Encerrado

Online Customer relationship management website tool

I need to design this first but essentially I need a quote for the below which will act as a Customer Relationship Management tool. See client notes below also.

It needs to be secure so not sure if Wordpress is ideal for this? Please advise. The information needs to be kept VERY secure and also use Password encryption – do you have experience of security and encryption?

Admin can add:

New company

New contact (assigned to company)

New Project (assigned to company, plus contacts associated with that project in particular)

Company will have notes against it will be logged as by user adding the comment and time / date added. History will be against individual project per company.

Contact will have history log also – admin can adds notes by Date and Time.

Assign keywords against a Contact and a Company, as well as allow keywords to be used in History logs (free text fields), so system can search and bring back results.

Client wants to be able to search History logs / contact details / company details (both per project and per contact). See his comments below. Results would show any Contact pages with these keywords assigned against it. He wants to be able to search generally in the notes or in specific fields only (using a drop down for search criteria e.g. Skillset, Qualification, Sector). It is of utmost importance we work to get the search functionality correct until it works as client wishes. My designs will obviously help demonstrate.

Client message regarding requirements:

1. We will host it in the cloud so we can access it remotely. Security of this data is of utmost importance so we are happy to pay whatever this costs for peace of mind. This will be factored in to our budgeting.

2. Fields will include:

a. First name

b. Surname

c. Email

d. Mobile

e. Title (e.g Partner, Associate, Counsel, GC, HR) *

f. Current law firm *

g. Previous law firm

h. “history log”

i. lawyer qualification date

j. legal Sector (e.g. O&G, Infrastructure, TMT etc) *

k. legal discipline (M&A, Litigation, Real Estate) *

l. Searches/work contacted about

m. A blank field for notes and or copy/paste public intel

n. Box to hold website link

o. Box to hold linkedin page

* indicates a fixed field or drop down, where we would select from a list.

“I know you want a history log also which I am taking you want to capture which client the log update is for, who is writing the update and the date and time.” YES PLEASE

We would want a section for each law firm (client), which would show the contacts attached to it, plus fields for mainline number, address, and a blank box for notes. Crucially this is where we would log a client project to track activity – e.g. meeting, new assignment, progress, which would then update against a contact if they were linked to the assignment.

In an absolutely ideal world we would create a Twitter-esque functionality, to log and search for key words. For example if I came back from a meeting where I gained any intelligence, I could type it into a notes field and if I marked it @privateequity or @namedcontact it would link with a contacts own page. We can then search on these words. Does this make some sense?

The search functionality is important and we would like to be able to search words in blank fields in addition to fixed fields (skill-set, qualification, sector).

We probably want something akin to a glorified Address book, where 1) we can search on a range of fields, like skills or industry or a keyword and 2) an additional page to log client activity.

PLEASE READ CAREFULLY BEFORE QUOTING. I WANT YOUR BID TO BE YOUR ACTUAL QUOTE, NOT JUST TO GET MY ATTENTION

NO TIME WASTERS PLEASE

Need to see portfolio of similar

Habilidades: HTML, jQuery / Prototype, PHP, PSD para HTML

Ver mais: what is crm software, open source crm software, free crm software, crm software salesforce, microsoft crm software, top crm software, apptivo crm, crm software free download, customer relationship management website project aspnet, customer relationship management system articles, articles customer relationship management, customer relationship management article, customer relationship management system requirement, customer relationship management system demo, customer relationship management system examples

Acerca do Empregador:
( 60 comentários ) London, United Kingdom

ID do Projeto: #15185723

58 freelancers estão ofertando em média $1620 para este trabalho

esolzsales

Hello, We have gone through your project details and have understood that lots of things to be hashed out to make PHP based website. If you want then we can have a PRODUCTIVE discussion on FL chat. Relevant Skills an Mais

$8765 USD in 80 dias
(339 Comentários)
9.9
A2Design

Hello, We are a team of 30 developers based in Russia. We specialise in: PHP & PHP frameworks, WordPress & Woocommerce, Opencart, Magento, API development, HTML5, CSS, JavaScript, Bootstrap, MySQL, etc. Get to kno Mais

$750 USD in 7 dias
(105 Comentários)
8.5
drupaltonic

We have done very similar work according to the customized needs of [url removed, login to view] take the discussion ahead to make this project successful Relevant Skills and Experience Our techie geeks are skilled experts who codes t Mais

$1555 USD in 20 dias
(110 Comentários)
8.5
fleetways

Sorry for exceeding max budget, thank you for looking at our bid. Ideally we would like to propose a PHP based web application; We can discuss features like tagging contacts etc., request your response. Relevant Sk Mais

$3000 USD in 45 dias
(88 Comentários)
8.0
$500 USD in 10 dias
(424 Comentários)
8.2
phpexp

I read through the job details extremely carefully and I am absolutely sure that I can do the project very well in the shortest possible time. I am very much interested and ready to start. Relevant Skills and Experi Mais

$777 USD in 15 dias
(232 Comentários)
8.3
xtreemsolution

Hi There I have checked the requirement to create a online customer relationship management system. I am Sam, having 7 years of experience in this domain personally to manage and execute the project as per clie Mais

$833 USD in 20 dias
(87 Comentários)
7.9
shibin123sl

We went through project description very well and we can do this work with your requirement. Look forward to discuss further with you. Relevant Skills and Experience We have 10 years of experience in web/mobile softwa Mais

$750 USD in 15 dias
(137 Comentários)
8.0
Infenixwebs

Develop a custom and secure CRM portal Relevant Skills and Experience Hi, I have experience in web projects, if you check my reviews you will see that I have gotten excellent results from previous employers. Proposed Mais

$750 USD in 32 dias
(291 Comentários)
7.9
tarekahmed

Hello Welcome here is a sample of what I did before please check this an Exam System [url removed, login to view] admin panel [url removed, login to view] admin / admin Relevant Skills and Ex Mais

$555 USD in 10 dias
(115 Comentários)
7.5
$1111 USD in 10 dias
(207 Comentários)
7.8
phpdeveloper100

we have read your detail requirements about to create this project and we are ready to start it. Relevant Skills and Experience - PHP - Code Ignator - Magento - Laravel - Wordpress - Zen-cart - X-Cart - Website Desig Mais

$786 USD in 10 dias
(74 Comentários)
7.2
tranngocanh1702

I am able to build the customer relationship management tool as you described. Here are 2 work that is nearly the same [url removed, login to view] [url removed, login to view] I am ready to start now. Relevant Skills and Experienc Mais

$750 USD in 20 dias
(76 Comentários)
6.8
spiretech

Hello, I have gone through the post and yes; I will help you for sure to build Online Customer relationship management website tool Relevant Skills and Experience [url removed, login to view], [url removed, login to view], [url removed, login to view] Mais

$500 USD in 15 dias
(80 Comentários)
6.8
dinovoloder

Hello. Dino here from Lembro design team. We are interested to discuss with you about your project. Please, check our portfolio and ask questions if you're interested. Hope to hear from you soon. Relevant Skills and E Mais

$800 USD in 14 dias
(36 Comentários)
6.8
lavizsolutions

Hi, Similar application for Law firm admin , please start a chat and i will demonstrate you. 1. Case Management system. [url removed, login to view] you can create activity, can view on cal Mais

$2000 USD in 45 dias
(20 Comentários)
6.8
ShiaFirst

Hi, I can create a secure customer management tool with all the features mentioned. Please Refer to this website for my portfolio: [url removed, login to view] Relevant Skills and Experience HTML, jQuery / Prototype, PHP, PSD Mais

$700 USD in 30 dias
(94 Comentários)
6.4
Thesynapses

Dear Client, Greeting From Synapses! I am very eager to discuss your requirements in depth so that analyze and provide you an estimation. But the budget you have mentioned is very less so you have to increase you Mais

$555 USD in 10 dias
(13 Comentários)
6.6
expertonphp

Hello Sir, I read your project requirement and i would like to provide our services on your CRM project. I would like to suggest you to build this crm on framework like laravel, codeigniter, yii etc Relevant Skills a Mais

$1500 USD in 25 dias
(124 Comentários)
6.5
$555 USD in 10 dias
(19 Comentários)
6.1