Posted 6 Days Ago Job ID: 2086841 22 quotes received

Need CRM for Printing shop (Monday.com)

Fixed PriceUnder $250
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  Send before: June 10, 2024

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Programming & Development Database Design & Administration

**Scope of Work: Customer Relationship Management (CRM) Development for a Printing Shop**


**1. Introduction:**

This Scope of Work (SoW) outlines the requirements and expectations for the development of a Customer Relationship Management (CRM) system tailored for a printing shop. The CRM will be developed using monday.com and will integrate with Google Sheets and Gmail to streamline order management and customer communication processes.


**2. Objectives:**

The primary objective of this project is to create a comprehensive CRM system that efficiently manages customer orders across different departments of the printing shop, including embroidery, large format printing, offset printing, and digital printing. The CRM should facilitate order recording, departmental assignment, order tracking, and customer communication from order placement to delivery.


**3. Functional Requirements:**

The CRM system should include the following functionalities:

- Order Recording: Capture and record customer orders including order details, specifications, and deadlines.

- Departmental Assignment: Route orders to the appropriate department based on the type of printing service required (embroidery, large format printing, offset printing, or digital printing).

- Order Tracking: Provide real-time status updates on orders, including stages of completion and estimated delivery dates.

- Customer Communication: Facilitate communication with customers through automated email notifications at various stages of order processing (order confirmation, production updates, and delivery notifications).

- Integration with Google Sheets: Synchronize order data with Google Sheets to maintain a centralized record of orders for easy access and analysis.

- Integration with Gmail: Automatically trigger email notifications to customers using Gmail for order updates and delivery information.


**4. Deliverables:**

The following deliverables are expected upon completion of the project:

- Fully functional CRM system deployed on monday.com.

- Integration with Google Sheets and Gmail successfully implemented.

- User documentation outlining system functionalities and usage guidelines.


**5. Project Timeline:**

The project timeline will be determined in consultation with the freelancer and should consider the complexity of the requirements and the availability of resources. A tentative timeline should be provided by the freelancer during the proposal stage.


**6. Payment Terms:**

The payment for this project will be based on a single-project payment system and not on an hourly basis. The payment terms will be mutually agreed upon by both parties and specified in the contract.


**7. Additional Considerations:**

- The CRM system should be user-friendly and intuitive for both shop staff and customers.

- Data security and privacy measures should be implemented to safeguard customer information.

- The CRM should be scalable to accommodate future growth and expansion of the printing shop.


**8. Conclusion:**

This SoW outlines the scope and expectations for the development of a CRM system for a printing shop using monday.com. The successful implementation of this CRM will enhance order management efficiency, improve customer communication, and contribute to the overall growth and success of the printing business.

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