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CRM enhancement

- sales Login

- sales <>Customer relation management

- client Login

- client registration flow

- Checklist report for trace document in the registration flow (sales/admin)

- Document upload for account opening, all signed purchase docs by CRM users (admin/ sale)

- Commission system (received income - commission pay to sales = sales report, sales commission report , supplier incomes, client payment income )

- Mass email to all clients (with no scheduling) - annoucement

- Host on Google Cloud Platform, providing Google-Level security, unlimited bandwidth & storage

- Client Contact information

- Client Birthday reminder, list of birthday of client with access control (admin/sales login )

- client follow up notes (text only, with history and time)

- Products lists (General Insurance, Investment, Bonds)

- Product Provider (suppliers ) Contact Information

- buy , sales Transactions record & history ( client /sales / admin login can view )

- transaction record Reports, monthly, annual

- input excel into client valuation Report (Valuation, Gain/ Loss)

- Product renewal alerts set up

- Import/Export Excel functions for Data base, transactions history

- Working schedule for each login (sales /admin) includes calendar event operation, with clients meeting schedule

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

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

Project ID: #22194998

26 freelancers are bidding on average $47/hour for this job

emizentech

Hello I can be an ideal candidate for this project as I have developed 800+ Websites and applications. I can assure you about the best quality of the work as I have vast experience in complete WEB DEVELOPMENT. I a More

$50 HKD / hour
(571 Reviews)
8.9
r4rony

== [login to view URL] (CRM) == [login to view URL] (Containing CRM feature)

$41 HKD / hour
(187 Reviews)
8.5
bhardwaj786

Hello, I have came across with your requirement and will assist you with the CRM enhancement which you listed, I have worked on many CRM i.w ZOHO, CIVICRM etc. and I am confident to provide you a website with latest More

$45 HKD / hour
(611 Reviews)
8.6
workspaceit

Hello there, This is Tahsinul Alam, CEO of Workspace InfoTech Limited. We have 52 engineers in 14 teams who are serving the world wide client in different ways. Our expertise are given below: Technology: ----------- More

$41 HKD / hour
(56 Reviews)
8.0
abstractsoftweb

[login to view URL] (CRM) [login to view URL] (CRM) Hello there, Hope you are doing Great!! We have experience in CRM system [login to view URL] need to make some changes in your existing CRM [login to view URL] More

$20 HKD / hour
(147 Reviews)
7.4
LynchpinTech

Greeting. We are running web design and mobile app development company. 5+Years experience team. Sample of work: CRM [login to view URL] Admin: antonio12 @ [login to view URL] (Remove space before and after @ un More

$60 HKD / hour
(31 Reviews)
6.9
erashrafkamal

Dear Employer, Hope all's well..!! I have gone through your job description and found my skills best suited for this project. You can hire expert Web developer for CRM enhancement. We are having hand full of experien More

$60 HKD / hour
(44 Reviews)
6.6
Agiletechstudio

Hi there, I read your initial requirements and I have some questions regarding your CRM enhancement project. please send me a message so that we could discuss it further.

$25 HKD / hour
(58 Reviews)
6.7
LogicaTechnique

Greetings,

 Good Day. As mention in project details, I can see that you want to design & develop a CRM portal with your requirements. We are well experienced with developing CRM/ERP/CMS. We can give you a more user-f More

$25 HKD / hour
(34 Reviews)
6.4
lavizsolutions

Hi there,   Greetings, kindly share me some details so that can estimate time and cost.   Please check once.. 1. Case Management system. [login to view URL] you can create activ More

$66 HKD / hour
(25 Reviews)
6.6
rgvwp

Hi, Greeting I hope you are doing well and have time to read my proposal. ======== Here is my company Profile and Mobile Apps profile [login to view URL] https://dr More

$41 HKD / hour
(23 Reviews)
5.7
navjootkaur

Dear Client, I have read your project description. Working with UX/UI methodologies is my passion. I have strong Front End designing & development skills that I have been offering from last 6 years. I have strong HTML More

$45 HKD / hour
(108 Reviews)
6.0
furqanpasta

Hello Hiring Manager, I have gone through your job post. I am interested to build up CRM. As we have done different CRM related to your requirement recently. They are customizable [login to view URL] we are able to add up so More

$41 HKD / hour
(3 Reviews)
4.8
poojaexpertz

Hello sir, After reviewing your post, I am very interested in that due to my experience. I'm expertise in php, core php, CMS, HTML5, bootstrap, wordPress and many other technologies. I have 8+ year of experience in de More

$41 HKD / hour
(26 Reviews)
4.9
knacktechs

Hello Sir, We customized your requirements in Odoo ERP. I have great experience in ODOO/open ERP Implementation and Customization, Custom Addons, Custom script reports in Odoo Payment gateway, SMS integration, having More

$40 HKD / hour
(1 Review)
4.1
codestar0714

Hi, I am Jin. 12 years of proven expertise in CRM and ERP Software selection, implementation, development, customization, maintenance, training. Professional Experience ERP/CRM/Ecommerce ... support and maintenance ro More

$60 HKD / hour
(7 Reviews)
3.5
ShyamFutureTech

####NOTE: "We have a readymade solution".#### ## NOTE: I'm a part of "Shyam Future Tech LLP" and We are an ""ISO 9001: 2015 Certified Team."" Dear Project Owner I have gone through your posted proposal as you want t More

$25 HKD / hour
(5 Reviews)
3.6
workspaceitaus

Hello there, This is Tahsinul Alam, CEO of Workspace InfoTech Australia PTY Limited. We have 52 engineers in 14 teams who are serving the world wide client in different ways. Our expertise are given below: Technolog More

$142 HKD / hour
(4 Reviews)
3.6
websiteappdev

Hello, I have 10 years of experience in Mobile Application Development. I am a Web Professionals including Design, Programing, QA, SEO experts along with highly qualified and experienced skills. Android apps: https:// More

$41 HKD / hour
(5 Reviews)
3.2
AbacusSolution

Can we please share access of your current CRM application for our review ? Can we look at database schema for our review ? We have created numerous SaaS based ERP/CRM applications from scratch and we would like to More

$16 HKD / hour
(0 Reviews)
0.0