Customer Database
$1500-3000 USD
Pagado a la entrega
Need a customer database/system for a company of 10 employees.
Users need to be able to query, based on any field or range of values
Each record (client) has several due dates, 30 days prior to due date an email needs to be sent with an attachment for clients to review and send back. Ideally the whole emailing would be automated, if that is not possible, then at least a reminder needs to be send to employee to prepare such email
Reporting:
Main 3 reports are word documents which are prepared per client with information stored in the client's record
Scalability consideration, will be a Phase II:
Mobile Access
Integration with Quickbooks to avoid double data entry
Online form for the clients to submit information themselves.
Not sure what technology is needed, considering using a CRM service, but not sure how to integrate with the features a CRM will not provide.
Please let me know if there are questions and I'll update the descriotion to better match
Nº del proyecto: #5973612
Sobre el proyecto
29 freelancers están ofertando un promedio de $4084 por este trabajo
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