The first deliverable being a ""Client zone"" login functionality on our website [url removed, login to view] where the client may check their KPR (Keyword Performance Reports). The system will need to automatically search [url removed, login to view] for each of the keywords that the client is optimizaing for and prepare a ""Month End KPR Report"" that the client can download in a PDF format. The client will also have an option to manually request the system to check the keyword rankings at any given time by pressing a ""Check Keyword Performance"" button and the system must scan [url removed, login to view] on demand and produce the report which the client will also be able to download in a pdf format. Only the month end generated reports need to be stored for 18 months for every client.
This needs to be achieved preferably using PHP / MySQL and the login needs to be secure.
Our website: [url removed, login to view]"
This is the first deliverable out of 7 development stages. To give you a brief idea of the scope of future development. Further functionality to be introduced is 'CRM based' desktop and online integration :
1. All Client information must be in one place. This consist of:
a. Initial contracts signed by the client
b. Any email communication with the client
c. Information regarding work status / project completion / progress reports
d. Notes regarding telephone conversation with the client – dates / person spoke to / details etc.
e. Financials of each client – be able to generate invoices and statements / client to be able to view / download invoices and statements through their client login.
f. (for later expansion - to be able to integrate with software IP phone and attach conversation recordings with the client)
2. The system needs to flag clients for staff attention based on certain criteria (ie non-payment of the latest invoice, criteria will be provided)
3. The system needs to email / sms the client automatically based on meeting of certain criteria (ie bounced debit order (payment) / 30 days account in arrears etc.)
4. The system needs to be able to directly talk to the accounting software (we are currently using Quickbooks)
5. On the website. Give clients the ability to login on the website ([url removed, login to view])
6. Under the members area they will be able to:
a. View their progress reports / project completion status etc.
b. Update their personal / company details
c. Be able to complete payments
d. View a digital copy of their contract
e. Be able to read / download terms and conditions
f. Submit support / inquiry requests and get a ticket number
g. View / download latest statements and invoices
h. View calendar of upcoming events (future development)
i. Be able to refer clients to us (this will be sort of like a royalty program and they will earn points for every referral)
j. See status updates on the referrals submitted
k. Be able to see number of points earned through referrals
l. Be able to request additional services free of charge should they earn a certain amount of points
m. Be able to upgrade their existing package / service
n. a customizable client area where the client can upload their logo and change background color