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CRM system (Customer Relations Management)

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.

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 message or PM with bids.

IGNORE THE BUDGET, I'M NOT WILLING TO PAY ANYWHERE NEAR $10,000!

Skills: PHP

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About the Employer:
( 0 reviews ) Hemel Hempstead, United Kingdom

Project ID: #889568

49 freelancers are bidding on average $7219 for this job

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