CRM App to connect with an existing database

  • Status Closed
  • Budget N/A
  • Total Bids 18

Project Description

I need a simple CRM app what will connect to my customers database and pull various reports/data required. There are a lot of free apps on the app store where you can get general ideas about what this app can do.

Some basic requirements:

-App should be able to pull data for the existing database or a separated database which will be created just for this app purposes (Database work will not be required but if interested note that in the bid.)

-Ability to import Calendar information.

-Ability to generate various reports such as: Total sales, Sales rep reports, Expense report, inventory reports, sales report and employee performance etc.

-Ability to enter notes

-Ability to see customer details such as: Customer contact info, terms, ship to, previous orders, recent item orders and etc.

-Ability to see order info such as: open orders, orders on hold, completed order, order in process and etc.

You can submit a bid for just the face plate for this app or a complete functional app. I will keep refining the app all the time which will provide opportunity for more work down the line.

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