Custom CRM Application

Project Overview:
We are looking for partners for the development of a multi-tenant application designed to manage the lifecycle of meetings, events, and conferences. This application will streamline the process from receiving an enquiry to sending out a proposal, converting it to a contract, and eventually invoicing. The application can be developed from scratch or built on a platform like Salesforce.com.

Key Features:

1. Enquiry Management:
   – Interface for receiving and managing enquiries.
   – Automated enquiry acknowledgement and tracking.

2. Proposal Generation:
   – Customizable templates for proposals.
   – Integration of customer-defined products and pricing.
   – Ability to attach different terms and conditions templates.

3. Contract Conversion:
   – Convert accepted proposals into contracts.
   – Store and manage contract versions.

4. Invoicing:
   – Generate and send invoices based on contracts.
   – Track payment status and send reminders.

5. Multi-Tenant Support:
   – Support multiple customers with isolated data environments.
   – Customizable settings for each customer (products, pricing, terms).

6. User Management:
   – Role-based access control.
   – User activity tracking and reporting.

7. Integration and API: need a plan for it but in phase 2
   – API for integration with third-party systems (PMS, POS).
   – Webhooks for real-time data updates.

8. Reporting and Analytics:
   – Dashboard for key metrics and KPIs.
   – Customizable reports for enquiry status, proposal conversion, and financials.

9. Notification and Alerts: need a plan for it but in phase 2
   – Email and SMS notifications for key actions and deadlines.
   – Configurable alert system for users and administrators.

10. Security and Compliance:
    – Data encryption in transit and at rest.
    – Compliance with GDPR, CCPA, and other relevant regulations.
    – Regular security audits and vulnerability assessments.

Technical Requirements:

1. Platform:
   – Option 1: Develop from scratch using a robust tech stack (e.g., MERN stack, MEAN stack, .NET).
   – Option 2: Build on Salesforce.com or a similar platform.

2. Scalability:
   – Application must be scalable to handle an increasing number of customers and data volume.

3. Performance:
   – Fast response times for all user interactions.
   – Efficient handling of large datasets.

4. Usability:
   – Intuitive user interface with minimal learning curve.
   – Accessible on various devices (desktop, tablet, mobile).

5. Deployment:
   – Cloud-based deployment preferred Azure.
   – Support for continuous integration and deployment (CI/CD) pipelines.

Requirements:

1. Company Information:
   – Company profile and relevant experience.
   – Case studies or examples of similar projects.

2. Technical Approach:
   – Detailed description of the proposed technical solution.
   – Choice of platform and justification.
   – Development methodology and timeline.

3. Team Composition:
   – List of team members and their roles.
– UX experience
   – Relevant experience and expertise of each team member especially with UX designs that have been done

4. Cost Estimate:
   – Breakdown of development costs.
   – Licensing and ongoing maintenance costs.

Proposals will be evaluated based on the following criteria:
– Technical approach and feasibility.
– Relevant experience and past performance.
– Team expertise.
– Cost-effectiveness.

Hourly Range: $17.00-$39.00

Posted On: July 16, 2024 09:00 UTC
Category: Full Stack Development
Skills:Web Application, Salesforce App Development, Customer Relationship Management

Country: United Kingdom

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