UPDATED FOR CURRENT BIDDERS - IF AWARDED MUST START WORK IMMEDIATELY!
WE HAVE REMOVED SEVERAL ITEMS FROM THIS PHASE TO EXPEDITE MEETING THIS CRITICAL DEADLINE:
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)
Developer has already set up some features using SuiteCRM 7.6.4 some of that work is completed You can use this and continue or 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. 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.
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.
Set up user portal and make all elements on existing Dashboard responsive making a much more impressive and professional; Set up calendar to interface with leads, appointments, at-a-glance, etc. Email builder (Includes upload a new template for email builder (we will provide HTML template); Group Email capability; Lead/Telephone interface for 1-click recorded, inbound/outbound calling , etc. Quick Links; Active Lead (other provider will set up and install Asterisks phone and you will interface for our use only); Meetings/reminders, set up Twilio phones - users; add 2 basic custom reports; clean up and verify/add minimal lead fields automation, contacts, Basically all items shown on the dashboard on the attached. Only one set of roles (5 level-hierarchy) to be customized at this point); set-up and work approved and system is tested live on our server. (We have a dedicated server)
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.
Add 20+ customized Lead field records. 10 fields performing simple basic automated functions such as if candidate spoke to lead, transferring into candidates active lead folder; (In leads/contacts areas) Refine reports; and links only for thing phase to his API Automated Merchant Account payment system; Refine reports and CVS Lead upload system. Basic Email Autoresponder/and/Drip emails; and other basic features for CRM. hierarchy, reporting Funds released immediately when QA testing of above work is completed & items shown are fully functioning.
Funds released Automated Website Replicator system with basic features of Plexum or similar (may require IzzeBiz website conversion to HTML5 format); Add 2 Refine reports and Third Funds released when
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.
We now have only 4 weeks (This deadline is not flexible.) to complete the above set-up, customized and fully functional. Must have the team so these functions will be completed on or before August 2, 2016 with no exceptions.
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.
You can work on your worksite server & deploy to our server as ea. phase completed (You will deploy no less than weekly).
1. A simple DAILY status update report in Upwork is required and access to view work in progress on your worksite are required from day 1.
2. Milestone funds released upon completion of each phase of the project as specified and work is deployed to our clients dedicated server and QA Tests functional.
3. Timelines are deadlines and must be met at all costs for client to meet a very critical launch date.