Customize Microsoft Outlook contact management

Closed Posted 6 years ago Paid on delivery
Closed Paid on delivery

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.

Visual Basic for Apps

Project ID: #15500494

About the project

5 proposals Remote project Active 6 years ago

5 freelancers are bidding on average $659 for this job

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 More

$1200 CAD in 8 days
(14 Reviews)
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 More

$622 CAD in 10 days
(23 Reviews)
4.6
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 More

$370 CAD in 10 days
(0 Reviews)
0.0