Develop a new Customer Relationship Managment (CRM) program

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.

Skills: Microsoft Access, MySQL, PHP, Software Architecture, SQL

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About the Employer:
( 5 reviews ) Richmond, Canada

Project ID: #16193023

70 freelancers are bidding on average $8357 for this job


Hello, Greetings, We have read your project requirements and we have understood that you want to develop a CRM. We have more than 12+ years of experience and over 8000 projects completed successfully, have clos More

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Greetings, I am very thankful for this opportunity. It’s really exciting that we have similar kind of expertise and work experience: Accounting & CRM: [login to view URL] Other: [login to view URL] More

$10103 CAD in 50 days
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Hi Pierce Fabian, After reviewing your job description, We're team of expert PHP developers. So, we believe that we can definitely help you develop your desired CEM based on your requirement as per your needs with C More

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Hello, "Greetings from Webwing Technologies". We have gone through your description as per your description you want to develop CRM System for Company. -We need to tell you that currently, we are working on More

$7731 CAD in 45 days
(173 Reviews)

Hello, This is Shuchita from the OmSoftware (INDIA)..!! I have checked out the description about the project which you have provided. I just want to assure you that we have developed OUR OWN CRM that is based on More

$5555 CAD in 30 days
(143 Reviews)

Hi there, I already have a similar CRM developed earlier, can modify it as per your exact needs. Do you already have an active web hosting for this project? I have a 99% project completion rate and a 4.99 reputa More

$5000 CAD in 50 days
(979 Reviews)

Hello, Hope you doing well..!! I checked your all requirement that you need to developer & designer that provide you the complete solution with unique design and quality development and time. Also we will provide y More

$5000 CAD in 50 days
(131 Reviews)

Greetings! Thanks for sharing the details. We can assist you on both the phases of this project. We can assist you in reviewing existing solution and can provide you recommendation of the best one as per your nee More

$8000 CAD in 40 days
(121 Reviews)

Hi, I have read the description. I have understood the listed features for the CRM. But we have to discuss in details. OUR RECENTLY DEVELOPED WORDPRSS SITE LINKS: [login to view URL] http://cit More

$5555 CAD in 30 days
(393 Reviews)

Thank you for looking at our bid. Our exposure is limited to Sugar, also Oodo, we can come up with customization plans (phase 1) for your requirement. Kindly advise. Kindly visit our profile on Freelancer to revi More

$5555 CAD in 60 days
(94 Reviews)

We have worked extensively in developing, deploying and supporting CRM packages – both on .Net Framework (Microsoft Technology Stack) and open source (LAMP stack) using vtiger. We have worked with simple to fairly comp More

$9000 CAD in 90 days
(392 Reviews)

Hi how are you ? i can make new Customer Relationship Managment (CRM) program so lets talk so can know more detail

$5222 CAD in 30 days
(454 Reviews)

Dear Sir, I am an expert in such CRM systems, already developed a very advanced and high level CRM for a company operating as Backend to a Bank here in New Delhi, India. I am well aware of the challenges involved More

$8000 CAD in 30 days
(255 Reviews)

Hello Hiring Manager, Thanks for looking at my message. I am senior software engineer , has 10+ years of working experience in delivering projects of ERP , CRM and POS systems for various business domains. I w More

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$8333 CAD in 30 days
(134 Reviews)

Hello sir, We will be pleased to develop the CRM as per your requirement. Demo can be displayed. Let us discuss further on our approach and procedure in implementing your project requirement.

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$8000 CAD in 45 days
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