Closed

Mobile development

I need an iPhone/iPad app. I would like it designed and built. I currently use a paper lead management system that is inefficient. I have to file paper in folders and no real good way to track progress or follow up. The source data is a pdf. lead card, and a csv. with the same information. I use the pdf. card on appointments, and the csv. file for tracking. My progress notes are written on the back of the card and annotated on the csv file. Neither is very good.

I need a system where I can upload the csv file and attache the card to the file, so I can toggle from the dashboard to the pdf. I need to be able to add notes to each individual file on progress and be able to sort the progress. There are only a few things that can be annotated. The date and time of contact, the type of contact: phone or door knock, the result which is: appointment scheduled ( and if an appointment is scheduled the data needs to go into the google calendar, and todo list), Voice mail (no contact), call back at a certain date or time, also to go into calendar, and a todo list. and a call that is rejected or no advance.

So you get an appointment, or have to call back because they are not in, don't answer, or want to speak at a different time, or no advance and the lead is no good. Some leads do not have phone numbers so I am going to have to door knock to contact them.

If you get an appointment the lead is either sold or not, there may be a reason to call back later in a month or so. You can also get a no show appointment. Sale, No Sale, or no show, and comments for all.

I need to be able to sort the data. So when I get the leads, I will sort into doors to be knocked and calls to be made that week. I need to know who I need to follow up from prior calls or visits, and I need to be able to sort by zip code for efficiency. I need to be able to access the data on my ipad, and make the notes after each call, sold or not sold, and if I will follow up or not.

I will need to sort data by any field so I may want to know how many how many people no showed last year, or in a certain town, I need to be able to work the data on a dash board, so when a lead is pulled up I will have all the data on that lead available, and all the contacts and notes available without further searches.

If the lead is sold I need to be able to record the sale amount. 150 , or 600 or whatever. So I will know what my sales progress is for the day or week or month.

I am attaching examples of lead cards and csv file, and some notes on the back for examples.

My ultimate goal is to put this into an ipad app that will be able to access data from a cloud source, I will need to be able to print out a todo list of who to call, and it would be nice if the appointments and follow ups would be able to go into google calendar. Each call or contact on a lead is a separate event that needs to be in a history so it can be recalled.

Something like [url removed, login to view] where this data can be seen, easily used and activity reports. This will streamline my work and make it organized. I need an estimate to complete such a product.

Skills: iPhone, Mobile App Development

See more: zip code field required, php zip code field, zip code radius target, zip code script, zip code radius tool, zip code, zip code usa, zip code distance excel, world zip code gis

About the Employer:
( 0 reviews ) United States

Project ID: #12184170

96 freelancers are bidding on average $2995 for this job

zhengnami13

Hi, How are you? It's very pleasure to apply your job. As you can see my profile, I am an expert mobile developer. I have 7+ experience in mobile app development. I did tones of apps successfully. I think we c More

$3888 USD in 30 days
(195 Reviews)
8.8
aistechnolabs

Greetings, I am very thankful for this opportunity. It’s really exciting that we have below similar kind of expertise and work experience: [url removed, login to view] https://play.google.c More

$4123 USD in 30 days
(45 Reviews)
8.6
winmaclin

Hi Mikeclanton, We reviewed Idashboards : Bring clarity to your data & job description. We can definitely develop "iOS app" that will be able to access data from a cloud source, you are able to print out a todo li More

$3000 USD in 60 days
(424 Reviews)
8.4
technotrust

Hello Sir, We are one of the Top freelancers for the Mobile apps category and please check our review and feedback. We are providing great quality with daily communication with affordable budget. We have devel More

$2500 USD in 30 days
(188 Reviews)
8.9
devexpertsteam

Hello, We are IT-Engineers with higher educations, having more than 15 years of experience, developing sophisticated Web and Mobile solutions from scratch. Some of our past projects were in the field of workflow, More

$10000 USD in 30 days
(58 Reviews)
8.2
vasundhara19

Dear Sir, We are working on Web, iPhone, iPad and Android, We have the large team of that skills with a designer. We have checked your requirement and we are interested in working on it, would like to see wire-frame More

$2368 USD in 30 days
(99 Reviews)
8.2
sphinxsolution

Hi, I hope you are doing well, This is Kunal, we are running small setup of 110+ in-house developers and designers,who have developed more than 300 applications so far for our clients all around the world. We More

$2500 USD in 30 days
(78 Reviews)
8.4
leadconcept

Please ignore the bid price for now, as I still need to see attachments. ------- Dear Sir, I have understood everything you mentioned but you mentioned "I am attaching examples of lead cards and csv file, and some More

$5000 USD in 60 days
(14 Reviews)
7.7
monoLancer

Hello, How are you? I had read your job description and many interest. I check all tech problem via google,and known that i can do this project well. This project match with my skill and experience, i have fu More

$2500 USD in 30 days
(58 Reviews)
7.9
mobileservice001

Dear Sir. I am a highly skilled senior iOS/Android developer with 6+ years of experience, I have created and published many iOS/Android applications for last 6 years. (ex: photo and video sharing, social network, geolo More

$2500 USD in 30 days
(42 Reviews)
7.9
bsbrajmohan25

Dear Client, Hope you doing well. We are ready to start work immediately on your project. We are very much expertise group of iOS, Android, Design and Website developers. For better understanding of our work p More

$1800 USD in 30 days
(42 Reviews)
7.8
EliteSolution8

Dear, client. I've gone through your project description carefully and am interested in working for your project. As an expert, I have developed many apps before so have good experience and skill in this field. More

$2500 USD in 30 days
(35 Reviews)
7.6
covernal

Hi, I have completed all projects on Freelancer. I have 4+ years of experience for iOS & Ma app development. (2 years of experience in Swift) I prefer using Swift for iOS app development. I am very familiar with Git More

$2500 USD in 30 days
(49 Reviews)
7.6
SevenStarInfo

Hello ! We want to discuss about your project as we have experience in it. What Differentiates us from the other freelancers : # Experience of more than 5 years in Unity 3D, Xcode, CoCoa 2d, Phonegap and major More

$3000 USD in 30 days
(66 Reviews)
7.7
AppXonedotCom

Hi I am Mustafa from Appxone. I am interested to accomplish your project of hiring people like freelancer.com. I will take care of your project from start to end and source code will be provided. My profile:   More

$2631 USD in 30 days
(65 Reviews)
7.7
XcodePro492

Hi, I am experienced developer with 5 years of experience in Mobile Technologies, Especially iOS & Android. I work on iOS Myself & my team work for iOS & Android. I manage small team of local developers. We have compl More

$3000 USD in 40 days
(107 Reviews)
7.9
MobiStudioz

►►Project Title- -Mobile Application Development. ►►Scope- -User profile management -File uploading -Appointment management -Voice mail management -To do list -Calender integration ==Kindly communicate wi More

$4000 USD in 45 days
(25 Reviews)
7.5
JoomlaVogue

Hello Sir, First of all, we would like to tell you how we will initialize the project with you Please have a look at our portfolio for Mobile App and Unity Game based projects: [url removed, login to view] More

$1500 USD in 30 days
(61 Reviews)
7.4
Beautistar

Dear, client. My number one priority is customer service and satisfaction! Languages for development --- iOS app: Objective-C/Swift in Apple Xcode Android app: android/Java in Android Studio admin panel and Webs More

$2500 USD in 30 days
(71 Reviews)
7.5
thivorien

Hello, here is an iOS and Android expert who is willing to work with you. I have read your description carefully and got your requirement fully. I have recorded 5 marks, 100% job completion and perfect reviews so fa More

$2500 USD in 30 days
(51 Reviews)
7.4