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.
Trello Setup & Optimization Specialist Category: AI Research, Automation, Documentation, Event Planning, Process Automation, Project Management, Project Management Office, Software Engineering, Systems Engineering, Time Management Budget: $1500 - $3000 USD
21-Nov-2025 05:03 GMT
Rapid Revenue Tech Venture Category: A / B Testing, Automation, Business Strategy, Digital Marketing, Growth Hacking, Lead Generation, Product Development, Viral Marketing Budget: £20 - £250 GBP
21-Nov-2025 05:01 GMT
Diagnose & Fix iPhone Malfunctions Category: IOS Development, IPad, IPhone, Mobile App Development, Mobile App Testing, Mobile Development, Objective C, Xcode Budget: $25 - $50 USD
21-Nov-2025 05:00 GMT
Field Marketer for Web Agency Category: Business Development, Digital Marketing, Internet Marketing, Lead Generation, Leads, Market Research, Sales, Telemarketing Budget: ₹100 - ₹400 INR
21-Nov-2025 05:00 GMT
Modern Logo Vector Refinement Category: Adobe Illustrator, Branding, Graphic Design, Illustration, Logo Design, Photoshop, Vector Design, Visual Design Budget: ₹12500 - ₹37500 INR
Modern Logo Design Contest Category: Adobe Illustrator, Branding, Graphic Design, Illustration, Logo Design, Photoshop, Typography, Vector Design Budget: $10 - $30 USD
21-Nov-2025 04:56 GMT
Industrial Architectural Components Drawing Category: 3D Design, 3D Drafting, 3D Modelling, Architectural Engineering, Architectural Rendering, AutoCAD, Building Architecture, CAD / CAM Budget: $25 - $50 AUD
21-Nov-2025 04:56 GMT
Blog Posts Translation: English to Spanish & French Category: Blog Writing, Content Writing, Copywriting, Language Tutoring, Market Research, Proofreading, Research, SEO, Technical Writing, Translation Budget: $15 - $25 USD
Consumer Brand Awareness Video Edit Category: Adobe Premiere Pro, After Effects, Animation, DaVinci Resolve, Final Cut Pro, Motion Graphics, Video Editing, Video Production Budget: ₹600 - ₹1500 INR
21-Nov-2025 04:51 GMT
Videographer & Editor for Podcast Episodes Category: Adobe Premiere Pro, After Effects, Color Grading, DaVinci Resolve, Motion Graphics, Video Editing, Video Production, Video Services Budget: ₹400 - ₹750 INR
21-Nov-2025 04:50 GMT
Meta Lead Partner for Dubai Property Category: Digital Marketing, Facebook Ads, Google Adwords, Internet Marketing, Lead Generation, Marketing, Sales, Zoho CRM Budget: $15 - $25 USD
