I operate a financial planning business that I would like to build an online CRM. Each client record includes their personal details and their dependents. Each client can have multiple ownership structures for their investments and debts. For example, a simple cash account and share portfolio can be held by, Husband only, Wife only, Joint account, a Family Trust Account, A company account, a superannuation account (and there may be multiple trust, company and super accounts). Additionally I need to report on the income and expenses of the client as well as the insurances they hold (which may be held by any of the above entities). All of this information needs to flow into a Word document that I can then work on. It also needs to flow into an Excel spreadsheet so that I can do modelling on.
Two key components of the CRM are bulk emailing and task reporting. For bulk emailing I need to be able to set up filters to create groups to email. For example for clients that are turning 65 in the next 3 months.
Task reporting needs to log the task, the person responsible for the work and the expected time frame to completion. A single report then needs to report on all open tasks and identify those that are overdue.
Lastly, the database needs to be online so that all my staff can access the information anywhere at any time. My thoughts at this stage are a Microsoft Access database using Office 365 subscriptions for all staff.
13 freelancer bu iş için ortalamada 2709$ teklif veriyor
Hi, Thanks for your consideration, if you would like to discuss the project further do get in touch and I’ll give you a call. Thanks, Mark (www.theidevelopmentteam.com)