We current operate a business to business SAAS CRM system that contains information about the clients of each of the businesses that use our system. Each of these clients will have an email address stored in the CRM.
We require an app to be built for both IOS and Android that will allow a client to gain access and view information that is held on their client profile, by using the email address as the identifying login and with password protection.
The version that you will be commissioned to build will be a basic prototype and contain the Clients name, Email address, current income, next review date and their date of birth. Additionally, users of this new app will be able to set an alert to be be sent to them via notification on their apple or android devices at a certain time and a certain number of days prior to a key client date (eg the next review date).
The API connection and resources will be defined by other members of our development team and made available for you to call on as needed.
You will need to build appropriate login processes, screen views of information, settings of the notifications and all related pages. Storing of login credentials on the mobile device will also be part of the requirement.
Please feel free to ask any questions if these requirements need clarification.