Client Management/Accounting System
$100-250 USD
착불
I'm looking for someone to either create from scratch, or simply add to a similar existing software, some functionalities that will allow me to better manage and organize my clients, as well as help me forecast my monthly income and cash-flow. The software is basically like a Client Management Software combined with some Accounting software functionalities within it. Someone who has experience working with those types of interfaces and softwares (such as Coaches Console, SugarCRM, or QuickBooks) would be ideal for this project.
## Deliverables
Customization/Features to be added for the Coaches Console System: Edits/Requests
By DeAnna Lorraine
Better, more organized Client Management
**1. ** **Have a Dynamic, Intuitive feature where you can PUT IN the:**
** **
1. The DATE when the client started,
2. The AMOUNT $ that the client paid, or is paying, per month/session, etc.
3. The END DATE (or estimated end date) of the client's coaching term
4. The Dates & Times of their scheduled Sessions (or tentatively at least) for the weeks of their terms
**With that information in the system, the interface will be able to tell me in a screenshot view** (or I can select different views):
? -WHO's (which clients) PAYMENTS are coming up soon (and WHEN),
? -WHO's payments are due this current *week*,
? -and who's payments are PAST DUE (maybe they have a red flag next to their names or something, or they are colored red, so you can quickly see at a glance). I would like these to be color coded in different colors so its easy for me to take a glance and see the status of clients and their payments.
? -Since the system will already know how much each client is paying and when their payments are due, the system should also be able to tell me, HOW MUCH MONEY I SHOULD HAVE or my 'Current Balance' , at the end of each week, and at the end of each month, so long as everyone gets their payment in on time (like a profit/income forecastor or cash-flow estimator). That way, I can just look at a screenshot view of a single Calendar Month (or multiple months) and see a figure at the end of each week, and then another figure at the end of the month (the bottom of the calendar month), so it will be easy for me to see in a visual format how much money I'm actually making and what money I expect to come in, every month and week.
**For LEADS**
** **
1. Ability to put the DATE of when I first contacted them in,
2. The "GOAL" DATE of when I want to close them by, as well as
3. The Product or Service that they're interested in, and the dollar $AMOUNT $ that I hope or am aiming to sell them on.
**With this information in the system, I would like the interface to be able to bring up a screenshot if I prompt it to that will show me:**
** **
1. WHO/What Leads I have currently in my 'Pipeline' that I'm working on closing
2. WHEN I should follow up with them again (I would like there to also be 'alerts' set up (or the ability to set them up) that would alert me when I should follow up with them again, as well as the ones who its time to follow up with next should be color-coded RED.
3. There also should be able to be a viewing option that would display all my current LEADS/Potential Clients and the estimated money each of them would bring in, on top of or alongside my CURRENT Clients and their weekly time slots and money that they are paying me. This would be displayed on a Calendar view (ideally in a different color). This way, I could easily see: How much my new income would be estimated at if I turned these leads into clients, and how much room I have to bring new clients on, and where they would go. I could easily see that if I already had my evenings booked up with my current clients, then I wouldn't have room for any new clients who wanted an evening session, for instance.
4. I would also be able to see when current clients' terms are ending soon, so I'll be able to know when I can start new clients. Also, since it will keep a running tab of my clients and the income they bring in to me, I will be able to see what the financial loss is to me (the decrease in my income) before a client's term is up, so I will know in advance that it's time to start looking for more leads and getting more clients in if I want to keep my income the same and avoid loss.
**Better Accounting & Management of Income & Finances:** I would also like a function that would *alert* me when I am about to or getting close to entering a financial 'danger zone' based on income from clients so I can prepare for it and prevent it from happening. Meaning, I want to input in the system a specific dollar amount (for instance, $1,200) that would be decided as my "Red Zone" Balance that would indicate to the system that I am in a financial 'danger zone' or I will be soon when some client's terms end, etc. Because the system knows all of the income that each of my clients bring in and what their end dates are, it would be able to calculate that on April 25th for instance, I will hit my 'Red Zone' because 3 clients will be ending that day. And the system will alert me in advance (or I will be able to see that it's coming). I would also like to enter in a specific dollar amount that would be called my 'Green Zone,' which would be a dollar amount of my choosing that would be my goal balance/income to reach per month ($3,000 for example), and the system would alert me when I am about to reach it or have reached it.
**Ability to create & send Invoices** (and have them pay me themselves through Paypal or credit card), AS WELL AS the **Ability to CHARGE the client's Credit Cards and set up *Recurring* Invoices AND Recurring Payments/Charges** from their Credit or Debit cards. I would like to be able to set up payment schedules for clients so I can just set it up and let it run, and I will be paid without having to create and send new invoices every time a payment is due.
**Better Time-Management:** Also, since I will be able to input/schedule client's session times and dates in advance in the calendar, I would also have there be a place to input 'Details' for each session (such as the agenda, goals for the session, and anything I need to prepare or do for the session, etc,) AS WELL AS the ability to include attachments & documents (where I would store the Homework for that session, for instance). I would like the system to also be able to send me an alert and EMAIL both 48-Hours before the session, so that I know what to prepare for, and would send an email to the CLIENT immediately AFTER the session, to send the client the Homework & documents for that session. This would automate the process so that I can quickly see what I need to do and prepare for for that week for my client's sessions, and it would send the Pre & Post-Session emails to clients so that I wouldn't have to send them each time.
**A Project Management function** or element (like a Chart that shows the client's progress week by week, and how many weeks/sessions they have left, how much % they are toward finishing or toward their goal and every session they have the system would automatically update the chart or Barometer and their progress percentage.)
프로젝트 ID: #3732891
프로젝트 소개
이 일자리에 대한 프리랜서 6 명의 평균 입찰가: $130
