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Build Database for Account & Service Program Management - open to bidding

$250-750 USD

已取消
已发布将近 9 年前

$250-750 USD

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A cloud-based (preferred) database (Access or MySQL) for multiple stand-alone locations with private and separate data that is password protected (location #1 can not be able to access any data from location #2). System should be able to handle Contacts & Sales Leads as in a CRM type solution for (Leads, Qualified Leads, Quoted, Presentation/Closing) with an area for dates and contact notes along the way, and then the result is either they become an Account or a Lost Lead. The next module is for Accounts & Service Management where we provide multiple types of classes for multiple types of accounts and people register for these classes that have various elements such as; Day, Time, Location, Age Group, $ Amount per Class, Number of Classes, Class Dates, Off Dates, Ceremony Date, Facility Co-Op Fees, T-shirts., Workflow for Multiple Account Types and multiple service types. Our accounts offer 1, 2, 3, or 4 sessions per school year and some offer a summer camp as well. Some Accounts register directly with us through our online registration system, some accounts prefer to handle registrations themselves and simply send us a roster (and we would enter the information manually), and some schools simply hire us at a contract rate and there is no roster and the children don't register for the class at all. We currently use a manual system and are looking for something that can help automate the process, issue reminders to our calendar, send contracts and quotes to accounts and prospects, send marketing emails for upcoming events to parents who have registered in the past, as well as generate detailed rosters for our classes and reports for management. Module three would be the workflow & project management portion that would handle the tasks involved in launching each program (10-12 steps) as well as the steps in preparing for the closing ceremony of each program (3-5 steps). The project management portion would basically be manually entered items with sub items, due dates, and notes for completion. Finally, there will be a module for book-keeping that will communicate with Quickbooks and upload sales information for each Account. I will use this for multiple locations that each have separate databases and passwords which would need to be their own, but I would want to be able to access ALL data from all locations. The overview is basically to have 4 Modules; CRM, Account & Service Management, Workflow & Project Management, & Book-keeping. I am not sure what other information you need, but I have drafted an outline of what would go into it - I just don't know how it needs to be structured. Please let me know what other information you need and we can go from there.
项目 ID: 7634654

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活跃9 年前

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Hello! With 98% to 99% completion rate, 800+ successfully completed projects, and a 5.00 reputation (maximum possible, 5.0) (Yes, not even 4.99 average rating, can be verified on my profile page https://www.freelancer.com/u/rajeshsonisl.html !!)... you can never go wrong choosing me :) I look forward to your reply. Thanks. Kind Regards, Rajesh Soni
$2,631 USD 在10天之内
5.0 (613条评论)
7.7
7.7
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hi this information is enough to start the project. can you please tell me when do you want to start the project?
$722 USD 在25天之内
4.9 (262条评论)
6.5
6.5
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Hi, i have checked your requirement and understood following things --- 1)A cloud-based (preferred) database (Access or MySQL) for multiple stand-alone locations with private and separate data that is password protected. Simplification :- It would be the database which can be accessed from multiple locations, and data for each location would be different so it can not be accessed by different locations. 2) System should be able to handle Contacts & Sales Leads as in a CRM type solution for (Leads, Qualified Leads, Quoted, Presentation/Closing) with an area for dates and contact notes along the way, and then the result is either they become an Account or a Lost Lead. Simplification :- We are recently working with one CRM project so i am familiar with all these terms 3)The next module is for Accounts & Service Management where we provide multiple types of classes for multiple types of accounts and people register for these classes that have various elements such as; Day, Time, Location, Age Group, $ Amount per Class, Number of Classes, Class Dates, Off Dates, Ceremony Date, Facility Co-Op Fees, T-shirts., Workflow for Multiple Account Types and multiple service types. Simplification:- you are going to offer Accounts & Service Management for different class of attributes you mentioned. I understood every point but want to discuss more about the pricing for this project precisely Feel free to message me at any time, i used to be online 14 hrs in a day on this website.
$1,546 USD 在40天之内
4.8 (32条评论)
6.1
6.1
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A proposal has not yet been provided
$526 USD 在10天之内
4.9 (16条评论)
5.8
5.8
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Hi There, We are specialized in ERP and CRM development. We have developed a number of ERP, CRM and other portals and can develop this one for you. I will request you to kindly initiate the chat so we can discuss further and finalize the project. Thanks
$1,888 USD 在42天之内
5.0 (21条评论)
4.7
4.7
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Hi, I have been working as IT consultant and Software Architect more than 10 years. I became OCP, CCNP, RHCE 3 years back. Earlier I completed B.Sc. Enng and M.Sc. Engg both in computer engineering. Hire only technical/professional not writers only. I'm both I can send you samples of work. I'm assuring you that you will score more than 90% Check my works here https://www.freelancer.com/projects/Software-Architecture-Engineering/Software-engineering.5777740.html https://www.freelancer.com/projects/the-analysis-design-software-system.html https://www.freelancer.com/projects/Software-Architecture-Engineering/foundation-software-engineering.html https://www.freelancer.com/projects/Software-Architecture-Java/Object-orientated-formal-specification.html I'm assuring you the best quality. I'm looking forward to hearing from you very soon
$333 USD 在5天之内
5.0 (12条评论)
4.3
4.3
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Hi, We are interested in this project. We are an IT team of experts and professionals. We are known for our hard work and quality and client's satisfaction is our main concern. We strive to give the best results to our clients and within the deadline. Hoping a reply from you. We works on the milestone model of freelancer.com and divide projects in 4 phases. On completion of every phase client have to pay 1/4 part of the whole payment. Regards, Team Qexon
$600 USD 在10天之内
5.0 (14条评论)
3.8
3.8
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hello,many many greeting of the day! we have gone through your project description and Ready to start right way! We assure to you that will deliver to you a quality work with satisfaction. So kindly open the PMB for detail discussion. With Thanks & Regards, sunil& Anil
$250 USD 在10天之内
5.0 (13条评论)
2.6
2.6

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UNITED STATES的国旗
Atlanta, United States
4.9
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会员自10月 27, 2014起

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