I am seeking proposals from experienced database developers to design and build a Microsoft Access-based Customer Relationship Management (CRM) system. This CRM will be used by myself to manage resident details, track property maintenance work, and monitor communication history with residents. The system is intended to replace mycurrent Excel-based process and provide a more robust and integrated solution.
Scope of Work:
The CRM should include, but is not limited to, the following functionalities:
Resident and Address Management:
Maintain detailed records of residents, including contact information, communication history, and notes. Track addresses and associated properties, including property type and status. Work Package Tracking:
Manage work packages for different types of property maintenance works, including but not limited to: Damp and Mould Works Window and Door Replacement Works Track related tasks such as asbestos surveying and removal. Assign multiple contractors to specific jobs as needed. Job and Contractor Management:
Track the status of jobs from initiation to completion. Manage contractor details, assignments, and communication. Resident Communication History:
Record communication history with residents, including dates, details of communications, and follow-up actions. Manage staff assignments to specific communications. Reporting and Analysis:
Generate reports in Excel format to facilitate data analysis and decision-making. Provide customized reporting options based on various criteria (e.g., job status, contractor performance, resident interactions). Key Requirements:
The database must be easily navigable; the primary user interface will be stored locally, with possible assignments to external users for data inputting. The system should have robust data validation and error-checking mechanisms to ensure data integrity. Integration with Excel is required for both importing and exporting reports and data. The system must be designed to allow for future enhancements and scalability, particularly for adding additional work packages. Main Menu Design: A user-friendly main menu that allows users to: Add and edit resident information. Enter and update job details. Schedule and manage appointments linked to each property. View and manage contracts linked to specific properties.
Ideally I would like to have a Teams/ Zoom call to run through my current process, which will clearly demonstrate the current workflow. Open to quotes and suggestions on further enhancements and features. Please provide an example or demonstration of previous relevant work to showcase expertise and design capabilities. The project deadline is deliverable by the end of September or earlier if possible.
Social Media Freelancer Needed - 25/12/2025 05:48 EST Category: Analytics, Content Creation, Facebook Marketing, Instagram Marketing, Internet Marketing, Social Media Management, Social Media Marketing, Twitter Budget: $250 - $750 USD
Instagram Growth Acquisition Campaign Category: Content Strategy, Data Analysis, Digital Marketing, Facebook Marketing, Google Adwords, Instagram Marketing, Internet Marketing, Social Media Marketing Budget: $15 - $25 USD
25-Dec-2025 10:58 GMT
PHP Developer for Web App Support Category: Bootstrap, CRM, Database Management, HTML, JQuery, MySQL, PHP, Software Development, Version Control Git, Web Application Budget: $8 - $15 USD
25-Dec-2025 10:54 GMT
Social Media & Marketing Manager - Multi-Brand Portfolio mgmt -- 2 Category: Brand Management, Content Creation, Digital Marketing, Facebook Marketing, Google Ads, Internet Marketing, Social Media Management, Social Media Marketing, Twitter, WordPress Budget: $250 - $750 USD
Japanese Technical Translator for Wearable Tech Manual Category: Editing, Instructional Design, Japanese Translator, Simplified Chinese Translator, Technical Translation, Technical Writing, Traditional Chinese (Hong Kong), Translation Budget: $250 - $750 USD
Canadian Beverage Experience Video Collection Category: Content Creation, Filmmaking, Market Research, Video Editing, Video Production, Video Services, Videography Budget: $30 - $250 USD
