Custom designed CRM program
$1500-3000 CAD
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.
Project ID: #15594145
About the project
34 freelancers are bidding on average $3126 for this job
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...
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
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
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
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
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
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.
Hi there, This looks like the duplicate of the project we bid earlier. Please review the proposal on the other one. Thank you!
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