I need a sort of simple client management program setup. It will be used by multiple companies to manage and send emails to their customers.
Features:
4 user tiers… Super Admin, Admin, Company Admin and Company User.
1) The super admin will be able to create and manage admin users and everything else below.
1) Admin users will be able to create company profiles and manage everything about those profiles and their users and data.
2) The Company admin will be able to add/edit/delete customers and Company Users. They will also be able to setup email blasts to all of their customers.
3) The Company Users will be able to add/edit customers and will be able to setup email blasts to all of their customers.
There will be a statistics page for the admins that will show how many companies are in the database as well as how many customers each company has listed. Links to comparison data would be nice as well.
The admin users will have the ability to send out an email blast to each company admin in the database.
Email blasts made by company admins and users will be limited to two per month. If they have already sent two emails in the last 30 days the option should not be available until that 30 day period expires.
It will need some sort of wysiwyg editor for the emails. I would like two, header and footer, that will be part of the companies profile and will always be part of the emails sent out and one that they use to compose the actual email.
Every email that goes out of the system should have a section at the bottom included that the admin can create. A centered, banner sized area is enough. The admins should be able to create and edit what will go into this section. There will also need to be a static Unsubscribe link on every email that goes out to customers, and a link to sign up for partner emails. This link will make it so they are included in every email blast by every company in the database. Once this is turned on they will also need to be able to unsubscribe to this function while still being able to receive emails from their original company.
Customer Data:
The customer data will have your standard fields (name, email address, phone, address etc..) but will also have sections for notes and a calendar to make appointments. For the appointments I would like a section on the main screen (the dashboard if you will) for the company users that shows a larger calendar and lists the appointments for each day in that month. They should have the ability to switch month views and each appointment should have a link to the appointment users data and notes. Once the appointment has happened the company user will need to be able to close the appointment, or cancel it if the customer canceled.
That should be about it. Please let me know if you have any questions.
Payment will be made either by escrow or at the end of the project.
Thank you for your consideration.
