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Build Database CRM

£20-250 GBP

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โพสต์ เกือบ 5 ปีที่ผ่านมา

£20-250 GBP

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Overview We are a Financial Solutions Company and have numerous customer records that we have acquired over the years from a variety of sources, somewhere in the region of 40M. These records are used for a variety of different campaigns for SMS, Email and Voice campaigns, across different product ranges. Requirements We require a simple database structure to keep a timely record of all this, allow for further imports and also simple look-up and reporting. All the data to be imported will be in the same format, with a template to be agreed with you for column headers etc., The first column will be the date that data was received, the file date; the second will be a file label specific to the source and date. Thereafter all columns will be specific to the client such as Name, ID Number, Contact information etc...... Import Data After every imported a file, a report/export needs to be produced, based on the clients ID Number showing duplicates imported. This will show the file date of ALL the previous dupes as well as the source and file label. Any record will never be overwritten, just simply updated with the information for that client based on the most recent file date. It is possible that clients will have multiple contact numbers, particularly cellphone. The primary cellphone number will be again based on the last file date, and each time a new cellphone is added for the client, the previous one, becomes the secondary number and so on, keeping up to a maximum of ten contact cellular numbers for the client. Campaigns Each client will have a table showing all the Campaigns available and when they were contacted by SMS for each. When an SMS is sent we need to be able to update the table with a bulk update. Typical campaigns would be, but not limited to Debt, Cellular, Loan, Life Cover, Funeral etc....., with the ability to add campaigns as required. Export Data for SMS We need a select tool based on a number of records required. Say we select 200,000 records to be sent an SMS for a LOAN campaign, the database needs to return the ‘next’ 200,000 available based on previous campaigns, this ensures we are not hitting the same client over and over. For example, if we write a rule where a client is contacted every three months, then this is campaign specific, so they’ll be contacted for say debt every three months, but could end up getting four different sms in one month across different campaigns. The export tool can also have other criteria such as age min/max. When we refer to records, this is based on cellphone number rather than client. Also want a simple export tool that will export JUST cellphone number only in ascending order in batches of say 100k. Blacklist This is campaign specific. When replies are received, to opt-out etc, we need to match the cellular number and campaign, then add to that campaigns blacklist or opt-out. When exports are run to send SMS any number contained in the blacklist for that specific Campaign must be EXCLUDED from the export. CRM This is additional information based on the client ID Number. Where the client purchases a product, we need to add this to their portfolio, ideally selecting the product from a drop-down list, stored in a table. This makes it easier to add products in the future etc. as required. We need to capture the Company who made the sale together with the Agent and their Manager. In addition, payment information will be received in excel/csv format which we need to link to the client and have a payment history. Need to be able to pull reports for commission based on successful sales, that being where payment has been received. All first payments need to be reported as a matter of course across all products as these are the main drivers for commission. Basic reports generic reports need to be built.
รหัสโปรเจกต์: 19258625

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โปรเจกต์ระยะไกล
ใช้งานอยู่ 5 ปีที่ผ่านมา

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22 freelancers are bidding on average £303 GBP for this job
รูปอวาตาร์ของผู้ใช้
Hello, and thanks for the opportunity to bid on your project. Please check my portfolio and reviews from other customers https://www.freelancer.com/u/TenStar718.html I am an expert in many different area’s of web and mobile applications based on the following languages: Web(PHP, MySql, HTML5, Java, ReactJS, NodeJS) and Mobile (Native and Hybrid). I am also an expert in many different frameworks such as CodeIgniter, Laravel, Spring and jQuery. I have over 5 years industry experience in development and graduated with a Masters Degree in IT from the Hong Kong University. My PHP L1 exam score in Freelancer places me in the top 3% of developers. Please have confidence in my skill and quality of work. I assure, I will do my best to work with you on your project to present the best possible outcome for you and your customers. I will also do my best to correct any area of work where quality comes into question, I want to have pride in my service to your company and the final product provided. While I am happy to make adjustments and alterations as your project progresses please understand that I am a dedicated freelancer and any work that is substantially different from the project description may need the awarded fee to be re-negotiated. Feel free to contact me if you have any questions, and please review my 5 star profile. I look forward to working together in partnership on your project and into the future. Regards
£222 GBP ใน 3 วัน
5.0 (254 รีวิว)
8.8
8.8
รูปอวาตาร์ของผู้ใช้
Hello, Greetings for the Day! As you require a simple database structure to keep a timely record of all variety of different campaigns for SMS, Email and Voice campaigns, across different product ranges that allow for further imports and also simple look-up and reporting. Want to discuss your given detailed requirement & make myself & my understanding more clear. If you will be comfortable, We as a team of PHP Experts, confident to cater any of the changes and Up-gradations and any other services like- - Custom Modules Development - Up-gradation Services - API & Plugins Customization - Support & Maintenance I have worked across the CRM, ERP, Databases, Plz share me the best time to have a conversations in brief. Waiting for your prompt reply. Kind Regards, JJ Virasat Solutions
£594 GBP ใน 9 วัน
4.8 (105 รีวิว)
8.1
8.1
รูปอวาตาร์ของผู้ใช้
"""I am an Excel Expert with Professional experience working with Excel both with Formulas and Macro. Working with complicated formula and Developing Macro programs are part and parcel of my daily work. Completed more than 190+ jobs on Freelancer majority of which was 5 star work. I understand the value of deadline and do not compromise on quality. I believe I can do a great work for you and ensure your complete Satisfaction. I am a Business (MBA) Graduate with major in Finance and MARKETING along with 5 years of experience in different analytical roles. Currently I am working for a MNC as an B2B Analyst Manager.I believe I can do a fantastic work for you if you provide me the opportunity. """
£150 GBP ใน 3 วัน
4.9 (251 รีวิว)
7.0
7.0
รูปอวาตาร์ของผู้ใช้
Good Morning my name is Donna. I have read your project description and feel with detailed instruction I can build a database to your vision. I have been an database developer for 19 years.  I design, develop, test, implement and maintain new and existing databases. I create management methods and systems to access data stored in databases. I have assisted or built from scratch over 360 databases.  I have expert knowledge in vba code,  sql, access,  excel, mysql, and many other functions or skills. I have screenshot samples on my profile and active samples at request.  I have built several inventory databases in my career as will as production,  contacts,  configuration,  POS, HR records,  and many other custom database.  If you feel my qualifications are what your looking for, please message me so we may discuss the project in greater detail. Thanks for your time and have a blessed day. Donna
£250 GBP ใน 10 วัน
4.8 (44 รีวิว)
6.6
6.6
รูปอวาตาร์ของผู้ใช้
Hi, I'm a senior databases developer. I have developed multiple CRMs, Inventories and Information Systems from scratch using Ms Access, SQL and VBA. I have read your project description and I'd like to help you develop this app. However, I'd like more details about the project. Check my profile for previous clients' reviews and projects. PS: please note that you added Excel in your project skills, this will flood your project with unreliable bidders who come from Excel Data Entry background. Looking forwards to hearing from you. Best, Alaeddin
£150 GBP ใน 3 วัน
4.9 (72 รีวิว)
5.9
5.9
รูปอวาตาร์ของผู้ใช้
I'm powerful database manager and data mining expert.. Well designed SQL will make your project useful and powerful. I can make nice SQL for your project. I'm software engineer,fullstack web developer, java, C&C++ perfecter. Please shake with me for your project.
£150 GBP ใน 3 วัน
5.0 (59 รีวิว)
5.9
5.9
รูปอวาตาร์ของผู้ใช้
Hi, there I hope all's well with you. I see you'r looking for a developer proficient in Ms Access/VB. I can build very friendly ms Access app for your Financial Solutions Company . I'll detail . I'm Ms Access/VB/SQL/Excel programmer since 1997. Really all my projects here I've developed for Ms Access/VB/SQL/Excel projects. Thank you for your consideration. Zura
£750 GBP ใน 10 วัน
4.7 (55 รีวิว)
6.2
6.2
รูปอวาตาร์ของผู้ใช้
I'm an expert database developer and can develop this CRM software for you to your specifications. I can deliver in 2 - 3 weeks. Good qualtiy work done. Thanks for considering my bid. -Steve
£250 GBP ใน 15 วัน
4.9 (56 รีวิว)
6.0
6.0
รูปอวาตาร์ของผู้ใช้
Hello, With all due respect, I think you've mistaken the budget range for which you require such an extensive list of functionalities. Anyway, I make you an offer for a much better price than the real value the functional scope of your project is worth. If you're serious about carrying this project to an end, please open chat with me so that we start discussing details. Then I will suggest a series of milestones for the various modules enumerated. Thank you, Grunty.
£600 GBP ใน 20 วัน
5.0 (31 รีวิว)
5.4
5.4
รูปอวาตาร์ของผู้ใช้
Dear Sir, Madam, I am proficient in MS ACCESS and have long experience developing applications with. Looking forward to work with you. Thanks and regards.
£166 GBP ใน 15 วัน
5.0 (7 รีวิว)
3.0
3.0
รูปอวาตาร์ของผู้ใช้
Hi Developed many similar CRM applications. Just check some of the similar sample screen shots from our freelancer portfolio. Will design your software in a very user friendly manner so that even a lehman can start operating from the very first day. It will be very fast in operations in terms of search. Will design it using latest technologies like Visual Studio Dot Net and MS Sql Server as database. Database SqlServer will be highly security concern. In future database can be converted to online based. If you are interested then we can show you a demo. Will give you a Report Manager screen from where you can select the parameters and open the reports. Just check reports work from our freelancer portfolio. Already have common applications so big time waste on development. Budget and time frame will be finalised based on the full requirements. Regards Kaushik
£833 GBP ใน 10 วัน
4.6 (1 รีวิว)
3.3
3.3
รูปอวาตาร์ของผู้ใช้
Good day, I hope this meets you well! I have a 5 years experience in resolving customer's complaint, addressing their enquiries and treating their request. Also, I have a typing speed at 50 words per minute. As a customer service professional, I understand that customers retention and acquisition can be achieved not by offering customer service but by offering great experience. I can effectively use the CRM application and well adapted to a multitasking work situation With several training and certifications I have in Customer service, I believe I am well suited and equipped to handle your customer service needs. I look forward to hearing from you
£161 GBP ใน 3 วัน
0.0 (0 รีวิว)
0.0
0.0
รูปอวาตาร์ของผู้ใช้
I Prepares source data for computer entry by compiling and sorting information; establishing entry priorities. Processes customer and account source documents by reviewing data for deficiencies; resolving discrepancies by using standard procedures. Enters customer and account data by inputting alphabetic and numeric information on keyboard or optical scanner according to screen format. Maintains data entry requirements by following data program techniques and procedures. Verifies entered customer and account data by reviewing, correcting, deleting, or reentering data; combining data from both systems when account information is incomplete; purging files to eliminate duplication of data. Tests customer and account system changes and upgrades by inputting new data; reviewing output. Secures information by completing data base backups. Maintains operations by following policies and procedures; reporting needed changes. Maintains customer confidence and protects operations by keeping information confidential. Contributes to team effort by accomplishing related results as needed.
£111 GBP ใน 1 วัน
0.0 (0 รีวิว)
0.0
0.0
รูปอวาตาร์ของผู้ใช้
I am experienced php developer and web designer with the depth knowledge related to MySQL,Laravel,WordPress,MSSQL,JSON,JAVASCRIPT,AJAX,XML,jQuery,CSS,HTML5,Material Designing with the integration of web technologies. I have worked as Php & Web developer in industry and now i am full time freelancer and having the experience of huge and live projects. I can design the web pages with the backend of php and I have also experience of query optimization and performance management through php support. I am finding one startup like you so i can provide my skills to IT market and I can give you 100% surity for quality work in minimum time sir. I have also launched eCommerce Product for pharmacy industry and launched android app on play store as well , I have great control in android with backend of php webservices and api generation with JSON integration. I can work at anytime with the great satisfactions,quality output and result in your hand with the fulfilling your requirements for sure. Waiting for your positive response , so we can start the work soon ...
£100 GBP ใน 3 วัน
0.0 (0 รีวิว)
0.0
0.0
รูปอวาตาร์ของผู้ใช้
Hi, I am precise and accurate with the given work. I am also deadline driven and work hard to complete assignments in a timely manner. My dedication attention and organization contribute to my professionalism. I consistently turn in above average projects and am praised for my work. I would be glad if this project is given to me and Surely it will be result oriented. Thanks in advance, Salman Qureshi brainOmind Technologies
£122 GBP ใน 5 วัน
0.0 (0 รีวิว)
0.0
0.0
รูปอวาตาร์ของผู้ใช้
I have pre-build similar solution. if you are intersted i can demo you. it comes with subscription module as build on cloud platform called salsforce.com. let chats for further details.
£150 GBP ใน 3 วัน
0.0 (0 รีวิว)
0.0
0.0
รูปอวาตาร์ของผู้ใช้
Hi, I’m oracle certified SQL expert and worked on enterprise CRM application( telecom domain). I’m sure I can work and deliver the requirement. I would like to discuss it in more details so that I can give you exact estimate of delivery. Thank you!!
£233 GBP ใน 14 วัน
0.0 (0 รีวิว)
0.0
0.0

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Johannesburg, South Africa
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เป็นสมาชิกตั้งแต่ เม.ย. 16, 2019

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