Small start-up businesses (not even open yet) with tight budget but needed a solid web-based, OS CRM system customized that can grow with his business. Even though not in business yet and money is very tight this Client was willing to spend the money on top quality custom CRM now because he will hopefully have 1000's of users - did not want them to incur expensive monthly user fees once he is operational.
This is the heart of his business so software must also function on Desktop and ios/Android/all mobile applications. (critical)
Start with a clean system as long as deadlines are met.
Due to delays, we require an a highly experienced team with adequate staff available to step in NOW and take over this project and complete the work in 3-4 weeks. All work is set-up and work approved and system is tested live on our clients dedicated server. Then enter into an ongoing services and support project basis. We have cut several items from this immediate project in order for the critical deadline to be met. This client has already spent (wasted) too much money on this project so bids over $2,500.00 US can not be considered. It will take more than one provider to meet this first milestone in less than 1 week. Funds release immediately when QA testing of above work is completed & items shown are fully functioning.
We have set 4 very specific weekly milestones equal to one fourth of the bid with specific accomplishments per timelines and release of funds. Simple User Guides are required with every milestone completion. If you can cut time out of the phase we will release funds ahead of schedule.
Milestone 1. Personalized login and Dashboard to clients professional design theme and activate dashboard Quick Links; Create Roles and sortable user accounts; add custom fields verify/add lead fields automation in OPEN LEAD POOL that activates leads and moves them into MY ACTIVE LEADS folder; Set up user portal and make all elements on existing Dashboard responsive dynamic tiles; Set up calendar meetings/reminders, with 15-minute appointment increments to interface with leads, Email template builder (We will provide HTML templates) offers ability to send 1-click personalized emails, personal emails (both with [CUTE FIELDS]; Group Email capability; Open Lead Pool with custom fields to move to My Active Leads; click to dial; set up Twilio phones – users - extensions; all process, steps and activity is recorded is responsive and recorded in dynamic LEAD HISTORY with “click to view” detail icons so the email sent will actually open) with click to click to listen or view other content on lead history panel; 1 basic custom user and 1 basic custom mgmt. report; MY CONTACTS, Basically all items shown on the dashboard provided.
Milestone 2. Build-in integrated CRM Phone system. Ensure Lead/ Telephone interface for 1-click recorded, inbound/outbound calling with automated dialer; refine features; Basic Email Autoresponder/Drip email set up; CVS Lead upload system so managers can easily upload leads by assigned state/area.
Full record HISTORY and tracking log system with “click to view” details in all areas; (This means if user sent an email yesterday he can go to his HISTORY record and click that email icon there and the email sent will actually open) TODAY AT A GLANCE calendar shows appointments/calls/meetings, at-a-glance, etc. Third funds will be released when all milestone features, adjustments, refining and user feedback issues are addressed to clients satisfaction and passes final user testing.
Milestone funds released upon completion of each phase of the project as specified.
We now have only 2-3 weeks to complete. (This deadline is not flexible.) to complete the above processes are fully functional. Must have the team so these functions will be completed on or before Sept 11, 2016.
1. A staff with extensive SuiteCRM set up and customization experience,
2. Great CRM developers/and awesome designer,
3. The time to start immediately,
4. Familiarity with SuiteCRM so that this project can easily be completed within that time frame.
1. A simple DAILY status update report of work completed in Upwork.
2. Timelines must be met at all costs for client to meet a very critical launch date.