Customization of Caspio CRM & Project Management App
Budget: $15 – $25 USD
I'm seeking a talented developer to modify a Caspio CRM and Project Management app to align with my company's unique requirements. This task also involves integrating a pre-existing app I've created into the customized version.
Key Areas of Modification:
- User Interface: I need a complete overhaul of the app's interface to incorporate our color scheme and branding. This includes redesigning the layout and navigation to suit our needs, as well as creating custom forms and fields. Access to data needs to be tailored for each team member, with certain information restricted for some. I really like the look and feel of the List view from Asana.
- Functionality: I want to implement automated workflows to streamline our processes. The app should also be able to seamlessly integrate with our other tools. A crucial aspect of the app's functionality is its ability to record email interactions with clients. It should also log phone calls and their transcripts from Teams. If feasible, I would like to incorporate summaries and recordings sent from Fathom.
- Reporting and Analytics: The app's reporting and analytics capabilities need to be enhanced to provide us with insightful data that can inform our decision-making.
Ideal candidates for this project should have:
- Extensive experience with Caspio and CRM systems
- Strong skills in UI/UX design
- Proven track record in enhancing functionality of software applications
- Experience with integrating automated workflows
- Familiarity with recording software and tools like Fathom
- Excellent understanding of reporting and analytics tools.
Key Areas of Modification:
- User Interface: I need a complete overhaul of the app's interface to incorporate our color scheme and branding. This includes redesigning the layout and navigation to suit our needs, as well as creating custom forms and fields. Access to data needs to be tailored for each team member, with certain information restricted for some. I really like the look and feel of the List view from Asana.
- Functionality: I want to implement automated workflows to streamline our processes. The app should also be able to seamlessly integrate with our other tools. A crucial aspect of the app's functionality is its ability to record email interactions with clients. It should also log phone calls and their transcripts from Teams. If feasible, I would like to incorporate summaries and recordings sent from Fathom.
- Reporting and Analytics: The app's reporting and analytics capabilities need to be enhanced to provide us with insightful data that can inform our decision-making.
Ideal candidates for this project should have:
- Extensive experience with Caspio and CRM systems
- Strong skills in UI/UX design
- Proven track record in enhancing functionality of software applications
- Experience with integrating automated workflows
- Familiarity with recording software and tools like Fathom
- Excellent understanding of reporting and analytics tools.