Job Description Currently I have all of my clients information entered into an Excel spreadsheet. I want to be able to take the information I already have and integrate it into a database that will be able to generate letters to my clients using the information I have put in their spreadsheet. I also want to be able to generate reports based on the information in the spreadsheets. In simple terms I want to be able to pull up and see: what policies I have renewing in a certain month which clients have a home policy but no auto, or just an auto, or only renters, etc. I'd like for it to integrate with my Google calendar to update me as to client birthdays and other important dates. Such as when to follow up with a new lead. I want to be able to send templated emails and letters using the data in the client's file. Be able to print mailing labels If things go well I may even have this person take a look at my website and see if he/she can link it with the database somehow. Such as allowing a customer create their own file or use my site to store this database in "the cloud" so I can access it from my laptop or desktop. Add to Project Description Open Attachment Keywords: Software Project Management, os, google, doc, mac, access, spreadsheet, microsoft
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