phone number. As sales office number one made the sale they will have the privilege to edit John Smiths information before it's processed by the main office. However it will not be accessible by office number two, three and so on and so forth. The main office should have the power to pull up reports to check which office producing more deals and basic reporting accessibility such as batch reports (more like on a dashboard). Each customer service agent login, along with the shipping, processing, and the verification login should have activities button where their pending tasks will be saved. Once the task is completed they will be able to edit it and save it and all these information will be saved in a central database where only one or two login would have the full access. There should not be any limitation on users and all users can be managed my the admin. There has to be a limited accessibility for each one of the login for customer service or for main office. Such as the customer service rep should not have the access to the whole credit card number for the client. They will the access to the last four digits, stuff like that. Every office should be able to see their daily or weekly production etc.
Project ID: 10471010

About the project

19 proposals
Remote project
Active 8 yrs ago

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It is not a big deal to implement this. It looks more like a process tracking system to me, just with a lot more information per record. It is safer and cheaper to host in a data-center.
$1,000 USD in 10 days
5.0 (1 review)
4.0
4.0
19 freelancers are bidding on average $899 USD for this job
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Let's discuss more about project to finalize the proper scope with estimated cost and time so ping me over the freelancer chat. I am myself developer so you will directly work with me. No mediators. No managers. No subcontractors. Please check my my recent work for the technical expertise along with reviews & feedback on my profile page.
$1,030 USD in 10 days
5.0 (2 reviews)
6.4
6.4
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Hi there, I have read Project Description & fully understood the requirements, I do not see any technically hurdles, as everything is explained very well but your budget is very low, so would you be flexible in it? Our bid is just a placeholder to submit the proposal, as we cannot submit proposal without entering any amount. Look forward to hearing from you. Regards, YK LEADconcept
$1,111 USD in 45 days
5.0 (1 review)
5.1
5.1
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Hi there - My name is Khorshed. I've read your brief and can see that you’d like to build a custom CRM to manage sales etc. I can help you get this done. I have several years of experience designing and developing website and already developed many web applications. I would love to discuss with you further about taking this project on. Thanks
$789 USD in 14 days
5.0 (2 reviews)
4.8
4.8
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A proposal has not yet been provided
$555 USD in 20 days
0.0 (0 reviews)
0.0
0.0
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My browser-based cloud database application service INCLUDES ALL SERVICES in a single plan: DESIGN, DEVELOPMENT, HOSTING, TRAINING, and SUPPORT --one low monthly fee to fully support your application needs. My continuous consulting service IS my solution, so you will never be left to support a complex technology mash-up by yourself. We are dedicated to supporting your business operations, providing superior support in a personal way. I can set up your CUSTOM database application on a production Transaction Editor (TEd) cloud server within two weeks for just $250. * Spreadsheet ease-of-use * Column and Row-defined MULTI-USER ACCESS * Accountability of a database * Forms processing * Custom reporting * Save SEARCHES and SORT on multiple columns * Recover from mistakes with CHANGE HISTORY LOG * EMAIL PDF proposals/orders/bills/invoices/requisitions/reports * IMPORT/EXPORT multiple file formats * SCHEDULED and EVENT-based updates * Automated NOTIFICATIONS * Flexible WORKFLOW Management * Highly RELIABLE and SECURE * and so much more... Search for "Konduit Transaction Editor". Contact me for a demonstration.
$277 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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I would suggest email integration and some work flow tracking Innovationers Limited is a company registered in Birmingham, UK not a bedroom operation with a team of sales, marketing and product delivery developers designed for SMB's that require professional services
$450 USD in 2 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Boca Raton, United States
5.0
5
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Member since May 11, 2016

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