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CRM/CLIENT WEB ACCOUNT

I have a very rudimentary script installed on my virtual server that a client can log in to to view the status of their project (we are a non-profit legal center and handle passport and visa cases).

The script is supposed to serve as a client web account or extranet but it is too basic and is not meeting our needs; we need a more sophisticated system with good graphic design elements (to enhance our professional image).

I want to either change/improve the current system or just start from scratch.

(1) I would like the same information--client profile, account information, case status--in the web account.

(2) I would like the Logistics section to continue to be where I as the Consultant provides the client with developments on the Project.

(3) I would like a Feedback section where the client can submit Helpdesk Tickets and keep a record of communication.

(4) I would like the web account to be able to deal with different types of Projects: right now, I am mostly doing Irish passport casework but will soon be branching into Canadian Immigration work. In the future, I would like to add International Retirement services too so I would like the web account to be flexible enough to accomodate different lines of business. Therefore, I would like the ability to also list the Business under which the client is being served: I.e., some clients are from [url removed, login to view], some clients will be from Visa-Direct.com.

(5) Finally, I would like to be able to create different levels of Master/Admin logins: I intend to recruit agents who will refer clients to me. I would like for the agents to be able to log-in and view the status of all the clients that are linked to their login so they can update their clients.

(5) I want to be able to create corporate accounts so that they can open an account and initiate immigration cases from the web account for new employees.

On another note, we intend to start to promote IT Services to Latin American companies from an office in Mexico. We would therefore like to build a referal arrangement with a freelancer that we can trust.

See Office Live for similar idea:

http://officelive.microsoft.com/OfficeLiveEssentials.aspx

Customer Management

Customer Manager: The Customer Manager application allows you to view your accounts, business contacts, sales opportunities, activities, and account territories in one view. This set of online tools allows you to track all touch points with customers and prospects in a single, online repository.
Customer Support: Keep a running list of frequently asked questions (FAQs) as well as track customer support incidents

Project Management

Project Manager: Quickly set up projects and collaborate with your team to standardize processes, and track and mark milestones. Project Manager allows businesses to track and view projects, whether in the office or away, from almost any Internet-connected computer.

Customer Workspace. The customer workspace allows you to effectively share information with designated customers and clients. You can set up a separate customer site for each of your active clients to share such things as project details, timelines, documents, and digital images.

Færdigheder: Dataindførsel, Grafisk Design, PHP, Projekt Ledelse, Script Installering

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Om arbejdsgiveren:
( 0 bedømmelser ) Makati, Philippines

Projekt-ID: #79627

27 freelancere byder i gennemsnit $1051 for dette job

varun8211

Kindly see PM

$800 USD in 15 dage
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cstl

Chandusoft is a customer-specific service oriented company has got an Professional and creative team with 6 years experience in Web design and development. We have expertise and experience in OS commerce / creloaded/ o Mere

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7.0
eelance

i can do that for you ,high quality ,please provide the details of your website url thanks.

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6.9
websoftinfo

let's do it.. Regards Meena [url removed, login to view]

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6.6
gigapromoters

We can help you..

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wakensys

Hi Good day to you! We are an American based IT software company with an offshore division in Sri Lanka. We have a group of employees who specialize in web designing, programming, java and .Net developing. We have done Mere

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pradeepksingh

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smirnoff

Please check message board

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5.6
zknwebsoft

We can provide you good quality work.

$1000 USD in 25 dage
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5.0
thecloudkernel

BPowerHouse is an international premier specialist IT solutions and services company, that combines core technical expertise with a global business perspective. The company's key offerings include product development, Mere

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espriy

Please check PM...Thanks

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atlantadevelop

Please review PMB.

$1500 USD in 30 dage
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tarunonline

Hello Sir, We are Software Company from India. We are developing all type of web site, Web-base application, Desktop Software, Etc. We are using all Tech.. Such as Microsoft, Java, PHP, Flash, JOOMLA, AJAX Etc. We Mere

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techmaster

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0.0
esoft123

We have done numerous business applications. We feel we can do a quality job delivered in the time mentioned by [url removed, login to view] are a company with numerous resources and very good manpower available. By leveraging our b Mere

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sanjeevonnet

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aswini03

We have a strong technical team and also has 3 years plus IT development industry experience.

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I'm very expert in Data Entry

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byowner123

please testdrive [url removed, login to view] username: admin password: crm The application is already built and ready for you to customize as you'll have full access to the code. Full access to the source code mean Mere

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Francena

Dear Prospect, We can complete this project for you in 55 days at the said cost. Please contact us via the private message board. Warm regards Francena

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