Completed

Outlook Client Integration with Infusionsoft

This project was successfully completed by NallakumarKC for $2500 USD in 15 days.

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Project Budget
$1500 - $3000 USD
Completed In
15 days
Total Bids
23
Project Description

Spa 810 Booking System Requirements:

Spa 810 needs a scalable booking system that allows them to track customer’s appointments, manage rooms, and collect money, and follow-up with customers. The solution also needs to be cloud managed in case of disaster situations, break-ins, and other unforeseen events.
The solution also needs to be cost effective and modifiable as Spa 810 continues to grow.

Solution Reviews:

Millennium
Millennium had many features that were very compelling, however we were not able to get in contact with them to have any meaningful discover session on overall system capabilities and price.

Orchid
Spa 810 is currently using Orchid for their booking system and billing. Where it lacks is that there is no exposed API that would allow extensibility and connectivity to Infusionsoft which is the selected CRM solution.

Office 365 – Hybrid
Office 365 offers hosted exchange and extensibility through well-known and documented API that allow for the customization of Microsoft Outlook and other office applications. The ideal solution would utilize the Outlook client as the booking engine managing appointments and other items. Additionally, the Outlook client can be extended and customized to communicate directly with Infusionsoft making it easy to manage customers and automate marketing and also do proper billing. Office 365 offers hosted Exchange 15 which allows for managing all stores, employees, and rooms from a single server that is maintained by Microsoft.

Spa 810 Booking/POS Solution Proof-of-Concept
To prove the capabilities of an Office 365 – Hybrid solution we put together a simple proof of concept that illustrates the extensibility of office and potential communication between the Outlook client and the Infusionsoft CRM. This POC will be used as part of a requirements document and provided to you if selected.


Infusionsoft API:
[url removed, login to view]

VSTO is well documented on [url removed, login to view]

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