Small start-up business (not even open yet) with tight budget but needs 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 is willing to spend the money on a 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 a highly experienced team with adequate staff available to step in NOW and take over this project and complete the work in 3 weeks. (All work set-up, tested, and work approved and fully functional on our clients dedicated server.)
Then client intends to enter into an ongoing services agreement for 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 3 very specific weekly milestones equal to one third 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. Personalize login/Dashboard to clients professional design/activate dashboard Quick Links; Create Roles/sortable user accounts; customize fields verify/add lead automation in OPEN LEAD POOL/activates leads moves them to MY ACTIVE LEADS folder; Set up user portal so existing Dashboard is responsive dynamic tiles; Set up calendar meetings/reminders, w/15-minute appt. increments/interface with leads; Email template builder (We provide responsive templates) w/ability to send 1-click personalized emails, personal emails (both with [CUTE FIELDS]/Group Email capability; Open Lead Pool w/custom fields to move to My Active Leads; click to dial; set up phones – users - extensions; all process and activity recorded, responsive stores in dynamic LEAD HISTORY with “click to view” detail icons so all will open) w/click to listen or view other content on lead history panel; 1 basic custom user and 1 basic custom mgmt. report; MY CONTACTS, (all items shown on dashboard functional).
Milestone 2. Build-in integrated CRM custom Phone system. Ensure Lead/phone 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 “click to view” show full 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 open) TODAY AT A GLANCE calendar shows appointments/calls/meetings, at-a-glance, etc. Third funds released when all milestone features, adjustments, user feedback issues are addressed to clients satisfaction and passes final user QA 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.