Hi there, I'm looking for a programmer to code me a CRM system for a website design business. It needs to have 4 user tiers, Admin (me), Managers (People to manage the designers), Designers (People to do the designs) and clients. Here are the features required for each system, there will be a main dashboard with some features on, and 3-4 more tabs for others. Each user tier will also need a settings tab. Hi there, I need a CRM system suitable for a web a design company. I plan to make it as automated as possible from my perspective. I need 4 user tiers. Admin (just me), Managers (to manage the designers), Designers, and Clients. Ignore the budget Here are the features I need implemented for each tier. Client: * Calendar, for keeping track of due dates/milestones. * Ticketing, for messaging designers/managers/me. * Live chat, for setting appointments with designers, and talking to designers live. * Reporting, shows current progress, email reporting can be set up * History, shows order history, ticket history, etc. * Referrals, allows refer-a-friend, in exchange for a gift card or something. * Complain, allows complaints, goes direct to me. * Upload information, allows uploading of diagrams, images etc to show to designer. Designer: * Calendar, allows due dates to be set, and dates to be crossed off as holidays, in which they'll get no work. * Project tracking, shows current projects along with a brief description, can be expanded for full details including history of project. * Contact, allows messaging of client, manager, and me. * Live chat, allows appointments to be set with client or manager, and allows talking to them live. * Submit completed work, allows submission of completed work, which will then be double-confirmed by the manager, then me, and will then go onto the client for any modifications. If there are none, it will be then sent onto a coder. (who will have a pretty similar interface to the designers). * History, allows viewing of chat history and order history. Manager: * Calendar, will show overdue projects, and projects near completion date. * Customer Service, allows responding to customers pre-sales (although I may go with somewhere like liveperson for this). * Track projects, will track all projects under designers under them. * Chat history, will show chat history of designers. * Review work, allows reviewing of completed work before it gets forwarded to me. * Tickets, allows viewing, responding to, and opening tickets, with clients, designers, and me. * Live chat, allows appointments to be set, and live talking to designers, clients and me. * Unresponded tickets, view tickets of designers that haven't been responded to. * Staff list, view designers under them, number of sales, percentage overdue etc. Hand out bonuses to best performing. Admin: * Calendar, shows overdue projects, further individual details available if wanted. * Tickets, view tickets, open new ones, respond. * Live chat, set appointments, talk to people through the interface. * $ Reporting, shows ROI, gross revenue, profit. * History, shows chat history, ticket history, order history. * Referrals, view weekly number of referrals, revenue generated from them. * Project delivery confirmation, confirm projects are ok before sent to coder/client. * Survey results, shows results of customer satisfaction survey, which is handed out with the finished design. * Staff list, shows list of staff, managers shows designers under them, designers shows clients under them, revenue per staff member. * Reporting, shows full details of current progress on individual jobs. Please post or PM with any offers. Thanks
Do you have an estimated deadline or budget in mind? Are you going to want more visual graphs / charts to be generated on the fly or more text-based solution initially? Do you prefer a specific type of platform? (PHP/ASP?) You mention bonuses, are you wanting to keep track of what/who you pay from this interface I'm assuming, do you want direct payment integration to do this or plan to send checks/Paypal outside of the system?