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.

技能: 微软Access, MySQL, PHP, 软件构架, SQL

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( 5个评论 ) Richmond, Canada

项目ID: #16193023

73 威客就此工作平均出价 $8347


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$7731 CAD 在80天内

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 更多

$13333 CAD 在90天内

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$10103 CAD 在50天内

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 更多

$7731 CAD 在45天内

Hi Pierce Fabian, After reviewing your job description, We're team of expert PHP developers. So, we believe that we can definitely help you develop your desired CEM based on your requirement as per your needs with C 更多

$10000 CAD 在60天内
$7894 CAD 在30天内

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 更多

$5555 CAD 在30天内

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 更多

$5000 CAD 在50天内

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 更多

$5000 CAD 在50天内

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 更多

$8000 CAD 在40天内

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 更多

$8000 CAD 在40天内

Hi, I have read the description. I have understood the listed features for the CRM. But we have to discuss in details. OUR RECENTLY DEVELOPED WORDPRSS SITE LINKS: [login to view URL] http://cit 更多

$5555 CAD 在30天内

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 更多

$5555 CAD 在60天内

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 更多

$8000 CAD 在30天内

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 更多

$9000 CAD 在90天内

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

$5222 CAD 在30天内

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$8333 CAD 在30天内

Hi, We have gone through the project description and understand that you are looking to develop a CRM program. We are Sphinx Solution, a team of dedicated 110+ developers, who are experienced more than 10+ years. 更多

$5000 CAD 在30天内

Hello Sir,  I am an interactive web designer currently located in the heart of Sri Lanka -- with a burning passion for designing -- and building simple, accessible, and beautiful graphical interfaces for all kind of 更多

$11111 CAD 在100天内

We are a London (Shoreditch) based web development studio. We've build systems for the NHS (the publicly funded national healthcare system for England) and other public sector organisations. Also we've built platf 更多

$10526 CAD 在30天内