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Lead Generation·1 week ago

Marketing Database: database allowing me to document and track potential and existing customers

Lead GenerationData Mining

Project description

Project Title: Build a Simple Parking Property and Sales Tracking Database

I am seeking a contractor to create a simple, user-friendly database for tracking parking properties, decision-maker contact information, sales opportunities, outreach activity, and follow-up dates.

The system should be easy to update, search, filter, and export. I do not want an overly complicated CRM.

1. Property Information Property name Property type Street address City and state Parcel number Number of parking stalls Brief parking facility description Current parking operator Property notes

2. Ownership and Management Contacts Company name Company type: owner, property manager, parking operator, or other Contact name Job title Email address Phone number Website Associated property or properties

3. Opportunity Assessment Opportunity status Priority level Estimated annual parking revenue Estimated contract value Current occupancy Current parking rates Estimated rate compared with the market Estimated labor requirement Patrol or enforcement revenue potential Heat map opportunity score Opportunity notes The heat map score can be a simple rating from 1 to 10 based on the overall quality and likelihood of the opportunity.

4. Contact Activity Property Contact Contact date Contact method Contact result Contact notes Last contact date

5. Follow-Up Tracking Next step Follow-up date Follow-up notes Assigned person Overdue follow-up indicator Calendar reminder or calendar view Minimum Required Views All properties Active opportunities Highest-rated opportunities Follow-ups due Overdue follow-ups Properties grouped by ownership or management company Preferred Platform Please recommend a practical and affordable platform such as Airtable, Monday.com, Smartsheet, or another simple database solution. The platform must support: Linked properties, companies, and contacts Search and filtering Dropdown fields Attachments and notes Calendar or follow-up reminders Import and export to Excel or CSV Deliverables Fully functioning database Linked property, company, contact, opportunity, and activity records Basic filters and views Simple heat map scoring field Follow-up calendar or reminder system Import template Brief instructions for use One round of revisions

Please provide examples of similar databases you have built, your recommended platform, total project cost, estimated completion schedule, and anticipated subscription costs.

$400
fixed price
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