Zamknięty

Build a custom CRM / Database Solution

Custom CRM built

I am looking for a custom built CRM solution / Database, it needs to have four different login types.

- Referral Portal (Partners cna see limited information)

- Client Portal (Can submit an application and upload documents)

- Adviser Portal (Can see all owned clients and edit)

- Admin Portal (see all clients and edit)

For the most part of it we have software you can model off which will need slight adjusting,

STAGE ONE:

Build an interactive mobile friendly application from that is accessible to both Clients through their portal and our admin staff. I have an example of one I will share with you. Clients need to be able to complete the application online and the data needs to be stored instantly, so no need to save as you go. This would need to have a sync to google contacts to keep our contact list current and up to date. It will need to be able to send out SMS and encrypt a password for seamless login,

We need to be able to track the applications and move them in stages with a drag’n’drop type interface, so we can easily see what stage each application is at and which application needs extra work, and the ability to add fast inline tasks for each application that can be quickly assigned to workers.

Part of the portal needs to include some document management, depending on the answer in the application, we need specific records created which will ask for specific documents to be uploaded. Each record will have a description and an upload button for the client, and can be either accepted or rejected by the admin, similar to the below screenshot. Emails need to be automated reminding clients of which documents are still outstanding, and needs to sync to a file storage such as onedrive or dropbox. Once all files are completed they will need to merge into one file.

STAGE TWO:

The application needs to be formatted into a PDF and merged with the other uploaded documents into one file. Data needs to be pushed to 5-10 different excel spreadsheets which are then emailed out of the software with the PDF. A new record is created to track and manage the process, this will need to have email integration and be have templates and canned responses etc.

If you could estimate the hours you think would be involved as best as you can, and send any examples of similar products. I have logins I can share with you

Umiejętności: HTML, MySQL, PHP, Architektura oprogramowania, Projektowanie stron www

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O pracodawcy:
( 0 ocen ) Hamilton, New Zealand

Numer ID Projektu: #17238858

76 freelancerów przeciętnie składa ofertę za $24/godz. do tego projektu

winmaclin

Hi Jcamnz, We've reviewed your attached Screen shots. So, We will definitely help you to build your custom CRM database as per your needs with required features and functionalities like Log in, Admin portal, Client Więcej

$22 NZD / godzina
(953 Oceny)
9.5
designcreative1

Hi Sir, Thanks for reading my proposal. We would love to help you with your custom CRM solution building a mobile friendly web application. I have gone through your details and understood your requiremen Więcej

$24 NZD / godzina
(309 Oceny)
9.5
meet2amitvw

Yes i am having similar kind of experience which you are asking here..i build many custom CRM platform previously and can share demo as well in further chat if you are interested for discussing further ?

$22 NZD / godzina
(174 Oceny)
9.3
leadconcept

Dear Sir, I have read everything & understood the scope of this project. I have also discussed with my technical team lead to make sure that there are no issues, so we are good to go & ready to start this project im Więcej

$27 NZD / godzina
(108 Oceny)
9.1
codeguru786

Hi, I've read the project description and very confidence to develop the CRM solution. I'll provide you the dedicated PHP, front & back-end web development services and complete the site on given time. My skill set per Więcej

$21 NZD / godzina
(706 Oceny)
9.4
omsoftware

Hello, We are Professional Developers can definitely deploy the CRM for you. As we have deployed in past as per client's demand & would like to share with you. [login to view URL] //CRM// http://www. Więcej

$33 NZD / godzina
(179 Oceny)
9.1
r4rony

_AWAITING FOR YOUR RESPONSE_ Hello, I have checked your requirement for development of custom CRM / Database Solution which include the following functionality: -- There 4 user mode 1. Partner 2. Clie Więcej

$25 NZD / godzina
(197 Oceny)
8.5
bdsiddhi

Hi There, Greetings!! ✦ Are you looking for custom CRM system with 4 login types? ✦ We can surely help you to build a easy to use & modern CRM as exactly you want. ✦ We are also familiar with vTIger CRM, Sugar CR Więcej

$25 NZD / godzina
(218 Oceny)
8.5
SoftDevelopINC

Hello, I can handle this project because I worked with same requirements like is your, but unfortuabe the feature download PDF from data in admin of this site then I can't show you. I just can tell you I used https Więcej

$27 NZD / godzina
(269 Oceny)
8.6
drupaltonic

Hello, we have gone through the post and would like you to take a look into some of our works: [login to view URL] [login to view URL] [login to view URL] [login to view URL] Więcej

$22 NZD / godzina
(136 Oceny)
8.6
marchingantssl

Hi there, We have done similar CRM projects. I would love to show it to you. Lets have a chat to explore the opportunities. Regards

$20 NZD / godzina
(227 Oceny)
7.9
gopalvora

Hey there , My self Dilip i am website development expert . i have more then 8 years experience . Already worked with different different platform . As you wan to build custom CRM we are able to make for you . Więcej

$20 NZD / godzina
(525 Oceny)
8.3
point2solutions

Hi There, We guys are highly expertise for developing CRM for Sales, HR, Job management , School Management and many more kind of system and for following them we have developed HR management system like BambooHR and Więcej

$23 NZD / godzina
(48 Oceny)
8.1
SierraSoft

Respected Client, Hope you are doing well, I have just gone through requirements you are looking for an expert CRM Developer for CRM Solutions. I have already developed Market Place Website in Laravel. In this Więcej

$20 NZD / godzina
(98 Oceny)
7.6
contriverz

Hi there , Hope you doing great !!! Your given requirements review out very well and its should be performed out accordingly with topmost skills. My $kype contriverz1988 I am a full stack developer and havi Więcej

$20 NZD / godzina
(95 Oceny)
7.4
hiretechexperts

Hello, I have read the project description specified , but need to clear few things. So please click on Chat button to send a text message whenever you have time to discuss about the project. Now I am putting a placeh Więcej

$28 NZD / godzina
(38 Oceny)
7.5
iquallinfo

Hii, Thank you for such project post and I have good experience on this type projects. And good point is I am free enough to start now. I was read your project description you are looking for CRM. I was review Więcej

$20 NZD / godzina
(163 Oceny)
7.4
BigCityInstitute

Hi, client. I can provide your own ERP system by which you can control Inventory,Purchase, Sales, Human Resource, Customer management easily and fully. I'm a web developer,also a manager. And I'm doing ERP , MES s Więcej

$27 NZD / godzina
(71 Oceny)
7.4
fullymagento

Hello, Hope you are doing Great!! I have seen your requirement of CRM and analyze your description and i just want to inform you that we have develop many CRM applications, so please come for the further discussi Więcej

$27 NZD / godzina
(81 Oceny)
7.5
giahuy10

Hi, I've completed a lending system management similar to your requirements. I can help you to build this CRM. Please feel free to contact me so we can discuss more detail.

$27 NZD / godzina
(231 Oceny)
7.0