Online Customer Management System

3. Admin Abilities

a. Section 1 – List of all clients in database

i. Ability to separate/filter clients based on four factors

1. Services bought

2. Assigned Employee

3. Affiliate/ Sales rep assigned to Client

4. Customer Name

ii. Clients database should be separated Customers from Potential Clients. (So if a client calls in with questions, the employee can start filling out as many fields as possible and make notes about what the client wanted.)

1. Additionally ability to create a task to follow up with client

a. ALL tasks must be able to be transferred from one employee to another. (Example: If I take a phone call and someone calls with questions, does not buy the product, but wants a follow up call in 2 weeks. I can assign that call to another employee to make)

b. Section 2: Open Orders

i. The employee first creates the Client in the first Section 1.. Then the employee is able to assign an open order to the client.

1. Open orders have custom fields that based on the Category. For example – Corporation Open Orders – Will have its own fields than LLC Open Order.

ii. Separate Orders into two workflow categories.

1. Business Formation Services

2. Design, Advertising, Creative Services

iii. Once the Open order is created, it has Stages of Completion, Notes, To due Tasks.

iv. Each open order is listed in the client section

1. Client can see Stage of Order, Notes

2. From the client section, Client is able to place new orders

v. So Client that has a profile in Section one can have multiple profiles in Section 2:

Skills: PHP, Software Architecture

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About the Employer:
( 11 reviews ) Sherman Oaks, United States

Project ID: #2583036

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Hi, Expert Developer Here. I have experience in Web application design. Can develop an efficient [url removed, login to view] details in PM.

$350 USD in 10 days
(45 Reviews)

15 freelancers are bidding on average $383 for this job


I like the app, can develop in 4 days exactly you need. Thanks

$350 USD in 4 days
(285 Reviews)

expert php+mysql developer here. let's start.

$350 USD in 10 days
(108 Reviews)

Hi please check pmb.

$300 USD in 12 days
(234 Reviews)

Understood the requirement and ready to start..

$350 USD in 20 days
(38 Reviews)

hi sir, please find the attached application with link and document which our propriety....Thanks!!

$250 USD in 10 days
(81 Reviews)

Dear Sir, Expertise in Open Source/CRM/ERP/POS/Custom Solutions/Web designing. We do customization as per your requirements. We are ready to take up the job. Please check our reviews for you to confide in us. More o More

$240 USD in 15 days
(22 Reviews)

Hello, I have over 7 years of development experience. I am PHP/HTML/CSS/JAVASCRIPT expert. I would like to discuss your requirements in further details. Please check your PM. Cheers, Hemant

$500 USD in 15 days
(18 Reviews)

Please check PMB.

$350 USD in 15 days
(23 Reviews)

Please see PMB.

$500 USD in 20 days
(10 Reviews)

Hi, We have designed and built websites for various types of businesses very effectively. We work with all of our clients individually to easily coordinate and to keep track of the requirements and scope. We fulfill yo More

$1100 USD in 33 days
(5 Reviews)

Hi, Thank you for your detailed description. I have already built similar management systems, i can also do your Customer Management System. Thanks

$200 USD in 7 days
(24 Reviews)

Hi, i can develop your project fast. Please chek PMB.

$250 USD in 3 days
(4 Reviews)

dear sir, i have 25 years experience in building state of the art web and desktop solutions. Please check PM

$350 USD in 8 days
(1 Review)

I am ready to help you with your site . Thank you!

$300 USD in 7 days
(1 Review)

Hello. We are interest in your project. We want your replay. Thanks.

$150 USD in 7 days
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