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Develop a web based CRM Software similar to an IT support ticketing software

This project received 23 bids from talented freelancers with an average bid price of ₹404 INR / hour.

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Employer working
Project Budget
₹100 - ₹500 INR / hour
Total Bids
23
Project Description

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.

Skills Required

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