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.
3D Unreal Engine Marketing Video Category: 3D Animation, 3D Design, 3D Modelling, 3D Rendering, After Effects, Animation, Unreal Engine, Video Production Budget: $250 - $750 USD
04-Dec-2025 23:01 GMT
Smart Medication Dispenser Design Project Category: 3D CAD, 3D Modelling, 3D Rendering, Electronics, Graphic Design, Industrial Design, PCB Layout, Product Design Budget: $30 - $250 USD
Instagram Fashion Store Launch Category: Content Creation, Content Marketing, Facebook Marketing, Instagram, Internet Marketing, Marketing, Social Media Management, Social Media Marketing, Social Video Marketing, Telemarketing Budget: min $50 USD
Business Course PowerPoint Slide Creation Category: Business Writing, Graphic Design, Microsoft Office, Microsoft Word, Powerpoint, Presentations, Visual Design, Word Budget: $10 - $30 USD
04-Dec-2025 22:53 GMT
High-Intent Mortgage Leads Data Sourcing Category: AI Development, Data Analysis, Data Collection, Data Entry, Data Management, Data Processing, Data Scraping, Leads, Sales, Telemarketing Budget: $2 - $8 USD
Field Service Order Platform Category: API Development, Database Management, GraphQL, HTML, MySQL, PHP, SQL, User Interface / IA, Web Development, Web Design Budget: £10 - £250 GBP
