We are looking for a simple Windows contact manager using VB.net with SQL Express. Much like Sage’s ACT but simpler([url removed, login to view]). It should be able to support multiple sales reps to maintain each of their customers’ information and will provide the following functions:
- Create, edit customers, and assign customer to different groups.
- A sales can see his/her contacts, group manager can see all contacts in that group.
- Write contact notes, edit MS Word documents, mail merge, send emails through Outlook, etc.
- Schedule activity, calendar, keep track of tasks, whom called, whom to call, what to do, etc.
- Add, check sales opportunity (fields: dollars potential, create & est. closing date, probability, sales stage, notes)
- Contact search and keyword search. Keyword search will search contact note, activity, opportunity fields, etc.
- List contacts with changes/activities happen within certain days, such as 7, 30 days, etc.
- Select fields to import/export customer to or from a CSV file.
The following features are a plus but not a must:
1. UI is similar to ACT.
2. Two-ways sync contacts with mobile devices such as Android or i-phone.
The software programs with source code will be written in VB.Net 2005/2008 using MS SQL Express. The source code should be commented and support multi user.
Due to the short time frame of the project (< 20 days), you much have previous experience in developing contact manager or CRM software, please attach your demo software for consideration.