Hi, I would like to build a web based TASK MANAGER (CRM) software that can provide Automatic task updates to staff as well as clients, Comments sharing; outstanding ; Task monitoring(setting up deadlines) ; invoice followups to clients, Status updates automatically by sending a system generated email and in some cases also an SMS (choose via an option). This software will be used by up-to 10 people in an environment and each one of us would have our own passwords so that the admin can track the activity of individual staff members. A standard flow is as under:
Step 1: Staff-member adds a task; sets a deadline and assigns a staff member(s) to the task and 1 Client Manager (The person dealing with the client).
The software then automatically send an email notification to the staff member(s) advising a task has been assigned along with the notes entered at the time of task assignment.
The software automatically also sends an email to the client; advising the timeline a task will adhere to and the concerned person responsible along with the contact details of the Client Managers in case the client wishes to talk to someone.
Step 2: As the task progresses; the staff who has been assigned and the client manager will keep recording tasks and will also make notes and will have a choice to either provide an update to the client or to another staff member about the WIP; or to both.
Step 3: Closer to the deadline the staff as well as the Client Manager will receive a notice email reminding them about a task that is due; if the task is still open.
Step 4: Once the task has been completed; the Client Manager should be able to choose from a drop down of options to mark the task as pending, completed and so on.
Step 5: Untill the task is marked as closed; the client would regularly receive email reminders for invoice payments.
Step 6: After 5 Consecutive email reminders if the client has still not paid; it shall send a notice to the client Manager to followup for the payment.
Step 7: Once the payment has been received and the invoice closed and document finalised; the task would be updated as removed and at this stage the task will move to Archive.
Within these 7 steps there are a few little small aesthetic scenarios that I have not mentioned or omitted but I can explain upon one on one converstaions.
This is similar to a ticket generation in an IT support environment but customised according to our business requirements.
Any queries, feel free to talk to us.
18 freelancers are bidding on average ₹434/hour for this job
Hello, our full stack team of web developers can create the CRM software for oyu - can we discuss the details? We are looking forward to hearing from you Manager Anna, Webcapitan team
i am a lead .Net software engineer and responsible for creating web and desktop applications using different languages and technologies if u r interested just send me a message thank you and good luck