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Customize Microsoft Outlook contact management

I am the broker/owner of a small (currently only me) real estate brokerage trading in southern Ontario, Canada.

I need a simple CRM solution for my business. I have tried several cloud-based solutions but none was a good fit to my simple needs which are focused on contact list management and direct (email) marketing.

(I am well-informed about CRM applications. Before moving into real estate, I worked in marketing for many years where I was involved with five different CRM implementations.)

I believe that the best way to meet my needs is to do some limited customization to Microsoft Outlook to achieve the following:

• Add up to 10 custom fields contact fields

• Create views using and filter on these custom fields

• Import/export contacts including these custom fields

• Create mail merge documents in Word using these custom fields

I use Microsoft Office 365 with email through Microsoft’s Exchange Server Business service. I run Outlook on a PC and on a laptop, both in a Windows 10 environment.

Having worked earlier in product management for a software and hosted solutions company, I have a good, high-level understanding of technology and programming issues, but at a practical level, I know just enough to be dangerous.

I am looking for someone who can do the custom programming in Outlook to implement the kind of needs I described above.

Kemahiran: Visual Basic untuk Aplikasi

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Tentang Majikan:
( 0 ulasan ) Canada

ID Projek: #15500494

6 pekerja bebas membida secara purata $661 untuk pekerjaan ini

maverick44000

Hello, I am the highest rated Outlook Add-in developer and can develop a customized Add-in for your needs. Please discuss details via chat. Thank you, Usman Relevant Skills and Experience C#, Outlook Add-in Propose Lagi

$1200 CAD dalam 8 hari
(14 Ulasan)
5.2
abhinovpankaj

I have been working as freelancer since last ~ 5 years,prior to this was working with a MNC as an Sr. Software Professional. Relevant Skills and Experience VBA and Excel,Word,Office Applications -- Expert on C# usin Lagi

$622 CAD dalam 10 hari
(14 Ulasan)
4.3
lukaszoz

Hello, I'm a developer with over 5 years of experience and work as a regular .Net developer on daily basics. I work with technology like : 1) Access and whole office stack (Excel, Word, Outlook) in terms of V Lagi

$550 CAD dalam 10 hari
(4 Ulasan)
3.2
AndrejStastny

Hi, I am a senior Office developer. I can do this using VBA or VSTO. Thanks. Relevant Skills and Experience VBA, VSTO, C#, VB.NET Proposed Milestones $666 CAD - Later

$666 CAD dalam 10 hari
(0 Ulasan)
0.0
skilldev

Hello, Thanks for posting this project. Here we read your requirement and understand it. We have some queries . So we want to discuss with you. Relevant Skills and Experience Please message us then we can discuss in Lagi

$370 CAD dalam 10 hari
(0 Ulasan)
0.0
$555 CAD dalam 10 hari
(0 Ulasan)
0.0