A Telephony Call Clerk CRM and Information System


Under $300 USD


Unsure what language this would be written in? Also, I’d like to see this built as a online service center where users pay a monthly service fee for use of this software like you will see most offered on the cloud if you Google “CRM Telephony Call Data Management” however, if it’s not feasible with my clients budget than a distributable software that can be resold would be fine as well so this we can discuss.


"Ever get a phone call from a client or other and you remember talking to them but just can't remember what about? This addresses and provides a solution to that problem.”

The idea is to create a software program to integrate through telephony type system where the CRM “activates” each time with all in-coming and out-going phone calls automatically popping up on the user’s PC screen quickly recognizing through caller ID the caller and pulling up their CRM information and history of messages taken so the user may know quickly who it is, what the call is probably about, remind the user of the last conversation(s), or if a new caller ask if the user wants to add their caller ID information to the CRM.

Upon any incoming call, the PC using Caller ID service can identify immediately the incoming call and even if you are working on the computer, to the side of the computer a pop-up control panel appears much like you will see if you go to [url removed, login to view] immediately identifying....

1- The caller’s phone number (if listed)

2- Name of Caller (if listed but can be added to the database if not for future calls)

3- Country, State and City or Province captured by the area code and prefix of the phone number

4- A list of conversations all which have dates and times of the last recorded calls so you immediately know what you last spoke about, the date and time you last spoke of it, and a dialog box above all conversations listed in Ascending Order by date and time so more notes can be taken while talking to the client on the phone for future reminders.

5- No restriction to making notes in this system even if you are not on the phone. In other words, I could pull up a client’s information and add notes I may have got from an email anytime I wish.

6- A button on the screen allowing the ability to "Record the Conversation" and the computer (recorded to the hard drive would record the actual conversation) so if it's important such as a bill collector, business agreement by phone, directions to or from other business persons, it's recorded onto the computer and would be categorized right in the same line of conversations whether written or recorded which would look something like this all hyperlinks that would open the message at that day and time (or recording that can be played).


07/28/13 1245 hrs. Incoming call

07/29/13 1301 hrs. Recorded message

07/30/13 0900 hrs. Manual entry


I have plans to expand this into a future with advanced features for a “PRO” version to be made so whom ever gets this job will also be awarded a future revision as well worth a lot more, but for now, I need help to figure out the best way to go about this.

Post your messages here of how you think this can be achieved and if you are really exceptionally confident you can do this, let me know how you plan on doing this so I know if you really know what you are doing. There are a lot of CRM's on the market all too complicated for what I want. I just want a simple conversation reminder system that pops-up on your computer screen on all in-coming calls to help remind the user of who their clients are and what they last spoke of.

Michael D Baker

Project Management USA

If you would like the .PDF of this job description, download the attachment here. Note, we are a outsourcing company and do not pay any upfront milestones. I use Freelancers Broker Service and 100% is released when the job is complete.

Beceriler: Javascript, MySQL, PHP, Yazılım Geliştirme, Visual Basic

Daha fazlasını gör: words with the prefix in, words with the prefix a, words that have the prefix be, who can help me get a management job, which company provides best business online, what is data entry clerk, what is a data entry clerk job description, what is a data entry clerk, what freelancers want in clients, usa software freelancers, usa list of freelancers details, this day in history database, software user manual freelancers, software program outsourcing, software milestones, simple business plans, service agreement for outsourcing, right now crm, right management, recording company business plan

İşveren Hakkında:
( 60 değerlendirme ) Chino Hills, United States

Proje NO: #4996023

Bu iş için 6 freelancer ortalamada $810 teklif veriyor


Thanks for inviting us to bid on this project. We have a team of highly qualified and creative professionals. We have gone through the provided details and have prior knowledge and expertise in developing large applica Daha Fazla

in %bids___i_period_sub_35% gün içinde1237%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
(78 Değerlendirme)

Dear Customer, We are European Website Development company (SafetyBis Ltd) can finish your project very fast and on professional level. Not the cheapest you will find, but I think you will find our pricing afforda Daha Fazla

in %bids___i_period_sub_35% gün içinde1000%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
(58 Değerlendirme)

Lets do it, the best possible solution for your requirement is - Twilio [login to view URL] & core php. Lets talk more if you're okay with the budget, because 300 is very less for the job.

in %bids___i_period_sub_35% gün içinde730%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
(77 Değerlendirme)

Hello Sir, I am already working on a CRM project. You can verify it in my past work. I need to clear on some points mentioned in pdf file. Kindly reply to have discussion with you. Please provide further detail Daha Fazla

in %bids___i_period_sub_35% gün içinde618%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
(3 Değerlendirme)

Hi, i am just biding to have 14 XP on your project :), will discuss every thing on PM, ah, i will have to complete 100 character here to bid, hope its complete now...

in %bids___i_period_sub_35% gün içinde833%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
(7 Değerlendirme)

Hi, Greetings !! We would like to offer our expertise to develop your website as per your initial specifications. We are a team of developers and designers who have more than 4 years of experience in solving all kin Daha Fazla

in %bids___i_period_sub_35% gün içinde552%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
(4 Değerlendirme)

Hello, Hope you are well and doing well!!! we have already worked on a similar project before and can deliver as u have mentioned We have gone through the details you have provided and would be pleased to work on Daha Fazla

in %bids___i_period_sub_35% gün içinde515%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
(0 Değerlendirme)

Hi, Veltrod Software services is a global software consulting company specialized in providing Mobile applications, Social media frameworks and eCommerce solutions. Leveraging best-in-class people, processes, and t Daha Fazla

in %bids___i_period_sub_35% gün içinde721%project_currencyDetails_sign_sub_37% %project_currencyDetails_code_sub_38%
(1 Yorum)