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286786 Custom built CRM system

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Опублікований over 15 years ago

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We are after a custom built Client Relationship Management System for us to monitor all of our clients and prospective clients. So we need an online web based application that allows our sales team to manage new and existing clients through a central area. CRM System Basic Function overview Login using your email and password From here you can go to a range of control panel options that relate to all/any of our companies CRM Homepage is like a full control panel showing links to where ever you need to go. Homepage Add new client, add pipeline/potential client, current clients, clients in the pipeline (shows their logos), calendar with dates showing future calls and contact points needed etc. Add new client Name: Industry: Contact name: Users: Source: Sales person: Notes: Upload their Logo: Website: Address Possible leads Add pipeline/potential Client Name: Industry: Contact name: Users: Source: Sales person: Notes: Upload their Logo: Website: Contact date: When to touch base with them/follow up call: Where do they advertise at present: Current Clients Search via • Name • Date imputed • Area of the country they are based • Career group items they use When viewing a client you see: Name: Industry: Contact name: Users: Source: Sales person: Notes: Website: Contact date: Logo: Templates: A list of when you last spoke with them and what was said will be recorded: Whoever you spoke with will be a user and the info you write about them will be attributed to both them and the company. Invoicing details: Types of plan they are on: Account Manager: Add attachments: Print any and all pages functions Upload a logo of a client. Export information to excel spread sheets Other random info: The ability to upload their log to their account The ability to upload their log to their account How can I change the style of this text? When inserting a new client they need to be associated with a brand so either CVBank, Educationbank, pinnaclecvs, thetopshelf, colossus etc etc Each page is colour coded depending on what brand of ours they are associated with CVBank Gold Education bacnk – green The topd shelf – black Pinnaclecvs – yellow Colossus – red The logos of our bands will also be featured on the page too Each page is colour coded depending on what brand of ours they are associated with CVBank Gold Education bacnk - green The topd shelf - black Pinnaclecvs - yellow Colossus - red The logos of our bands will also be featured on the page too We need full calendar and planning functions We need full calendar and planning functions to put in little reminders for when to contact clients. It would be great if the system could send out reminders and could be integrated with MS Outlook (but I can understand if that is not possible)
ID проекту: 2033084

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Дистанційний проект
Активність 12 yrs ago

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Прапор NEW ZEALAND
wellington, New Zealand
5,0
4
На сайті з жовт. 2, 2010

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