Educational CRM & Cloud design & setup

• Project ID:

  1450935

• Project Type:

  Fixed

• Budget:

  $1500-$3000 AUD
  (Approx. $1952-$3906 NZD)

Project Description:

I need a CRM built for education purposes.

Specifications for CRM project

1. CRM emails integration – the ability to file an e-mail directly in CRM under a student ID, including BCC items and rules for incoming mail.

3. Automatic MYOB integration.
4. Moodle automatic integration.
5. Envirotech website integration. (we published a second project for creating a new website)
a. Online students enrolment + online payment.
b. Students portal (to see their academic and payment details),
c. agent portal (to see the payment of commissions received and due),
d. employer portal(to see the academic and payment details of their trainees and apprentices)
e. CV Builder portal(details taken from students details on the CRM)
f. Career portal (job vacancies & work placement reports (report specification is not complicated)
7. Configuration of CRM automatic process, for example:
Automatic letter of offer from online enrolment
Automatic calculation of academic progress & automatic emails to and ministration and relevant students
Automatic welcome email
Automatic email notification for students who did not commence on the enrolment daty
Automatic emails to trainers when students enrol to their class
Automatic generation of templates and forms using CRM data. (PDF, Excels and word)
Automatic notification when student was sent an email and no responce arrived within 2 weeks

8. Share point implementation
9. Students rolling intakes
10. Automatic calculations of academic progress
11. Automatic reports
12.Outlook calendar shared calanders and public holidays
13. Class table calanders with rooms alocation
14. Students attendance Roll
15. Share point configuration
16. Language support (content)
17. Data migration (import and export) from current CRM and from server (files and folders)
18. Intergration with Office 365

Skills required:

Cloud Computing, CMS, Database Administration, eLearning, Electronic Forms