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CRM Solution with C# MVC

Functional Statements

The below statements define the logic of the system.

These statements should be read by both the developer and the customer.

User Access

● The system needs to be user / roles based

● CRUD permissions on all main section

Clients, Contacts & addresses

● Create and edit clients -

● A typical client is a mental health trust, care group or organisation.

● They will require details such as;

○ Business name,

○ Address,

○ Contact details,

○ Key contacts

Contact Types

● Ability to create and set contact types (key contact)

Client Types

● Ability to create and set client types

Products and Services

● Ability to add products and services

○ Title

○ Category

○ Price

○ Price type one off or monthly

○ Introduction

○ Description

● Current product offering is per user per month with associated time

requirements to get this setup - days

Products and Service Attachments

● Ability to attached datasheets to the products and services for use as

attachments to quotes

○ PDF’s

○ Office Docs

○ Images

Opportunities

● Ability to create opportunities against clients these will have stages;

○ Identified

○ Prospect

○ Quoted

○ Won

○ Lost

● The opportunities are assigned to users

● A prospect is built up from products using a recursive selector so as

many products / service can be added as required.

● The opportunities details screen needs to show partials for

○ Opportunity details

○ Customer

○ Addresses

○ Quote products

○ History

● The opportunity needs to be able to be sent as a quote via a button

● When the quote is sent, the user has the ability to add in the email

content prior to sending or send to himself.

● The user will have the ability to select to attach the product datasheets

to the email of every product that has been selected.

● The ability to be able to produce PDF quotes

Opportunity History

● These opportunities will need to have follow up dates, and a history of

interactions

● Need to see the versions of quotes sent

Dashboard Tabs

● Dashboard to have tabs, one for each of these stages

○ Identified

○ Prospect

○ Quoted

○ Won

● Each of the tabs contains a list view or the opportunities with the

respective status

Further Stages (Not Estimated)

Moving forward they would like the system to manage;

● Widgets on dashboard for rolling 30 day opportunities by type / user

● Subscription invoicing

● Support tickets for users / tasks (see below)

● Integration with accountancy platform

● Other software offerings that they have

Skills: .NET, ASP.NET, C# Programming, Microsoft SQL Server, MVC

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About the Employer:
( 1 review ) Norwich, United Kingdom

Project ID: #16470359

66 freelancers are bidding on average £1997 for this job

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