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Build up CRM

- 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

Skills: PHP, CRM, Software Architecture, MySQL, Microsoft Access

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About the Employer:
( 0 reviews ) Central, Hong Kong

Project ID: #22193689

14 freelancers are bidding on average $1486 for this job

dbuglab

Hello, I have read your requirements carefully and Surely I can build a CRM for you. Waiting for the response to start work on it. Below you can see a portfolio of my recent work: [login to view URL] (vtiger based More

$1120 HKD in 7 days
(186 Reviews)
7.5
phpdeveloper100

we have checked all details and ready to discuss. Please open Message box so that we discuss it in detail Expertise ================== - PHP - Cryptocurrency - Code Ignator - Magento - Laravel - Wordpress - Zen-cart - More

$1186 HKD in 20 days
(79 Reviews)
7.3
schoudhary1553

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 More

$2000 HKD in 5 days
(82 Reviews)
6.7
hiteshdvlpr8847

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 More

$2000 HKD in 7 days
(57 Reviews)
5.3
iwebphpdeveloper

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/inacti More

$1800 HKD in 20 days
(22 Reviews)
5.1
TechNavy

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 More

$2400 HKD in 25 days
(26 Reviews)
4.3
techanil79

I have build in CRM and that have all features that you have mention in description, ping me when you are here and will show you that. check my detail. Full-Stack Developer I am Enthusiastic, Dedicated, Intelligent More

$1600 HKD in 7 days
(18 Reviews)
4.4
wwwTom

Hello! I am very interested in your post project. While I read your description carefully, I was excited with feeling that I would be able to satisfy for your requirements in this job. We can negotiate on price/Budge More

$1120 HKD in 7 days
(13 Reviews)
4.6
BitzageTechHub

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 de More

$1120 HKD in 7 days
(5 Reviews)
3.8
popov4sa

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 cours More

$1120 HKD in 7 days
(3 Reviews)
3.7
samwebconsultant

Hello I have ready CRM software, Please come on chat so I can show your live demo. Thank you., Shekhar M.

$1000 HKD in 12 days
(10 Reviews)
3.2
cybeans

⭐⭐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 severa More

$1222 HKD in 9 days
(2 Reviews)
2.6
zexweb

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 More

$2000 HKD in 13 days
(0 Reviews)
0.0
mianirfan786

Greetings of the day!! I am Areeba Pervaiz Business Development Officer at Evision Techno services Pakistan. I've reviewed your requirements we have developed CRM solutions for general industries which almost are fulf More

$1120 HKD in 7 days
(0 Reviews)
0.0