CRM (Filemaker/Bento) Customization for a Small Creative Agency

  • Status Closed
  • Budget $15 - $25 USD / hour
  • Total Bids 4

Project Description

This is a second stage project.

Stage 1: Please advise solutions, timeline and estimate costs for our CRM/Asset management needs.

Stage 2: Actual implementation of the application via Remote Access


Small Creative Agency based in Tokyo, Japan is looking for a Filemaker (bento) developer to customize/ design and set up a CRM system (on the server) that meets below requirements:

1. Customize/Design Templates that linked to each of the followings with key info such as "job number".

A. Cost Sheet

B. Sales Pipeline

C. Address Book


E. Invoice

F. Contact Report

G. Production Sheet

H. Digital Assets such as sound files, video files, PDF contracts, digital photos etc.

Note: Each template must be:

1. Exportable to numbers/excel

2. Clean Print Format

3. Customization of which information to include in PDF/Print

4. Key information to be filtered in Search

Details of Work Requirement:

1. Server Set Up @ Tokyo HQ by Remote Access and Creation of the How to Manual (documented on the work)

2. VPN Set Up on the server and Creation of the How to Manual (documented on the work)

3. iPhone/iPad Set Up and its How to Manual (documented on the work)


5. Filemaker Set up on up to 15- 16 work machines (TBC)

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