Help needed to move from CRM to ERP.

Cerrado Publicado hace 5 años Pagado a la entrega
Cerrado

Dear Developer,

In order to better understand our situation may I give you a little history. Even though I am British, I started TTc (Talent Trust Consultants) back in 1990 in Bangkok, Thailand, and grew it from about 12 members/clients (Christian Missionaries) that needed medical insurance who were serving in one of the refugee camps on the Thai-Cambodian border. From there we grew until I needed a simple CRM to keep track of all the people. Then, later, I needed an accounts program, so tested a few (Quickbooks, Peachtree, etc.), but without success as I could not make any of them do the work needed. I therefore started building calculations into my Act! CRM and managed to get most things done as needed. Currently we have about 8,000 lives in over 140 countries who have various, rather complex, medical options/choices that are calculated within the CRM in some 800 calculation fields that then complete an invoice for the member/client and also a very large Excel spreadsheet for the underwriters in Britain. As you can imagine, there are a good number of pretty long calculation strings being done within the CRM before the results are made available as an invoice and/or report. We also carry some 150GB of emails on our in-house sever (only the last three/four years worth), which we will still need regular access to, with the remainder being stored in an external backup should we ever need to go further back.

The reason for this rethink/change is that our 6 year old version of Act! CRM will no longer be supported soon, and not only that, I feel the system has reached saturation .. it's becoming a little unstable and certainly running slower. Therefore, I would like to consider a Filemaker solution, but first need advice as to whether Filemaker can indeed handle everything. I am talking about a full ERP solution; namely email, contact management, accounts, etc., with the future ability of website marketing, mass mailing plus a credit card gateway or the newer concept of having invoices that can be paid direct by members/clients through such channels as PayPal or equivalent.

I feel that any off-the-shelf CRM/ERP program may prove rather restrictive and certainly expensive if fully modified to meet our needs. I am also concerned we may not be able to make any changes ourselves, nor be able to live without constant external support. Currently there is a need for only 10 (possibly 12) workstations, so I feel that having our own Filemaker Solution (on premise) may well be the best way forward.

An additional request is .. could we also be considered a non-profit organisation and be granted some financial support from your company please? We do actually make a profit, but only enough to keep things working (our members would be concerned if we were not successful or structured correctly for longevity). However, any surplus money is fed into our Mercy Fund that is used to help a member/client who's claim(s) fall outside the technical rules, but that we at TTc consider should still be covered, i.e., the need for extra airfares when airlifting a family out of China to Singapore to have one of their children hospitalised for instance (which was the first use of our fund more than 12 years back).

Lastly, our time-line is straightforward. We need ideas and planning between now and the year-end holidays, with implementation on or before May 1st (our year-end).

Thank you, Michael Lyon (Founder)

CRM Entrada de datos Excel PHP Xero

Nº del proyecto: #18216320

Sobre el proyecto

26 propuestas Proyecto remoto Activo hace 5 años

26 freelancers están ofertando un promedio de $21 / hora por este trabajo

leadconcept

Hi there, I have read everything carefully & understood the scope of this project, as you have nicely explained whole functionality. However, it would be really good, if you can initiate the chat and talk to be befo Más

$33 USD / hora
(94 comentarios)
8.9
TenStar718

Hello, and thanks for the opportunity to bid on your project. Please check my portfolio and reviews from other customers https://www.freelancer.com/u/TenStar718.html I am an expert in many different area’s of web Más

$22 USD / hora
(241 comentarios)
8.7
VirasatSolutions

Hello Michael Greetings for the day !!! As a team of Experts, We love to assist you across development of ERP from your an existing CRM, We have worked before SugarCRM, SuiteCRM and ERPNext and various other open Más

$17 USD / hora
(104 comentarios)
8.0
AltiuseCreaton

Hello Michael, I can Migrate your CRM to ERP as per your given brief on project post. Let me know when you available to discuss more in detailed. Regards Rina

$22 USD / hora
(86 comentarios)
7.3
microwebtechs

please reply soon, I will complete all soon, please reply soon thanks

$27 USD / hora
(230 comentarios)
6.6
rathorevinod13

Hello Michael, I hope you are doing great. I read your company history and requirement carefully and I can build ERP solution for you as per your needs, In which I will include all the features that you want and Más

$22 USD / hora
(33 comentarios)
6.9
guptaranjeet

Dear Michael. Greetings! I minutely reviewed your requirement and understand that you are looking for an experienced Developer for built a CRM to ERP. This project related on my skill. I've strong experience on devel Más

$15 USD / hora
(5 comentarios)
4.6
tgltech

Hello Michael Lyon, First of all Congratulation for completing 28 years of TTc and you are doing a good job. ** We can not help you with donation directly due to some internal issues but we can give you a good d Más

$15 USD / hora
(1 comentario)
3.7
narendragautam

Hi, I am glad to apply to your job. send me a message so we can discuss further. Regards, Narendra

$25 USD / hora
(3 comentarios)
3.7
NomanAliKhan89

Hello Lyon I read your full description and got know how much you keen about your work. So I require you also read my whole bid description. I am a professional web and software developer I can give you some softwa Más

$22 USD / hora
(4 comentarios)
2.8
SymmInfo

Hello Michael, Thank you for providing a detailed background to your project. We are a 15 year old company that works primarily with large and small nonprofits and we have an integrated ERP suite of web applications f Más

$16 USD / hora
(2 comentarios)
1.8
AlexRady2017

I have more than 15 years of expertise in migrating and implementing ERPs. Many of the ERP migration projects fail due to the lack of understanding of the ERP system and having the right SOPs in place so that effective Más

$22 USD / hora
(1 comentario)
1.0
vivekcespl

Hi There I have more than five years of industrial experience as a web developer. I have developed educational ERP, Real-estate ERP, e-commercial application, inventory management system and many more Más

$22 USD / hora
(0 comentarios)
0.0
anncarter81

Why should you hire me? because I am what you are looking for. It is like a one stop shop I am good in research, analytical problem solution, management, market analysis and a lot more. And I have a strong willed chara Más

$16 USD / hora
(0 comentarios)
0.0
firangibalma

Yes i can do it

$22 USD / hora
(0 comentarios)
0.0
Aabhaybhatti

I glad to work for you and for more clarification on task plz reply the message

$16 USD / hora
(0 comentarios)
0.0
Vitspl

Hello Michael, Thanks a lot for posting the requirement. We have gone through all the details and we are pretty confident to complete your task as per your expectations. Though, we are a professional company but Más

$22 USD / hora
(0 comentarios)
0.0