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$750-1500 CAD
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looking to develop in .net CRM system, it will be host on 365 or similar, web base solution
Can you / develop if I will provide you requirements ?
The front will be website, the back end will be CRM
Also we will use share point for customers files
Basically what I am looking for is a CRM, I develop a software in PHP but it is ok for 1 customer.
What it do is; client call a number and get customer rep ( personal injury law firm), they collect customer info, then send him from the software a form to fill up.
The client print or he can fill it online and print to sign on it.
He can scan and email, fax and it will be scan, or delivered to the rep and he will scan it.
Once the sign up the client on the system (CRM) we will have all client details.
It will open a folder for this client on the SharePoint ( automatically ) and the file that will be scan will be uploaded to the client folder.
Then the owner get email for new customer, he will assign a lawyer from his office or outsource ( all the lawyers info will be in the CRM system the customer will input the data), the lawyer will need to meet the client and fill up form to be sign, scan and upload to the client folder.
At any time the client can see and print files in his folder but cannot modify or delete, the lawyer can upload , add files but cannot delete
. Only the owner can delete files.
Then the lawyer will send the client to doctors ( again the rep will input data to CRM ) then all the exams, X-ray ... Will be upload to the client folder ( under the client folder we will have sub folders that we creat such as documents, Doctor , lawyer .....)
If the lawyer doesn't meet the customer after period of time the the owner decide ( example 1 month) then the lawyer get email that he need to approve or disapprove that he met the client, he will get email ( example ) once a week, then once a day then every hour....
The owner will get reports / generate reports such as outstanding clients that lawyers / doctors did not met, he will get it automatically to his email ( again he decide how often), with Colors such as green for ok, orange for waiting a period of time ( the owner decide example 2 month) then red when they forgot contacting the client for long time.
This is some of the description, let me know if you think you can design something like that.
This software will be web base access, it will be for as many as law firms as I ( admin ) decide , one law firm cannot see other law firm info.
Each user/ client/ customer/ rep/ Doctor / lawyer .... Will access with his email and will see his info / clients only.
Each owner of law firm will see all the clients that are under his company only so owner can control only his data base and cannot see or access other law firm owner data
the way the software work is as i mentioned: Once the sign up the client on the system (CRM) we will have all client details.
It will open a folder for this client on the SharePoint ( automatically ) and the file that will be scan will be uploaded to the client folder.
so each customer will have is own folder with sub folders, in each there will be; images, pdf, word documents.......
the owner of the "company" (dont forget they will be many companies and many owners, but owner of company A can see only info for company A he cannot see info from company B)
he can search by name of the client, first/ last name, date, can generate reports....
currently the software is php, now i am looking to move to .net ( that i am not familiar) it must be secure, each company cannot see other company info, access will get them to their company only.
each client will have is own folder (where will it be stored ?) and sub folders
they can upload files.
Nº del proyecto: #10960670
Sobre el proyecto
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I will develop CRM software as per your requirements. Please let me know all fields which are required for all form in the your CRM software.
36 freelancers están ofertando un promedio de $2122 por este trabajo
Greetings if you want this on a serious note then I am really looking forward to work with you on this project and assure you not to disappoint you. rest we can discuss over chat. positive reply awaited
More than 15 years of full time experience in application software development including more than 3 years of strong experience in Project Management / Tech Lead, more than 10 years of strong experience in .Net technol Más
Hi, Please feel free to discuss the project with me so that i can wrap it up in a timely manner as per your requirements. Thanks, Murtaza
Hi, I am Robin. i have 5+ years experience. I have read your job post, and i am sure i can do this right now... ..... Thanks
Enthusiastic Team objectives is to make a commendable contribution to the field of Computing which is vast in different sections, handle responsibility and build positive relationships with work colleagues at all level Más
work with me and you will always come back again i have great skill on this and i would like to showcase it to you , just select me and you will appreciate