buy CRM with functions includes insurance /investment & commission report
Bajet $2000-6000 HKD
- Freelancer
- Kerja
- PHP
- buy CRM with functions includes insurance /investment & commission report
want to buy CRM & do modification to fit for our requirement , includes data input & testing
1. Add our co logo with 3 login level (admin, staff, clients ) for CRM , add into our websties
2. login can edit profiles, set password , do registration , upload documents with list out items
3. keep existing CRM functions eg search functions, dashboard , set up , report etc
4. Client contact , supplier contact , product list with our required list of items included eg corp ac, individual ac, corp ac , sources with sort out functions
4 includes upload , download excel & documents upload functions
5 calenda for working task, event, birthday reminder, renewal premium reminder
6 mass email for annoucement
7 report includes commission (income & expenses ) , sales activities report, client investment report , profit & loss report, renewal alert report
8. pending report , task follow up , Client follow up notes (text only, with history and time)
9 investment / insurance buy , sell , transaction history , profit & loss valuation report
10. can set up upload excel to update those investment valuation report
11 EDM function
12 Print daily / monthly report by catalogue.
13 report sort by e.g. Prospects/clients/individual /corp. Active/suspense account
14 report By transactions /code , report By sales / clients ID
15 commission report sort by overdue 30/60/90 days, by insurance / investment account
16 By valuation by payment , cash ,cheque /cr. Card, by policy etc…
56 pekerja bebas membida secara purata $5078 untuk pekerjaan ini
Hi, We can definitely develop CRM for you we have worked on many CRM before which you can visit here: [login to view URL] [login to view URL] (Specialised for Realestate ) Let's connect over chat, di Lagi
Greetings! We can read through the job details extremely carefully and absolutely sure that we can do the project very well. Surely, we are ready to help you to do modification, with the following requirements: 1. A Lagi
With Freelancer Preferred badge bound to give 100% Quality (Let's Chat) Hello, A great team is here for your service!! I read the project description properly, and I agreed to fulfill 100% of all your requirements. Lagi
hello, How are you? yes I read your description .i can do this .i have CRM With all functionality as per client need . i do custom work if you want i can build and also implement as per you need with admin, staff, Lagi
Dear client, Greetings of the day!! I just have seen your project post and requirement. Here you need to build CRM and also do some modification mentioned. I Pleased to Inform you that I have recently done similar CR Lagi
[login to view URL] (CRM) [login to view URL] (CRM) Hello there, Hope you are doing Great!! We have gone through the your project [login to view URL] are currently working on similar CRM system [login to view URL] need Lagi
Hi, I am Wordpress Woocommerce, PHP Expert i can do your task easily i have read your job post and i am sure, i can do that, i have more than 12 years experience in designing & development. Work: https://ironsidecom Lagi
Hello, First of all, its my pleasure to bid on your project, I have gone through your requirements. We are a highly skilled team to provide you the best experience. We are ready to work on it as soon as you will award Lagi
Hi I am a technical evangelist, developer and can do this task for you. I have more than 15 years of experience in software development and am a microsoft certified professional.I have strong work experience in React,R Lagi
Hello Sir, I am expert who understands the value of time. I pride myself in my attention to detail. I am very hard working and aim to deliver in less time than quoted. I want to make you, my employer happy without cha Lagi
Hi. I’m senior full-stack developer and I can do your project successfully. My talent and trustworthy will make your project meet success. I hope to contact soon. Thank you. Alex T
Hello Sir/Mam, I have read your post requirement for the " ". Now I have some questions to clear the things for this project. I am full time freelancer and have experience in IT web development of 8 years. Portfolio h Lagi
Dear Sir/Madam, Because good at those skills: PHP, HTML, Microsoft Access, CRM. I would like apply for this job I always: - Do project fast as possible. - Charge a reasonable cost. - Provide Quality Produ Lagi