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.
Dual SBA-Ready Business Plans Category: Business Analysis, Business Plan Writing, Business Plans, Competitor Analysis, Financial Analysis, Financial Modeling, Financial Research, Real Estate Budget: $30 - $250 USD
18-Dec-2025 17:04 GMT
Automate Weekend Trip Captain Assignments Category: Automation, Business Analysis, Business Intelligence, Data Analysis, Data Management, Data Processing, Process Automation, Software Development, Software Engineering, System Administration Budget: ₹1500 - ₹12500 INR
Boost Sales via Google & Facebook Category: Analytics, Conversion Rate Optimization, Digital Marketing, Facebook Marketing, Google Ads, Google Adwords, Internet Marketing, SEO Budget: $30 - $250 USD
Digital Marketing Strategy Overhaul - 18/12/2025 11:49 EST Category: Content Strategy, Digital Marketing, Email Marketing, Facebook Marketing, Google Adwords, Google Analytics, Internet Marketing, Social Media Marketing Budget: $15 - $25 USD
18-Dec-2025 17:00 GMT
Create Instagram Live Show Pitch Deck Category: Branding, Content Strategy, Data Analysis, Digital Marketing, Market Research, Proposal Writing, Social Media Marketing, Visual Design Budget: $30 - $250 USD
18-Dec-2025 17:00 GMT
Seamless Vintage Animation Compilation Category: 2D Animation, 3D Animation, Adobe Premiere Pro, After Effects, Animation, Video Editing, Video Processing, Video Production Budget: £10 - £20 GBP
