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I need a custom CRM web app and database

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Further question details We currently manage large customer and prospect lists in multiple Google Sheets and Excel. We want to migrate this into a cloud database. We do not current have a database setup, so we will need to create one based on an example customer list and handle migration of our lists into the database. We will need a web user interface to perform create/read/update/delete...

How do I customise my Weebly theme?

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Additional details of question I’m looking to update the design of my Weebly website so that it looks nice for mobile viewing. Should I buy a custom Weebly theme or update one of the existing Weebly themes? Answer A problem that we hear about with Weebly websites is that people aren’t confident to update the design themselves and “build” a more modern Weebly theme using...

What software should I use to build an online property development database?

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Further details of question We currently manage a large database of property developments in an excel file, but we need to migrate this to a bespoke database, which will give us more flexibility to build our business processes around the data, and to add more columns and related items, such as photos, files, notes, version history, edit user permissions, etc. We currently manage our data in...

How do I create a membership-based website with online quiz content?

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Further details of question I’d like to setup a website on WordPress but am unsure how to do it myself. The website will have multiple quizzes and members will have to pay to access these, there will be a new one added 3/4 times a year. Members will be able to sign up for a free quiz, but will have to pay to access the full quiz (most current). They will also have the option of paying for a...

How do I create a closed, private service provider, member portal?

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Further details of question You are looking for someone to develop a website/web app that will have the following features: 1. Closed membership access platform consisting of members and service providers. 2. Members to be able to view services providers when accessing the backend/locked content and view their offered services/profiles 3. The ability for the members to order services from these...

What is the quickest way to launch a website?

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Great question! If you need a website launched by this afternoon, then you have a few fast website builders to choose from. We’ll start with the super simple web page builders through to the more feature-rich builders: Simplenote – it doesn’t get much simpler than writing your notes down in Simplenote and then clicking the publish as a webpage option. Carrd – another free...

Should I map out my customer experience in a diagram or on a whiteboard for our team?

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I love that you’re open to viewing the work you do through the eyes of your customer! It is truly rare and I’ll explain why it’s rare before answering your question. Consider my local medical centre. You walk in the front door, past a hand-washing station (is that for me?) and you’re greeted by a desk to the right, a large door to the left and two corridors. Which one do...

What the best software for creating webforms that send info to my project management software?

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There are three main ways for you to have information flow through into your project management system: Using the email-in feature to send data to a particular workspace, project or client record Connect a webform builder like Typeform and have the information emailed in or synced using Zapier Use the webform feature that comes with some project management software systems Side note: The main...

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