Design and build a bespoke CRM tool

Completed Posted 5 years ago Paid on delivery
Completed Paid on delivery

FoxWylie Ltd is an event production company serving the UK market. The company has been operating since 2016 and serves a varied client [login to view URL] date the company has been using multiple software packages to support business operations which are working in isolation and are becoming less efficient as the company grows. FoxWylie Ltd now seeks to create a bespoke event management system that is tailored to the company’s unique operating capabilities and drives effectiveness, efficiency and improved performance throughout the company’s life [login to view URL] CRM specifically tailored to suit the business needs comprises essential operational components within Admin, Finance, HR, Communication, Event Scheduling and Project Management. It will be utilised by multiple stakeholders such as employees, clients, suppliers and freelancers.

This project has 3 phases in total; this being Phase 1 requires the following work to be carried out:

a) Cloud based technology:

- with the ability to translate to an app at a later stage

b) Contact database:

- for employees, freelancers, suppliers, clients

- link to calendar so that if we add a meeting with a client we can get the client details from this database, and the database will have a list of past meetings and jobs with each client (storing historical data)

- this needs to link to Xero so we only have to enter contact details into one system

- need to be able to download, accept, store data here – i.e. public liability certificates, driving license copies etc.

c) Jobs:

- Job number generated ('number for life’); each job will be able to have multiple quotes and invoices attached to it; job numbers will be JB001, JB002, JB003 etc. quotes, invoices, PO’s etc. will all be based on this eg, QU111-JB001, QU111v2-jb001 etc.

- We use this number on a calendar. Whenever a job is added we need it to be added to a calendar. The calendar needs to be updated automatically so that when the job is confirmed it changes colour, if the job doesn’t go ahead it is removed from the calendar. Client to sign off that the job is confirmed.

d) Quotes:

- Able to link to the job number (‘number for life’)

- Able to export into Xero in order to invoice (to create simple Xero invoices, showing the subtotal of each main section with the title of that section).

- Able to track previous versions.

- Summary of the changes to each version provided for (e.g. client might request 6 lapel microphones and FoxWylie originally quoted for 4). We will update the quote to reflect this, the version will go up by 1 and there will be a summary page detailing changes from previous version, that we have added 2 lapel microphones at a cost of £X. The latest version will always be the active one with the previous ones archived.

- Client able to approve / sign off

- Able to show margins: work both ways so that we can either input an in cost and an out cost for an item and it shows us the profit margin, or we put the in-cost and have a fixed markup settable per section.

- Must be able to have sections in each quote e.g. space that will have a title and subtotal, but also sections within the section for example audio, lighting each with their own subtotal, which all add up to make the subtotal for the section, main room, expo, breakouts etc.

- Must be able to cost based on the unit price, quantity of units AND the number of days.

- Printable and email versions of quotes to be available.

App Developer HTML PHP Software Architecture Website Design

Project ID: #17933908

About the project

20 proposals Remote project Active 5 years ago

Awarded to:

gkws

Dear Employer,\r\n\r\nGreetings from Risensys!! A leading Web & Mobile Development Company.\r\n\r\nI have entirely understood your requirements about this project and so felt the desire to develop Bespoke CRM. We will More

$4500 USD in 60 days
(404 Reviews)
8.7

20 freelancers are bidding on average $4288 for this job

manager2015

Questions: 1. You mentioned 3 phases for the web application but it doesn't mention which features are included in which PHase? 2. Do you need a quote for each phase?

$3235 USD in 60 days
(316 Reviews)
9.8
cr8tivewebexpert

Hi, We have reviewed your requirement for your production company. We have experience building CRM, ERP solutions for different business. We have done XERO integration. Based on our review of your phase 1 r More

$7647 USD in 45 days
(324 Reviews)
9.1
leadconcept

Hi there, I have read everything carefully and discussed with my team. This seems to be a big project & as per my understanding, CRM based web application for the event management is to be developed. The CRM will ha More

$12941 USD in 90 days
(127 Reviews)
9.3
codeguru786

Hi, I've read the project description and very confidence to develop the CRM tool. I'll provide you with the highly skilled & dedicated HMTL, PHP, JavaScript, MySQL, front & back-end development services and complete t More

$5000 USD in 30 days
(730 Reviews)
9.6
webbookstudio

Hello, we would like to work with Your CRM. We can design and develop it. Please, review our experience here - https://www.freelancer.com/u/webbookstudio. Waiting for Your reply in FL chat. Regards.

$3529 USD in 30 days
(361 Reviews)
8.9
babysoftS

Hi, I have gone through the project description. I can build the CRM software for your event management company. I can proceed with phase 1 of the project that involves access for different user types, quotation, con More

$4117 USD in 60 days
(227 Reviews)
8.7
shivmirthyusl

HI There, Thank you for the opportunity You are looking to design and develop a CRM specifically tailored to suit the business needs comprises essential operational components within Admin, Finance, HR, Communica More

$3529 USD in 35 days
(327 Reviews)
8.9
concettolabs

Hello, How are you doing today? I have gone through your requirements and I can surely assist you on this. We are a team of professionals and have been into web and mobile app development since last 5 years More

$4117 USD in 30 days
(72 Reviews)
7.7
joekuck

Hi there - My name is Joe. I understand you are looking for a developer that will develop and build a system that is tailored to your special needs for your business. The three phases of this project seem very clea More

$2647 USD in 30 days
(79 Reviews)
7.8
micheal4299

You can also check my portfolio: https://www.freelancer.com/u/micheal4299 I also have experience in working on similar projects. Let me know if you are interested in working with me. Thanks!

$1500 USD in 30 days
(79 Reviews)
7.8
enok7128

Hi there, I have gone through project details, As you mention you need to build a CRM system for your business, Yes I would like to inform you we have experience in CRM system development for UK based voip company. More

$3000 USD in 75 days
(228 Reviews)
7.8
sflogics

I'm web developer working from 8+ years. I can start this job immediately and can work according to your time zone. I'll also provide you 1 month free support after completing this project.

$2000 USD in 30 days
(58 Reviews)
6.4