We are a financial planning firm who wishes to find someone who can create a CRM tool for us. I would need to be able to upload our clients details and then be able to update the details as required. I would want to also be able to make diarised file notes for each client. The CRM tool will also need to have the ability to diarise a follow up task either yearly, 6 monthly or 2 yearly.
The CRM tool should also have the ability to create a workflow of the steps we take with each client so as to allow staff to tick off each step, I would also want it to note the time taken on each step and then the system tally up the hours spent for each client on tasks.
As we are a firm that bills out its service we need to track our clients hours spent
29 freelance ont fait une offre moyenne de 3126 $ pour ce travail
Hello, 10+ years exp full time freelancer here, can deliver a quality & professional work in the timeframe posted. Please contact me via PM for any question, Thanks.
Hi! The project you described can be either straightforward or quite challenging depending on your detailed requirements. It won't be a problem for me either way. I have also sent a PM to you.