Custom CRM and Operations Management platform
Budget: $5,000 – $10,000 CAD
We are gathering proposals from Software Developers to deliver a custom CRM and Operations Management platform to enhance business functionality, team communications, and information management.
General Requirements
The completed system must have the following attributes:
1. Customer information and sensitive data must be stored in Canada.
2. Cloud based with remote access
3. Audit Trail
4. ‘Permissions’ system to restrict access to particular information based on user
5. Robust user login and security
6. Standard data and system security measures in place.
7. Bulk upload to system of information and orders
CRM • Standard CRM date for clients, accounts, suppliers, service providers and staff
• Links to programs, accounts, client type
• Communication Log and records
• Automated communications and notifications
• File Storage and Management – photos, applications, forms
• Customer Service tracking and escalation management
• Integration with email or system messaging
Project / Task Management • Project management through stages and statuses, product counts, project data
• Assignment of employee to client / task
• Tracking of individual tasks and sub-tasks by status
• Task based communications log, real time
• Automated communications and notifications and assignments
Inventory Management • Count and track inventory at several locations
• Counts by status / allocations
• Approximately 50 SKUs
Scheduling Activities • Scheduling feature
• Calendar of activities – scheduling deliveries and installations
• Automated communications and notifications
• Route planning
Form Generation • Ability to generate custom form templates
• Autofill forms such as delivery confirmations, consent forms, invoices, POs etc.
Reporting • Customizable reporting of all information
• Exports
• Portal for Account Holders – (Delivery Agents / Utilities)
In-Field Activity Management • In-field connectivity via mobile device
• Collection of data / forms / signatures tracking of appointments
General Requirements
The completed system must have the following attributes:
1. Customer information and sensitive data must be stored in Canada.
2. Cloud based with remote access
3. Audit Trail
4. ‘Permissions’ system to restrict access to particular information based on user
5. Robust user login and security
6. Standard data and system security measures in place.
7. Bulk upload to system of information and orders
CRM • Standard CRM date for clients, accounts, suppliers, service providers and staff
• Links to programs, accounts, client type
• Communication Log and records
• Automated communications and notifications
• File Storage and Management – photos, applications, forms
• Customer Service tracking and escalation management
• Integration with email or system messaging
Project / Task Management • Project management through stages and statuses, product counts, project data
• Assignment of employee to client / task
• Tracking of individual tasks and sub-tasks by status
• Task based communications log, real time
• Automated communications and notifications and assignments
Inventory Management • Count and track inventory at several locations
• Counts by status / allocations
• Approximately 50 SKUs
Scheduling Activities • Scheduling feature
• Calendar of activities – scheduling deliveries and installations
• Automated communications and notifications
• Route planning
Form Generation • Ability to generate custom form templates
• Autofill forms such as delivery confirmations, consent forms, invoices, POs etc.
Reporting • Customizable reporting of all information
• Exports
• Portal for Account Holders – (Delivery Agents / Utilities)
In-Field Activity Management • In-field connectivity via mobile device
• Collection of data / forms / signatures tracking of appointments