Find Jobs
Hire Freelancers

Customer Management System built on Wordpress

$500-525 USD

Closed
Posted over 14 years ago

$500-525 USD

Paid on delivery
I am looking to have a Wordpress based Customer Contact Management system created. Below I have highlighted as much info as I can think of that I want in the system. * Customer input via system as well as web forms from other sites. * Tracking notes, enter dates of phone calls, mailers, etc. * Drip email campaign Lots more in the detailed area. ## Deliverables Contacts - a. easy contact entry b. sortable by contact types (able to define contact types) c. automatically populates contact information from incoming website leads (leads may come in from OTHER website too. So an API to accept leads from other forms is needed. Probably from passing the variables via a string query with a verification passcode and correct variable tags to a processing URL.) d. Ability to automatically places persons in a drip email campaign. e. Ability to monitor a POP3 account or IMAP account and sort incoming emails from these contacts get saved in that contacts history (with the option of linking those same emails to other contacts as well manually) f. easy notes section for each contact - so that anyone on the team can enter a note for that contact (detailed history section) Time management a. simple system - I think that any schedule type format would work. b. I do like a reminder system that you can set an alarm for any activity (I can set TP to set off an alarm on my phone and/or an email in advance of an activity) c. activities are assigned to clients and then saved in their history or notes section Action plans (basically check lists) a. for both closings and listings. b. you can create your own default plans (one for vacant land listings/closings vs your action plan for res listings/closings) c. activities can be assigned to team members in the action plan d. action plan activities are recorded in the contact history/notes Referrals a. when leads are assigned to other agents it shows up as referrals b. easy way to track progress on referrals and see how much each agent is earning Marketing library a. Set up mass emails or mailings to contacts on the database. b. database of common sent out communication c. A drip email module. Lets me predefine a group of emails and the emails are delivered on a schedule based on the time period when the customer was put in my system. Connectivity a. needs to be able to be accessed through a mobile device, not necessarily Palm but web enabled and connectable through a mobile device.
Project ID: 2985987

About the project

10 proposals
Remote project
Active 14 yrs ago

Looking to make some money?

Benefits of bidding on Freelancer

Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
10 freelancers are bidding on average $434 USD for this job
User Avatar
See private message.
$425 USD in 14 days
4.8 (69 reviews)
7.4
7.4
User Avatar
See private message.
$446.25 USD in 14 days
4.5 (7 reviews)
4.1
4.1
User Avatar
See private message.
$425 USD in 14 days
4.7 (6 reviews)
2.9
2.9
User Avatar
See private message.
$425 USD in 14 days
3.5 (6 reviews)
2.7
2.7
User Avatar
See private message.
$446.25 USD in 14 days
3.5 (1 review)
2.7
2.7
User Avatar
See private message.
$446.25 USD in 14 days
0.0 (1 review)
0.0
0.0
User Avatar
See private message.
$425 USD in 14 days
0.0 (0 reviews)
0.0
0.0
User Avatar
See private message.
$425 USD in 14 days
0.0 (5 reviews)
0.0
0.0
User Avatar
See private message.
$446.25 USD in 14 days
0.0 (5 reviews)
0.0
0.0
User Avatar
See private message.
$425 USD in 14 days
0.0 (2 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Louisville, United States
5.0
13
Member since Jun 16, 2001

Client Verification

Thanks! We’ve emailed you a link to claim your free credit.
Something went wrong while sending your email. Please try again.
Registered Users Total Jobs Posted
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Loading preview
Permission granted for Geolocation.
Your login session has expired and you have been logged out. Please log in again.