Project Title: Comprehensive CRM Dashboard Development for Order Management
Project Description:
We are looking for a skilled freelancer to build an Admin & User Panel CRM Dashboard involving Clients, Agents, and Support Teams. The system will streamline order processes and enhance communication.
1. Dashboard [Homepage]:
New, unassigned, assigned, completed, and rework orders displayed on different tabs.
Allocator Agents showcased with assigned, rework, and completed orders, along with word counts.
Live Orders Page (4 Tabs):
Unassigned Orders:
Order IDs, Subject Name, Tutor and User Deadlines, Allocator Name visible.
Assigned Orders:
Order IDs, Subject Name, Tutor and User Deadlines, Agent Name visible.
Rework Orders:
Order IDs, Subject Name, Tutor and User Deadlines, Agent Name visible.
Completed Orders:
Order IDs, Subject Name, Date of completion, Agent Name visible.
2. Agents List Page:
Details of Registered Agents with Expertise.
Name, Email, Phone, Username, Password, Team, Rating, Reference, KYC Details.
Bank Details:
Primary and Secondary Account Details.
IFSC, Account Number, Account Holder Name, Identification Files Attachment.
3. Invoice Page:
Support updates invoices, visible to agents.
Order ID, Tutor Name, Submission Time, Delay in Delivery, Amount, Deduction, Comment, Total Payout.
4. Moderation Page:
Support approves messages sent by/to clients, visible upon approval.
Post on Freelancer.com:
Title: CRM Dashboard Development for Order Management
Description:
We're seeking an experienced freelancer to develop a user-friendly CRM Dashboard for our company's order management system. The dashboard will empower Admin, Users, and Clients to track ongoing, completed, and rework orders. Key features include:
Dashboard [Homepage]:
Display new, unassigned, assigned, completed, and rework orders.
Showcase Allocator Agents with order details.
Live Orders Page (4 Tabs):
Unassigned, Assigned, Rework, and Completed Orders with relevant details.
Agents List Page:
Registered Agents with expertise and comprehensive details.
Bank details for payment processing.
Invoice Page:
Transparent invoicing visible to Support, Agents, and Finance Team.
Moderation Page:
Streamlined message approval process.
If you're an expert in dashboard development, submit a detailed proposal addressing each feature. Provide your experience, understanding of the project, and a realistic timeline. We look forward to collaborating with a skilled professional.
I'm seeking a proficient developer to create a multifunctional CRM dashboard that revolutionizes how we manage our business operations. Potential candidates should have a robust track record in developing similar systems and a keen eye for detail.
Key Features Required:
- Order Tracking: Implement a system for real-time updates on order progress, send automated status notifications to relevant parties, and maintain a comprehensive order history log.
- Agent Management: Develop a platform where tasks can be assigned to agents seamlessly, monitor their performance metrics efficiently, and facilitate direct communication between agents, clients and management.
- Invoice Management: Ensure the accurate generation, tracking, and storage of invoices to streamline financial operations.