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Build up CRM

$240-2000 HKD

Dalam Kemajuan
Disiarkan lebih dari 4 tahun yang lalu

$240-2000 HKD

Dibayar semasa penghantaran
- Broker Login - Broker <>Customer relation management - Customers Login - Customer registration flow - Checklist report for trace document in the registration flow (broker/admin) - Document upload for account opening, all signed purchase docs by CRM users (admin/ broker) - Commission system - Mass email to all customers (with no scheduling) - Host on Google Cloud Platform, providing Google-Level security, unlimited bandwidth & storage - Customer Contact information - Customer Birthday reminder, list of birthday of customer with access control (admin/broker) - Customer follow up notes (text only, with history and time) - Products (General Insurance, Investment, Bonds) - Product Provider Contact Information - Transactions - Reports, monthly, annual - Report for per customer (Valuation, Gain/ Loss), calculate weekly when excel is uploaded - Product renewal alerts - Import/Export Excel (weekly, from the US HQ system) - Working schedule for each login (brokers/admin) includes calendar event operation, with customer linkage
ID Projek: 22193689

Tentang projek

12 cadangan
Projek jarak jauh
Aktif 4 tahun yang lalu

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Avatar Pengguna
We are reputed company we have experienced and professional website designer & developers. We are already completed many projects and websites last few years. We are expect in PSD To HTML, PHP, CodeIgniter, JavaScript, jQuery, Ajax, HTML5, CSS3, WordPress, Shopify etc with affordable price. WordPress Development: [login to view URL](WordPress Development) [login to view URL](WordPress Development) [login to view URL](WordPress Development) [login to view URL](WordPress Development) [login to view URL](WordPress Development) [login to view URL](WordPress Development) [login to view URL](WordPress Development) [login to view URL](WordPress Development) [login to view URL](WordPress Development) [login to view URL](WordPress Development) Shopify Development: [login to view URL](Shopify Development) [login to view URL](Shopify Development) [login to view URL](Shopify Development) [login to view URL](Shopify Development) [login to view URL](Shopify Development) [login to view URL](Shopify Development) [login to view URL](Shopify Development)
$2,000 HKD dalam 13 hari
0.0 (0 ulasan)
0.0
0.0
12 pekerja bebas membida secara purata $1,557 HKD untuk pekerjaan ini
Avatar Pengguna
Dear Hiring Manager, Hope you are doing great!! I have read your job post and your project is something I would love to work upon and explore my skills. I would like to know more about your project so please initiate the chat for an effective discussion and to avoid any kind of uncertainty. I assure you that you'll get all expected stuff like professional service with fast turnaround and work beyond & above your expectations. Skills: 1) Development skills: PHP & its framework, WordPress, HTML5, CSS3, Magento, Opencart, Woocommerce, Shopify, Squarespace, Joomla and various shopping cart integration,Angular.js,vue.js, Node JS, Payment gateway and REST APIs,JSON and XML, third party API integration, Salesforce, Hubspot, Zoho CRMs, and many more 2) Database: My Sql, MongoDB 3) Designing: Photoshop, Coral Draw, HTML5, CSS3, Bootstrap(Responsive), PSD to HTML, JavaScript, JQuery, Ajax I will be available more than 40 hours per week and able to start your project as soon as possible according to you. Kindly drop me message with project details and you can be rest assured that your requirements will be met in a better way to the top of your satisfaction. Looking forward for your quick response. Thanks & Regards
$2,000 HKD dalam 7 hari
4.9 (65 ulasan)
5.7
5.7
Avatar Pengguna
We have more than 10 years of experience in development, We have CRM with following features(We a share CRM credentials on chat) 1- Online Software 2- Master login 3- Other sub logins 4- Master login can active/inactive other profiles 5- Admin can watch other user login details 6- Admin can create a profile for consultants (Restricted access) 7- Admin can assign contacts to other profiles 8- Import and export excel sheet 9- Call back reminders 10 - Reminder always on profile page after login 11- Admin can delete/edit/add details 12- Extra notes by date and time 13- auto form fill for existing data We can customize design and development as per your requirement. Development: PHP,Mysql, Ajax,Angular.js Design: HTML, CSS, Jquery, Javascript using Bootstrap. For more reference work check our portfolio: https://www.freelancer.com/u/iwebphpdeveloper We look forward to your response. Please consider our proposal and initiate the chat so that we can discuss further and provide you the best solution. Thanks and Regards,
$1,800 HKD dalam 20 hari
4.8 (31 ulasan)
5.7
5.7
Avatar Pengguna
Dear Employer, I’ve carefully gone through your job posting on “Build up CRM”. After reviewing your requirements, As I see it you're looking for a CRM. I already build a CRM for finance management. I am available now to discuss more about this project. I believe we are best suited to provide you with the solution you're looking for that. With my combined 4+ years of experience developing these solutions, I am confident you will be most satisfied with the work we do. Recently I have successfully completed many of projects. For more on my skill and successfully finished jobs,please have a look on my Profile, Portfolio. I am very much interested in your project with all of your requirements. Let's clarify the requirement in details also if you want us to share our previous work let us know.I have a few questions about your project, please send me message so that we can discuss more. Thank you for your consideration, Best Regards, Yogesh
$2,400 HKD dalam 25 hari
4.9 (35 ulasan)
4.7
4.7
Avatar Pengguna
Greetings, my name is Ahmad. I am Head of Client Relations and a web-developer myself. I would love to have an opportunity to discuss your project with you. With over 5 years of experience in mobile/web design and development we are certain we will not only execute this job but exceed your expectations. Our Development Standards & Practices:- Our Portfolio is verified with excellent client feedback. We develop Retina Ready and responsive designs across all platforms (Mobile, Tablets & Desktop) + We make sure that we follow the latest coding standards. We do not want to bore you with a copy-paste proposal and because we believe in the saying "Actions speak louder than words", we will let our work do the talking, so feel free to look at our portfolio and if you like our projects, feel free to reach out to us. We have 5+ years of experience in Web and mobile development. Reasons to select us: - 100% Job Success rate. - Verified Portfolio. - 5 Star feedback - 100% client recommendation. - We have our own server and you will be able to check the progress on daily basis. We believe communication is key to any successful project, our dedicated client relations officers will make sure that you get updates on time and develop. This will enable us to make sure we communicate well and that both parties are completely comfortable with the scope of the project. Please let us know a time that works best for you and we'll make sure that we make ourselves available.
$1,120 HKD dalam 7 hari
5.0 (6 ulasan)
4.4
4.4
Avatar Pengguna
Hello Thanks to support this Build up CRM. It,s pleasure to prefer recommendation for my job first. So the important thing what i want to show you is i have deep and flexible experiences within web and mobile. Of course as you could get to know after you award me ,i am familiar with a number of technologies and ideas for those field i offered above. Through this case i can provide you all relevant ways to take this job and able to get a great goal from it. If you can have a kind and flexible opportunity for me,then i will strive for this job to be completed as well as you imagine. Thanks a lot again and i would do my best for you.....i promise.
$1,120 HKD dalam 7 hari
5.0 (3 ulasan)
3.7
3.7
Avatar Pengguna
⭐⭐5+ YEAR EXPERIENCE ERP/CRM DEVELOPER & CONSULTANT⭐⭐ I am working as a full time developer and consultant of CRM, with experience in the implementation of odoo in accordance with the commercial requirements of several companies. Relevant skills and experience :: *5+ relevant experience on CRM development * High Quality coding standard following PEP8 coding standards. *Development and update of the customised module according to the needs of the client *SAAS Implementation *Evaluation of business processes Selection of the right tool / modules according to business needs *Budget Implementation of the CRM product *Functional knowledge *Implemented 50+ CRM implementation This is my new account for an independent professional, but I have many years of experience in working with odoo technology and have good functional knowledge too. I have achieved more than 50 projects with clients in more than 20 countries. You can pay after the job is delivered to your utmost satisfaction. We can continue discussing on chatbox, where I can share my portfolio and other things
$1,222 HKD dalam 9 hari
5.0 (2 ulasan)
2.6
2.6

Tentang klien

Bendera HONG KONG
wanchai, Hong Kong
0.0
0
Ahli sejak Nov 7, 2019

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