Requires a system with the following capabilities:
Web based system that will enable clients to register, log in do quick affordability check, proceed to do funding application by completing their personal, company and purchase order details. The client should also be able to upload the required funding application documents on the system. Once all the fields of the application are completed and documents loaded, the individual applicant must be checked through credit bureaus, check if client or company owns property and also if the property is bonded. In addition, we need to link with South African Revenue services and check if the client is tax compliant. If all is ok, workflow can now move to checking and verifying the purchase order and quotation from client. Thereafter workflow moves to the credit committee who will assess and give outcome of the application. If approved, client must accept pre agreement quote. System should be able to generate contracts and client sign contract online. If all contracts are signed, we must ensure that the Escrow account has changed on the CSD central supplier database, The payment workflow will be followed by the payment of the deal and collections and management of arrears. System must integrate with accounting packages
Integration with third part systems - credit check
39 pekerja bebas membida secara purata R34317 untuk pekerjaan ini
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I can do your task as needed with one year support. Waiting for your message to discuss the project scope . In the bid amount , I can provide website , Android and IOS applications .
hello, I have already developed this kind CRM system with Codeigniter Framework. so no problem to implement your idea. Please contact me. Best regards. :)