Small CRM Type Software

This project received 80 bids from talented freelancers with an average bid price of £2669 GBP.

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Project Budget
£1500 - £3000 GBP
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Project Description

I run a window installation business and I need some software to be made for our office. We have three people working in the office on three separate machines. I need a piece of software through which I can easily add a new customer to a database and fill in various details. I would then need to be able to call up this data by searching for Name or Address etc. I will also need to be able to create Tasks and these can be assigned to each user. Each customer form must be able to have attachments.

Email integration would be useful. Also, the ability to create various documents such as quotes and invoices for each customer would be good. All users must be able to have access simultaneously.

Various types of Job Tickets will need to be created. These are documents that we would give to our painters/installers with details of each job. It would contain customer name, address, post code, job description etc and these would need to be created quickly by the system.

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