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.
Minimalist Logo for Business Category: Adobe Illustrator, Photoshop, Branding, Graphic Design, Illustration, Logo Design, Vector Design Budget: ₹600 - ₹1500 INR
25-Oct-2025 04:04 GMT
ESP32 Tachometer with MQTT -- 2 Category: API Integration, Automation, Cloud Computing, Data Visualization, Electronics, Embedded Systems, Internet Of Things (IoT), MQTT, Web Development Budget: ₹600 - ₹1500 INR
25-Oct-2025 03:57 GMT
Mixed Data Entry Consolidation Excel Data Entry -- 2 Category: Data Analysis, Data Entry, Data Integration, Data Management, Data Processing, Data Scraping, Excel, Excel Macros, Excel VBA, Visual Basic Budget: ₹12500 - ₹37500 INR
25-Oct-2025 03:56 GMT
Local Pallet Sales Generation Category: Account Management, B2B Marketing, Business Development, Lead Generation, Leads, Market Research, Sales, Telemarketing Budget: $250 - $750 USD
25-Oct-2025 03:56 GMT
Konten Telegram Menarik Category: Article Writing, Content Creation, Content Strategy, Ghostwriting, Social Media Copy, Social Media Management, Social Media Marketing Budget: $15 - $25 USD
25-Oct-2025 03:56 GMT
Google Ads & Shopping Sales Boost Category: Advertising, Digital Marketing, Google Ads, Google Adwords, Google Shopping, Internet Marketing, Keyword Research, Marketing Budget: $250 - $750 USD
25-Oct-2025 03:56 GMT
English-Telugu PDF & Audio Category: Audio Editing, Content Writing, English (US) Translator, Hindi Translator, Telugu Translator, Transcription, Translation, Voice Over Budget: ₹600 - ₹1500 INR
25-Oct-2025 03:55 GMT
Mexico: Marketing para Consultorio de Neuropsicología en Redes Category: Advertising, Content Creation, Facebook Marketing, Instagram, Marketing, Psychology, Social Media Management, Social Media Marketing, Social Networking, TikTok Budget: $250 - $750 USD
Construction Service Copywriting & Integration Category: Construction, Content Strategy, Content Writing, Copywriting, Product Descriptions, SEO, SEO Writing, Web Development Budget: $15 - $25 USD
25-Oct-2025 03:48 GMT
Social Media Video Edit Category: Adobe Premiere Pro, After Effects, DaVinci Resolve, Final Cut Pro, Motion Graphics, Sound Design, Video Editing, Video Post Editing, Video Production, Video Services Budget: $2 - $8 USD
