Database/CRM with connectivity to Sage 50
Budget: £250 – £750 GBP
I need a centralised database that synchronises seamlessly with Sage 50 and feeds a customer-facing portal available both in the browser and via iOS/Android apps. The core tables I must be able to create, edit and report on are:
• Staff
• Customers (AI) (Status Updates & Full Order/Quote history)
• Quotes
• Jobs
• Materials
• Payments
• Deliveries (Goods out/in)
• Service Centre Request
• Reports
From the customer side, the portal must let users track their orders in real time and open support requests that flow directly into the system. Role-based access is essential—Admin for full control, Staff for operational tasks, and Customers for their own data only.
Key expectations
• Bi-directional data exchange with Sage 50 so invoices, payments and stock levels stay consistent.
• Clean, responsive web UI plus native or hybrid mobile app that mirrors all customer functions.
• Secure authentication, granular permissions and an audit trail.
• Clear documentation of the database schema and API endpoints so future integrations are straightforward.
I’m open on the underlying tech stack as long as it is reliable, well-supported and scalable. Please outline how you plan to handle the Sage 50 link, your proposed architecture and a rough milestone breakdown tied to working prototypes, testing, and final deployment.
• Staff
• Customers (AI) (Status Updates & Full Order/Quote history)
• Quotes
• Jobs
• Materials
• Payments
• Deliveries (Goods out/in)
• Service Centre Request
• Reports
From the customer side, the portal must let users track their orders in real time and open support requests that flow directly into the system. Role-based access is essential—Admin for full control, Staff for operational tasks, and Customers for their own data only.
Key expectations
• Bi-directional data exchange with Sage 50 so invoices, payments and stock levels stay consistent.
• Clean, responsive web UI plus native or hybrid mobile app that mirrors all customer functions.
• Secure authentication, granular permissions and an audit trail.
• Clear documentation of the database schema and API endpoints so future integrations are straightforward.
I’m open on the underlying tech stack as long as it is reliable, well-supported and scalable. Please outline how you plan to handle the Sage 50 link, your proposed architecture and a rough milestone breakdown tied to working prototypes, testing, and final deployment.