Expansion of CRM system
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Project Details
Project Category : IT/Web/Programming > Web Programming

Project ID : 4417

Project Title : Expansion of CRM system

Project Location : Remote

Project Status :
Bid Accepted
Project Description
Web based CRM system recently created for client in financial services requires amendments to functionality to give greater flexibility to the system. Customer needs to be able to edit details submitted to the CRM (previously all data is read-only). Additional reporting functionality is also needed. System is written using PHP/MySQL.
Project Budget
Project Type : Fixed Price Project

Budget Range : £250-£500

Budget Type :
Fixed Fee
Additional Information
Approx Start Date after bid is selected : Immediate (within 1-2 days)

Attached files : None
Buyer: Matthew B
Matthew B Buyer History
Posted : 3
Bidding Details
# of bids :2
Bidding ends :Project expired
Project posted :
14/10/2008 02:01 pm

 

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Accepted Bid

Bidding is currently closed for this Project as the Buyer has accepted the bid below.

The Buyer can still choose to reopen the bidding prior to the project listing end date.

Details of the accepted bid

Amount: £ 300.00 Fixed Fee

Proposal:
Thank you for inviting me to place bid on your project, I assure you quality product with on time delivery, Can i have a look at CRM so i can estimate the amount of work required.

Feel free to contact me if you need any further detail at all.

Regards

Saqib

Estimated Start Date: Within 1 Business Day

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Matthew B
  By Buyer (Matthew B) on 14/10/2008 04:45 pm Report This Message
Example of some of the changes...

The following changes are in addition to the CRM built to the spec and which is now in use.

1. Change the way the adviser product submission screens work – at the moment, they cannot be edited by the advisers once they have been created – this was a deliberate design feature – BUT Peter and Adele would like advisers to be able to edit product submissions for a limited period e.g. 2 weeks. This is work from the meeting I had a few weeks ago.

This will take about 8 hours and needs to be cost-ed accordingly.

2. Write a new report that will produce a summary of Adviser Commissions grouped by adviser

This should take about 2 hours and needs to be cost-ed accordingly
 
 
     
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