A custom sales CRM, based on an existing draft - Excel / Power Platform / Full Stack Developer
Budget: $30 – $90 AUD
Our job is to design a custom sales CRM. It will be similar to existing systems, eg SalesForce and JobAdder, but will remove unnecessary fluff and add a few features essential to the success of our business.
We have a framework based on a PowerApps Canvas app that should help to clearly understand the brief.
It should incorporate:
• A contact / candidate manager, featuring custom metrics and a notes system.
• A client manager, able to track current vacant positions. It will include a tracker to keep our staff organised throughout the unique lifecycle our company’s service provides. The positions vacant should be able to link with contacts.
• An employee activity reporting system. The purpose of this is both to be able to keep track of recent candidates and jobs, as well as to gather data on service and employee success.
• It will include a dashboard, both company wide and employee specific to manage data. Organisable by time-period as well as in other ways TBD.
• Lots of data entry will be required, so far we have various forms used to input, but we are open to suggestions based on your expertise.
Design features:
• Very user friendly and simple to allow less tech savvy employees to enjoy the experience of the product in the same way as those who are very technologically literate.
• Wherever possible, data entry should be required and predefined, to eliminate user error and ensure accurate statistical analysis.
• User specific views, with a global administrator option available.
• Access to basic back end processes, eg adding new users and allocating them roles, adding basic features, eg new positions.
• Where possible, lower ongoing costs are ideal. EG servicing/subscriptions.
We are approaching this project with respect to the experience you will bring to the table; we are open to your creative input and suggestions.
After successful, you will have the opportunity to be our point of contact to add new features/updates etc., providing you return business.
We have a framework based on a PowerApps Canvas app that should help to clearly understand the brief.
It should incorporate:
• A contact / candidate manager, featuring custom metrics and a notes system.
• A client manager, able to track current vacant positions. It will include a tracker to keep our staff organised throughout the unique lifecycle our company’s service provides. The positions vacant should be able to link with contacts.
• An employee activity reporting system. The purpose of this is both to be able to keep track of recent candidates and jobs, as well as to gather data on service and employee success.
• It will include a dashboard, both company wide and employee specific to manage data. Organisable by time-period as well as in other ways TBD.
• Lots of data entry will be required, so far we have various forms used to input, but we are open to suggestions based on your expertise.
Design features:
• Very user friendly and simple to allow less tech savvy employees to enjoy the experience of the product in the same way as those who are very technologically literate.
• Wherever possible, data entry should be required and predefined, to eliminate user error and ensure accurate statistical analysis.
• User specific views, with a global administrator option available.
• Access to basic back end processes, eg adding new users and allocating them roles, adding basic features, eg new positions.
• Where possible, lower ongoing costs are ideal. EG servicing/subscriptions.
We are approaching this project with respect to the experience you will bring to the table; we are open to your creative input and suggestions.
After successful, you will have the opportunity to be our point of contact to add new features/updates etc., providing you return business.