Administrative Backend

This is the first phase of a project to build a complete CRM. The website will be based on an HTML5 CRM template that will be included. If your work is good and rates are reasonable there will be approximately 6 additional phases of the project moving forward. This system will have to be created in such a way that it can be easily set up for different companies on different sites.

The Word doc attached describes the project in more detail and with screenshots. The attached excel sheet shows the DB information needed for this phase.

Phase 1

Programmer must implement a User Registration system which will include several types of users. All user registrations must be approved by the broker before user has access to the site.

Call Tracking

When clicking the Phone icon (Calling page) a new Form will appear. The first question of this form will be a button asking the user if they are ready to start making calls. Once they click yes the start time is recorded by the system. If the user clicks that button or the call activity slider the system will note the time the button was clicked and calculate the time the user was making calls.

When the ISA user is on this page, they will see an alert at the top of the page if any Broker or Agent is also logged in at the same time and has marked themselves as available.

As the ISA is making calls, there will be 7 buttons on the wizard screen. Each time the ISA clicks one of these buttons the count for that button type goes higher. There will also be a count of total calls which is the sum of all 7 buttons. The bubble in the upper right corner will also display this tally as the ISA is clicking the buttons. The buttons below are similar to the buttons to be shown for the 7 call options.

If the client clicks the Spoke To Client button, a new form will open below the original form. The form will request the information seen on the Lead Information sheet of the spreadsheet.

When the ISA clicks the button or slider to end the call session, the page will show the ISA a summary of the session.

Once the ISA clicks “OK” they will be taken back to the dashboard. At this time an email will also be sent to the broker with the summary information above. This information will be stored in a database every time any of the ISAs record a calling session and broker will be able to access stats from these sessions. See Statistics section for additional details.

Lead Information

Another section of the database will be lead/client information. This information will be gathered by the ISA during call sessions. Once the ISA has completed the Lead Information form and submitted an email will be immediately sent to the broker with all of the lead information.

Brokers, Agents and ISA users should be able to click on the “Leads” icon on the left site navigation menu to see a table of the leads in the database. In the initial build of the site we only need to see a list of the clients. The next phase of the project will include sorting features, email features, etc. For now the only sorting necessary will be time the lead file was created. To see how the table should be laid out, see the Table Example sheet in the spreadsheet.

If you click on a lead in the table view you will then be taken to a single lead page with all of the information about the lead. Users should be able to edit all fields on this page. There is also an edit button (see Developr template) that shows additional information if clicked. This should also be implemented.


The Broker should be able to click on the Statistics Icon on the left side of the Navigation menu to access different statistics.

During the first phase of this project the ISA statistics will be measured and displayed in different formats. The various charts will show the data seen on the ISA Functionality sheet of the spreadsheet.

I have updated the project description doc (Layout - UPDATED.doc) to include the additional modules needed. Feel free to revise your bid to include all additional work.

Taidot: Tietokannan hallinto, HTML5, MySQL, PHP

Näytä lisää: top template html5, table view icon, sorting bubble, section html5, right now crm, rates excel programmer, need of tally, isa word, crm time tracking, administrative companies, excel spreadsheet programmer, moving lead companies, excel to tally, excel stats, excel programmer needed, dashboard client list, call tracking, build same website as shown example, word doc html5, excel work tally, record html5, single page html5, detail html5, php html5 data, tally data sheet

Tietoa työnantajasta:
( 4 arvostelua ) Baltimore, United States

Projektin tunnus: #4275901

18 freelanceria on tarjonnut keskimäärin 981 $ tähän työhön


We are a team of developers with experience and expertise in PHP, MySql. We have developed many custom applications of varying extents and complexity. I have read your requirements and will be able to do a very tho Lisää

750 $ USD 8 päivässä
(800 arvostelua)

Check your PMB for details!!!

1285 $ USD 30 päivässä
(63 arvostelua)

HellornrnI have read your project [url removed, login to view] i think the requirements you have posted can't be executed in the listed [url removed, login to view] if you are agree can we increase out budget ?rnrnThanks

1500 $ USD 45 päivässä
(204 arvostelua)

Sri Technocrat is marvelous in its quality. We have been maintaining the quality in every field whether it is services or training. We have proved our stability. We have been working with the same grace & quality. Our Lisää

750 $ USD 30 päivässä
(43 arvostelua)

Hi, Please check PMB for details. Thanks KD

750 $ USD 21 päivässä
(38 arvostelua)

Hi Please check PMB for details of our proposal and portfolio. Thanks Priya

950 $ USD 25 päivässä
(18 arvostelua)

Lets start

2899 $ USD 35 päivässä
(91 arvostelua)

Ready to work on your project

1000 $ USD 30 päivässä
(6 arvostelua)

Dear Sir, Eulogik is a new age web based product/solution development company. Here, we ideate, brainstorm, prototype, iterate, design, develop and launch web 2.0 applications using cutting edge web technologies. We Lisää

550 $ USD 60 päivässä
(1 arvostelu)

Hello, May I help you to do this project? Please check pm for more [url removed, login to view]

750 $ USD 20 päivässä
(26 arvostelua)

Hello, Please consult your PMB. Thanks.

1500 $ USD 60 päivässä
(15 arvostelua)

Hi, I can help you get this done. Best quality assured.

585 $ USD 32 päivässä
(6 arvostelua)

Ready to work!

700 $ USD 40 päivässä
(5 arvostelua)

Hi, Veltrod Software services is a global software consulting company specialized in providing Mobile applications, Social media frameworks and eCommerce solutions. Leveraging best-in-class people, processes, and t Lisää

700 $ USD 28 päivässä
(7 arvostelua)

My self Kartik Shah I have over 6 years experience to work in the web technologies and software field. I have experience to Work on: php, mysql, LAMP, ajax, jquery, json, javascript, xml, html, css, webserviecs wi Lisää

650 $ USD 13 päivässä
(2 arvostelua)

Hi I am ready for this job

740 $ USD 15 päivässä
(1 arvostelu)

Hi, I am Masters in Computer Science and have 07+ years experience in Object Oriented commercial Software Design and Software Development. I am results-driven, customer-focused, articulate and analytical Software En Lisää

700 $ USD 30 päivässä
(2 arvostelua)

Hi, KIWI Team here at on2itonline would love to work for you on this project, we do "full service" websites on a clear and fixed budget. We have lots of offer that others don't, like our lifetime FREE hosting on every Lisää

1000 $ USD 21 päivässä
(0 arvostelua)

I have read the reuirements and understood it. I am a software engineer developing web-applications since 2007, with many projects like this. I am ready to do this job for you in a perfect quality. Let us talk abo Lisää

550 $ USD 30 päivässä
(0 arvostelua)