Small start-up businesses (not even open yet) with a tight budget but needs a solid OS CRM system customized that can grow with his business. He is willing to spend the money now because he will hopefully have thousands of users and does not want them to incur expensive monthly user fees once he is up and running.
Must be compatible and function on Desktop and all mobile applications.
This will be a basic CRM system that will need to be interfaced with his custom automated Email Marketing and Merchant Account; and Automated Merchant Account payment system. These are already in place and functional so just need basic interface. You can use a basic OS system like Sugar/VTiger, etc. if compatible with our clients objectives.
This system will need to be up and running on our dedicated server within 30 days with the following completed:
1. Design to match our identity package ([url removed, login to view]) including enhanced design logo and colors and a very clean and simple easy to use dashboard;
2. Simple user registration customization for personalization and photo uploads;
3. Set up 5 levels of custom hierarchy;
4. Add between 25-30+ customized record fields with at least 10 fields performing simple automated functions;
5. Create 4 simple customized and automated (timed) sales and financial reports;
6. Full record history and tracking system with “click to view” details;
7. Ability for Managers to easily upload at least 20,000 leads at a time;
8. There are three basic interfaces for existing systems:
- Lead/Telephone interface for 1-click inbound/outbound calling. (Vicidial or similar);
- Seamless interface with our customer automated email blast system; already set
up, customized and operational. Interface only.
- Seamless interface with our automated Corporate/Client Marketing and Payment
System; already set up and operational. Interface only.
We have only 4 weeks to have this customized and fully functional so please do not bid if you do not have lots of experience, time, and a system that can easily be set up within that time frame. (This deadline is not flexible.)
Must be able to start this work within 1 week and complete and satisfactorily test all functions within 4 weeks maximum.
We will set 4 milestones equal to one fourth the bid.
You can do work on your worksite server and deploy to our server as each phase below is completed.
1. First funds released after design work is completed including dashboard; hierarchy; email; user registration; customized fields; are set-up and work approved and system is on our server. (We have a dedicated server)
2. Second funds will be released when all user set-up/history functions/lead uploads/reports are tested/working,
3. Third Funds will be released when all interface work is completed and fully functioning.
4. Final funds will be released when the above basic features are final tested and fully functional. Must be within 4 weeks.