DO NOT BID IF YOU DO NOT HAVE PROFESSIONAL EXPERIENCED TEAM AVAILABLE TO START WORK IMMEDIATELY!
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)
Here is the crisis situation: Initial Developer has already set up and customized many features using SuiteCRM and a lot of work is completed.
Developer terribly misrepresented his staffing availability and missed the critical clients deadline. This creates an urgent need for 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. Then on an ongoing project basis. We have cut several items from this immediate project in order for the critical deadline to be met.
We have set 4 very specific weekly milestones equal to one fourth of the bid with specific accomplishments per timelines and release of funds. If you can cut time out of the phase we will release funds ahead of schedule.
Just clean up existing Dashboard making a much more impressive and professional user friendly impression; add bug reporting desk/chat; Make minor modifications to existing calendar; email (Includes redo the template for email builder (already set up); Lead/Telephone interface for 1-click inbound/outbound calling. (Vicidial is set up) will use Twilio phones; set up 20 users; add 2 basic custom reports; clean up and verify/add minimal leads automation, contacts, 5 levels of hierarchy (only one customized at this point); customized fields and minimal automation; are set-up and work approved and system is tested live on our server. (We have a dedicated server) (Someone on your team must be working on Milestone 2 during milestone 1 to meet Milestone 2 deadline. ) First funds released after testing above.
Basic interface with his already set up custom automated Email Marketing & Automated Merchant Account payment system. Complete a full IzzeBiz website conversion to HTML5 format. Complete the build & interface 3 custom modules similar to example site we provide (attached) includes: Website Replicator, and other features used by basic crm. (See attached) Ability for Managers to easily upload at least 20,000 leads at a time; Includes 3 modules of a comparable system: Plexum) 1. SmartCampaign/Email Autoresponder/Drip email System; 2. Automated Website Replicator; 3. Commissions/Financial reporting; and will also include all other basic features for CRM.
Add 20+ customized record fields. 10 fields performing simple automated functions; (In leads/contacts areas) Third Funds released when hierarchy, reporting and above work is completed & fully functioning.
Full record HISTORY and tracking log system with “click to view” details; (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) Fourth funds will be released when all milestone features, adjustments, refining and user feedback issues are addressed to clients satisfaction.
Final funds will be released when the above basic features are final QA tested, user tested, and fully functional. Must have the team so these functions will be completed within 4 weeks with no exceptions.
We now have only 4 weeks (This deadline is not flexible.) to complete the above set-up, customized and have fully functional so please do not bid if you do not have:
1. A staff with extensive CRM 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 finished within that time frame.
You can work on your worksite server & deploy to our server as ea. phase completed (You will deploy no less than weekly).
Milestones will not be released until each segment listed is fully completed and functioning properly on clients server.
1. A simple DAILY status update report in Upwork is required and full access to view work in progress on your worksite are required from day 1.
2. Milestone funds are released upon the completion of each phase of the project as specified below and work is deployed to our clients dedicated server and tested functional.
3. Timelines are deadlines and must be met at all costs for client to meet a very critical launch date. Do not accept this bid if you can not meet the criteria and deadline herein.