Accounting/CRM System

Closed Posted Jun 25, 2004 Paid on delivery
Closed Paid on delivery

We are looking for a basic accounting package with a CRM module. The accounting package needs to have quickbook like features but no payroll is needed at this time.

Accounting Features

1) A/R

2) A/P

3) Inventory

4) Invoicing

5) Checkbook Register - Bank Rec's

CRM - Act Compatible

Database: Access/Vis Foxpro/Mysql

Must be networkable

Open to programming language suggestions, prefer; VFP,.net compiled or Clarion 6.0

## Deliverables

1) Complete and fully-functional working program(s) in executable form as well as complete source code of all work done.

2) Deliverables must be in ready-to-run condition, as follows (depending on the nature of the deliverables):

a) For web sites or other server-side deliverables intended to only ever exist in one place in the Buyer's environment--Deliverables must be installed by the Seller in ready-to-run condition in the Buyer's environment.

b) For all others including desktop software or software the buyer intends to distribute: A software installation package that will install the software in ready-to-run condition on the platform(s) specified in this bid request.

3) All deliverables will be considered "work made for hire" under U.S. Copyright law. Buyer will receive exclusive and complete copyrights to all work purchased. (No GPL, GNU, 3rd party components, etc. unless all copyright ramifications are explained AND AGREED TO by the buyer on the site per the coder's Seller Legal Agreement).

Broadcast message sent on July 3rd

To all Potential Vendors

We are looking to create two separate products that can be integrated. The first product is a CRM(Customer Relationship Manager) or Contact manager. This product must work in a network environment. The second product is an accounting solution for small to medium size businesses. This product also must work in a network environment. Below is a list of features and recommended solutions for each product as well as how the integration of these products will work.

All source code will be the property of Gradient Software and the final vendor must sign an NDA to work on this project. In addition all work must be completed in a timely manner and the vendor must support the product for one year. They must also be willing to update the product each year for an additional fee.

CRM:

1 ) Track Contact: company name, Name, Address, Phones, Fax, email Etc.

2) Date and time stamped Notes

3) Freely definable fields

4) Fast lookup feature

5) Import and Export Features( CSV, ACT, Goldmind, Excel, Access, outlook)

6) Flexible reporting features

7) Ability to import image of contact if necessary

8) Create documents for mail merge/email merge

9) Email documents directly from program

10) Full Scheduling, appointments, popup alerts ??" daily, weekly, monthly ??"all printable

11) Flag what correspondences were sent to which contacts.

12) User security and limit viewing by group

13) Address Grabber Feature ??" Highlight address and it puts the address into the CRM.

14) Duplicate Checking Feature

15) Outlook integration for emails

Accounting Features:

1) Basic setup company wizard

2) No Payroll or General Ledger entries

3) Chart of Accounts

4) Invoicing ??" ability to c reate custom invoice with company logo.

5) Invoice fields should be selectable.

6) Invoice ??" Customer message

7) Accounts Receivables ??" full reporting, statements, etc

8) Purchase orders ??" receive inventory

9) Accounts Payable

10) Check Register ??"deposits , bank Rec(undo last bank rec feature), Print checks

11) Inventory ??" manual adjustment (record all adjustments)

12) Inventory ??" cost averaging, Lifo, Fifo methods.

13) Sales Commission Report

14) Sales History Report

15) Export\Import to CSV,Excel,Access,Quickbooks

16) Reports: Basic Income statement, A/R, A/P, Past due accounts, Inventory, Customers, etc.(more reports will be on final spec if selected)

17) Archiving feature/restore

18) Create more then one company

19) Have one then one checkbook

20) Type ahead to get client name when doing search or creating invoice

21) Sales tax, by product

22) Basic sales chart

23) PDF save a s option on Invoices,PO,Reports etc.

24) Sales Credit Posting

25) Deposits, from cash, paid invoices, and credit card payments

## Platform

Windows /98/ME/2000/XP

CRM/Accounting Integration

1) Create Sales orders/estimates in CRM program ??" convert to Invoice in accounting package

2) In CRM list sales to date, inventory, Invoices

Only re-bid if you can get this project done in a timely manner and you have experience with this type of project.

Two important items are the database and speed of the program. The database must work effienctly in a network environment.

Good Luck

Ronald Teblum

PHP

Project ID: #3260414

About the project

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