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.
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 chat box so that we can discuss all details with you and take this project to development stage
we have team of exp software programmer and user interface designer in our company with 4-7 years exp and we will deliver you quality and professional work
Looking forward to hear on same
Regards
Sam
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...
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, also it will be familiar among your users.
Thanking you for considering Sri Technocrat as a partner in development.
With Regards,
Sri Technocrat
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, Excel, MySQL, PHP, Software Architecture
I can do this within your budget too $1500 - $3000 CAD
please check more from here https://www.freelancer.com/u/mmadi.html?page=portfolio
I am ready to work with you,kindly waiting for your response.
Thanks & Regards,
Mmadi
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 discuss before awading the project.
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)
We have 10 years of work experience and more than 520 of various complexity projects implemented.
We provide Full Stack web and mobile development services. Also, in the team, we have great designers and Internet Marketing specialists.
You can be sure that your order will be performed with high level of quality within scheduled time and an approved budget.
Best regards!
Alex
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 deadline and cost mentioned is just a tentative one and we would be able to provide an accurate as soon as we finalize the scope of work and our estimation.
Our CRM Experience:
1. Integrated CRM with Microsoft CSP(Partner Center).
2. Integrated CRM with QuickBooks and also worked ADX Portal.
3. Plugin development, work flows and ribbon work bench
4. Dynamic CRM Web portal with Azure
Let me know if you want to have a look at some of our CRM case studies for the CRM programme that we have done.
We have expertise in following technologies:-
• MVC Framework
• Angular JS
• C#
• knockout.js
• RESTful Service
• ASP.NET
• DotNetNuke
• Web API
• MS SQL Server
• MS Dynamics CRM
• Azure/AWS Cloud Computing
• Scrum Methodology
The benefit of hiring me is that you will get experienced App developer, along with that you will also get the free backend support of my center of excellence (CEO) team. This team consists of technology expert developers with 15 plus years of experience in different domains. This team is not assigned to any particular project; they can help the developer to deliver WOW services to you.
We are a team of 100+ people with offices in UK, Australia, and India. We believe in high quality with affordability.
Looking forward to working with you
Regards
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
Relevant Skills: CRM, Excel, MySQL, PHP, Software Architecture,
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 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 so no worries.
Regarding Apple mail we have to check on that. And we will develop a CRM which will be responsive so mobile and laptop compatible.
We are not going to use any ore created CRM like sugrarCRM or any other as you mentioned as there are lot of flaws and we will create our own one from scratch so that you can get all the features you want.
We will develop this CRM in Laravel which is an advanced Php framework used only by professionals. We have more than 3 years of experience and we are going to provide one year’s free web hosting too.
Kindly message me to discuss.
Regards,
Rob
Team CodeHut
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+ developers working on .Net (C#, Asp.Net, MSSQL), PHP (Core php, Laravel, CodeIgnitor and MySQL), IoT, Azure and Mobile App Development.
If you want to collaborate with me let’s discuss it in more detail over the chat.
I look forward to having the opportunity to discuss the job further.
Regards.
Rohaan
