CRM For financial planning / Accounting Firm

$1500-3000 USD

Completed

Posted

over 9 years ago

$1500-3000 USD

Paid on delivery

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.

MySQL

PHP

Software Architecture

Project ID: 6560121

About the project

12 proposals

Remote project

Active 10 yrs ago

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@markcupitt

Hi There, Thanks for the opportunity to bid on this project. I am an Australian living in the Philippines with extensive CRM experience. I have also been involved with Family Trusts, Unit Trusts, etc, although I am sure I am a little out of date with the rapid developing nature of the Australian Financial Industry I would recommend that this project be done in SuiteCRM. It is Open Source, (Free) extensible, and developer friendly to handle the customization's you need. One of the key features of a CRM is the bulk emailing, Campaign tracking, etc. These are readily available in SuiteCRM. Campaign lists can be taken from existing clients, target lists, leads, etc and multiple campaigns are supported. Emails are templated in HTML format of a professional look and PDF files can be generated and attached that are personalized. The tracking of client portfolios would need to be done in a custom set of modules which can be developed and implemented in SuiteCRM in an upgrade safe manner. All records and activities related a Client can be seen at one place, the Client Record. Export to Word/Excel would be complicated, we would need to discuss what data was exported and the format. I am in GMT+8, two hours (or less) time diff, have skype available during the project and am available for start at short notice. A Web Server would be required for hosting, I can assist with the selection and setup if required. Please PM me with any questions. Best Regards Mark Cupitt

$2,777 USD in 30 days

5.0

(3 reviews)

5.7

12 freelancers are bidding on average $2,694 USD for this job

@manomaysolutions

Hello, I am very much interested in this project. I am responsible and honest. I have the ability to learn quickly. I am capable for following instructions very well. I am a team player. Please see my profile for additional information on my experience. Sincerely Yours, Aman Aggarwal

$1,789 USD in 15 days