Contact person: Subscription Sales Management Tool Development

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Location: Skopje, Macedonia

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I need a custom sales management tool for internal use. I want to keep track of businesses and their status

The tool will have users which will be added manually via the database from my end, for each one we'll store name, username and password and boolean on whether it's active.

For each business I want to track the following:
1. Name
2. City (Selection from a list of all cities in Macedonia)
3. Previous Software (this is a selection, I want to be able to add these directly in the database and pick from those)
4. Contacts (This is a list of phones related to that business. For each phone we'll keep
4.1 Contact name - Who owns the phone (text)
4.2 The phone number
5. Status (This is from a list of statuses that I will be adding manually in the database)
6. Onboard date (date when started using out software, possible nullable)
7. Subscription until (date until when the subscription is active, if not active is null)
8. Subscription amount (number)

Then for each Phone from #4 we should be able to insert communication logs. Each log will connect to the business, the contact it was made do, the date it was made, and text field for leaving a comment about the call, and the user of the system that made the call.

Additionally we should be able to schedule calls. For scheduled calls we'll need to track the Contact, and the date.

In terms of the UI we'll have

- Public facing login form
- Private area after login

The private area will have navigation with links to the following pages

1. Last calls - a page that will show the last calls made along with which user made it, which contact from which business, at what time and the comment left. This page should also show widgets at the top showing how many active subscriptions we have (businesses with subscription until is not null), total and per past software

2. Subscriptions (a list of businesses for which subscription until is not null). The table should be searched by business name, and it should show the amount they are paying, and the city they are from, and the onboard date.

3. Other Businesses (same as subscriptions but a list of businesses for which onboard date is null). Same columns but with one additional column for the status and filter for the status.

4. When item is clicked either from #3 or #4 it opens a profile page for that business. The profile page should have a sidebar with the details for the business such as the name, status, previous software, and everything else. The right content side should at the top show all scheduled calls for this business, and then a list all past call logs made, who made the call, at what time, and which contact from the business was called and the comment left.

The business profile should also have two action buttons "Log Call" which will open a popup to select the contact, date (default current date), comment) and "Schedule Call" which is similar as the previous but without option to add comment.

5. Scheduled calls will list an agenda of all calls scheduled to be made. a click on a call and it can be converted to an actual call.

6. Logout link

The tech stack should be React with [login to view URL] and some free MUI Theme, API also in [login to view URL], Postgres database. In the resulting project delivered I would only need to set database connection string in .env and do npm install ,and it should work

If you need some additional details before applying let me know before you apply." (client-provided description)