Customer Database Management System
Budget: $1,500 – $3,000 USD
I'm seeking a professional to develop a Customer Management System primarily focused on maintaining a comprehensive customer database.
Key Features:
- The system should be able to store essential information including contact details, interaction logs and a conflict checker for each customer.
- The system must support the import of customer data from a file. Manual data entry isn't feasible for me. Don’t have time for a massive learning curve; need the system to be intuitive and easy to use.
2.
All assignments are sent via email with attachments.
3.
Conflict checks with VIN’s, ymm and insureds names.
4.
Assign numbers 2024-0608-xxxx Cross Reference with insurance claim number
5.
Follow-ups for status with experts and adjusters.
6.
Aging alerts for assignments so we will know when an assignment is overdue.
7.
Manage cases., photos, reports, emails
8.
Case intake sheet.
9.
Case outtake sheets to experts via PDF and email
10.
Storage for reports, photos, and invoices, all in one location.
11.
Invoicing the clients.
12.
Avoid duplication of entry on forms.
13.
Folder for all stored documents.
14.
Evidence Storage and billing per month
15.
Folder or access for related emails.
Ideal Skills and Experience:
- Proven experience in database management and CRM development.
- Strong skills in data import techniques and file handling.
- Understanding of conflict management systems would be a plus.
Please bid if you have the necessary skills and experience.
Key Features:
- The system should be able to store essential information including contact details, interaction logs and a conflict checker for each customer.
- The system must support the import of customer data from a file. Manual data entry isn't feasible for me. Don’t have time for a massive learning curve; need the system to be intuitive and easy to use.
2.
All assignments are sent via email with attachments.
3.
Conflict checks with VIN’s, ymm and insureds names.
4.
Assign numbers 2024-0608-xxxx Cross Reference with insurance claim number
5.
Follow-ups for status with experts and adjusters.
6.
Aging alerts for assignments so we will know when an assignment is overdue.
7.
Manage cases., photos, reports, emails
8.
Case intake sheet.
9.
Case outtake sheets to experts via PDF and email
10.
Storage for reports, photos, and invoices, all in one location.
11.
Invoicing the clients.
12.
Avoid duplication of entry on forms.
13.
Folder for all stored documents.
14.
Evidence Storage and billing per month
15.
Folder or access for related emails.
Ideal Skills and Experience:
- Proven experience in database management and CRM development.
- Strong skills in data import techniques and file handling.
- Understanding of conflict management systems would be a plus.
Please bid if you have the necessary skills and experience.