Custom designed CRM program

Our not-for-profit organization requires a simple CRM.

PHASE 1) Review existing off the shelf products against our requirements and make a recommendation

PHASE 2) Modify recommended CRM to suit needs of an education and training oriented not-for-profit.

Tasks we would like to the system to handle:

1) Basic CRM fields

a. Contact (contact name, address, title, etc.)

b. Organization

2) Activity Tracking (interaction type, date, etc.)

3) Product or Program (description, dates available, cost, location)

4) Opportunity (Value, lead, linked to product, pipeline stage)

5) Case Management (Students)

a. Instructor notes

b. Participant scores and evaluation

c. Track Participation and attendance in training program (Product)

d. Track job placement attempts and interview notes

6) Dashboard (Reports in Table but with some visual)

a. Visual Pipeline (showing days Opportunity is at a stage)

b. Pipeline by User

c. Pipeline by Product

d. Reports exportable to Excel.

Other Requirements

Not recommend or develop a system that includes on-going monthly user charges.

Can however, recommend a system that has a one-time cost.

Can be cloud based or hosted on our own server.

System must be mobile friendly, or have an app, to allow “remote” data entry on iOS and Android devices.

Document Integration with OneDrive, Dropbox

Calendar Integration with iCal, Exchange

Task integration with Trello

Mail integration with Apple Mail. ** (Desired but not critical)

If recommending modification of an existing system should utilize Open Source platform such as Sugar, SuiteCRM, vTiger or Bitrix24, CiviCRM that we can fork/customize.

Skills: CRM, Excel, MySQL, PHP, Software Architecture

See more: web development registration form, unpublish wordpress site during development, registration form on a wordpress site, add registration form wordpress page, xml feed wordpress site page, need crm program designed manage sales contacts, add registration form wordpress site, wordpress custom registration form page, registration form click submit button store data password field genarated automatically php mysql, make validation jsp page give registration form pageusing mysql database, custom designed accounting system kenya, aspnet web page code registration form, page executed registration form submission virtuemart, custom report crm, site designed joomla program, program gps windows mobile, crm sugar con windows mobile, custom designed email blast template, free custom designed band layouts, adding custom report crm

About the Employer:
( 5 reviews ) Richmond, Canada

Project ID: #15594145

39 freelancers are bidding on average $3154 for this job


Hi, Hope you are doing great We have understood the business aim of your project from the list of modules you have mentioned, but we need to know each of the module description for actual development let's say: h More

$2835 CAD in 50 days
(487 Reviews)

Ok i am good at core development and can make system from scratch...i had created many CRM and ERP from scratch and good to provide demo as well in further chat...

$2319 CAD in 30 days
(162 Reviews)

Hi there, Thanks for sharing this opportunity. I have checked the details and want to share that we can assist you in recommending the best suitable CRM as per your need and in the next phase it's customization and More

$7000 CAD in 40 days
(118 Reviews)

Hello, Hope you doing well..!! I checked your all requirement that you need to developer & designer that provide you the complete solution with unique design and quality development and time. Also we will provide y More

$3000 CAD in 40 days
(101 Reviews)

Hi, hope you are doing good. We have gone through your description and we understand your requirements. We have a skilled team in CRM. We have done same kind of works for our past clients and are eager to take this cha More

$2500 CAD in 30 days
(123 Reviews)

Hi, I have read the listed features . I would like to discuss with with the details . Please let me know. OUR RECENTLY DEVELOPED SITE LINKS: [login to view URL] [login to view URL] h More

$1666 CAD in 30 days
(385 Reviews)

Hello We went through project custom designed CRM very well .We had experience with CRM development [login to view URL] will do CRM customization as per requirement We have 12 years of exper More

$3333 CAD in 40 days
(145 Reviews)

Dear Employer Greetings from Team Augurs Coming to your project scope we will develop CRM for your non -profit organisation with contacts,Organization Activity Tracking (interaction type, date, etc.) Ping me via cha More

$2666 CAD in 40 days
(105 Reviews)

This link is an Exam System [login to view URL] You can see link as a sample of what I did We did 333 projects with a rate of 5/5 _____ You can check [login to view URL] Remember You can always trus More

$2500 CAD in 30 days
(125 Reviews)

We have gone through your requirements and almost your requirements can fulfill from our CRM. Please check demo here - URL - [login to view URL] User name - admin Pass - mindz@crm We'd like to know the followi More

$1578 CAD in 10 days
(108 Reviews)

Hi, Your requirement to design a CRM software, we understand and have experience in developing such solution. We are a team of 110+ developers, having experience more than 10+ years. More than 300 web and mobile More

$3000 CAD in 30 days
(23 Reviews)

Hello Sir,  I am an interactive web designer currently located in the heart of Sri Lanka -- with a burning passion for designing -- and building simple, accessible, and beautiful graphical interfaces for all kind of More

$3333 CAD in 45 days
(83 Reviews)

Hello We have checked the requirement and specifications. We have also checked the list of features you need. We will recommend developing you own CRM which will be exactly as per your legacy which you currently do, More

$2500 CAD in 30 days
(73 Reviews)

Hello, As I've gone through the entire Project Description. We've relevant experience in Custom CRM Development from Scratch. Some of the Custom CRM Developed: 1) [login to view URL] More

$2333 CAD in 35 days
(105 Reviews)

Dear Client,Hope you doing well. I have gone through your requirement and as per my previous work experience i am ready to start work immediately on your project. yes i am very much expertise with HTML, CMS, More

$3421 CAD in 30 days
(30 Reviews)

Hello, I m Tahsinul Alam, completed MSC in Soft Engineering now working as one of the project manager in WEB development team of Workspace Infotech Ltd, software/Outsourcing firm located in Dhaka, Bangladesh. We ha More

$2500 CAD in 30 days
(56 Reviews)

I have 6+ years experience and I have done more then 50+ projects in my [login to view URL] note I am full feldged developers and work for 17 hours in a day.I am ready to start the project kindly open the private message box More

$2085 CAD in 30 days
(72 Reviews)

Hi, Expert here,ready to start immediately. I will always be available to discuss project specs.I have reviewed all your requirements and can deliver what you are looking for, 100% guaranteed. We have a team of 5 More

$3000 CAD in 30 days
(31 Reviews)

Hi Employer, I have read your description and benn interested in the project. Please give me more detail of the project. I'm ready to discuss and start on the project now. ================================== Please More

$3157 CAD in 45 days
(117 Reviews)

Dear BCAFM, We are glad to inform you that we have developed similar thing before I have go through your project "Custom designed CRM program" Relevant Skills and Experience I have 10+ years of experience in CRM, E More

$2100 CAD in 36 days
(41 Reviews)