We need a general purpose Database that will allow for more efficient storage of customer/business related information. This includes but is not limited to, payment types, customer names, Employee names, Job types, Job titles ect…
This database will need to be created to the below listed specifications. A hand Coded CRM is not necessary but the database needs to be read by a CRM that we can utilize. We have a wordpress site and need it connected in a seamless manner.
Database Language Requirement
MySQL (Non negotiable)
Type of Database
Relational Table Database
(Database to be created with multiple table layers to be joined together by links)
Functionality of Database
• Searchable fields (example date, job, name, type of clients, ect…)
• Store all relevant customer and business information
• There needs to be, multiple tables created and linked together based on category. This is a must, DO NOT create a single table for information storage. (Non Negotiable)
• Link MySQL database to word-press site or Import all site information from Word Press Database and replace it with this one. (Preferably) (Will allow website to directly input information into the Database).
• Database needs to be accessible through Word Press websites to allow clientele to input appointments directly from the company website.
Functionality of Database CRM (Custom CRM not needed, utilize pre-developed CRM)
• User friendly interface required
• CRM will allow for direct access to DB
• Create and monitor alerts and tasks related to business
• Create and utilize Mail newsletters to be sent to clients (already in Database) (automated)
• Will date and time stamp all tasks that are input into the system
• Calendar system to monitor appointments
• Create and automatically generate customer and job numbers for organization and efficiency
Please only apply if you are confident in your abilities to complete this work easily and with excellent quality. Please Do not apply if you do not have experience in your profile with this type of work.