Custom designed CRM program

Closed Posted 6 years ago Paid on delivery
Closed Paid on delivery

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.

CRM Excel MySQL PHP Software Architecture

Project ID: #15594145

About the project

34 proposals Remote project Active 6 years ago

34 freelancers are bidding on average $3126 for this job

meet2amitvw

Ok i am good at core development and can make system from scratch...i had created many CRM and ERP from scratch and good to provide demo as well in further chat...

$2319 CAD in 30 days
(176 Reviews)
9.4
augurstech

Dear Employer Greetings from Team Augurs Coming to your project scope we will develop CRM for your non -profit organisation with contacts,Organization Activity Tracking (interaction type, date, etc.) Ping me via cha More

$2666 CAD in 40 days
(211 Reviews)
9.0
sritechnocrat

Hello We have checked the requirement and specifications. We have also checked the list of features you need. We will recommend developing you own CRM which will be exactly as per your legacy which you currently do, More

$2500 CAD in 30 days
(82 Reviews)
7.7
mmadi

Dear BCAFM, We are glad to inform you that we have developed similar thing before I have go through your project "Custom designed CRM program" Relevant Skills and Experience I have 10+ years of experience in CRM, E More

$2100 CAD in 36 days
(50 Reviews)
7.1
pixelagency1

Hello! I have got acquainted with your requirements and have a proposal as well as some questions that we should discuss. My name is Alex. I am a representative of web agency Pixel based in Kiev, Ukraine (GMT+3) More

$3000 CAD in 30 days
(44 Reviews)
7.5
sunsoftpro

Hi Employer, I have read your description and benn interested in the project. Please give me more detail of the project. I'm ready to discuss and start on the project now. ================================== Please More

$3157 CAD in 45 days
(128 Reviews)
7.3
RameshMarand

Hello Mate, Hope you are doing well. We have highly experienced CRM developers with a minimum of 5+ years of experience who can easily help you in developing customized CRM within your time and budget. The deadl More

$3000 CAD in 30 days
(26 Reviews)
6.7
bondwp322

how are you,sir? I am a professional developer who has rich experience in this field. If you contact me, you and i will all be happy. Thank you for your reply in advance. ProjectName:Custom designed CRM program Relev More

$2500 CAD in 15 days
(36 Reviews)
6.4
king18yat

I can create designs, website , Online shops , Android , IOS and desktop applications or any custom software for you . I shall also provide 1 year support for any bugs . Source will commented.

$2500 CAD in 44 days
(27 Reviews)
6.0
CodeHut

Hi Sir, I have read the full description and understood that you need a CRM. The functionalities are quite clear to me and integration with Trello and other third party things will require their APIs which is possible More

$3000 CAD in 90 days
(13 Reviews)
5.5
ludiac

Hi there, This looks like the duplicate of the project we bid earlier. Please review the proposal on the other one. Thank you!

$2500 CAD in 30 days
(19 Reviews)
5.7
Rohaanshinde123

Hi There, After reading your offer this looks like a perfect fit for my skill sets. I can surely help you to design and develop a Custom designed CRM program. We’re are a Microsoft partner with a team of 15+ develope More

$1500 CAD in 30 days
(1 Review)
0.0
DBLogs

Hello, it seems that you have posted this project twice. In any case: your project is pretty much suit with what we are doing: development of open source business application platform - Orienteer. It allows to build CR More

$2222 CAD in 30 days
(0 Reviews)
0.0