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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…

Taidot: PHP, Asiakkuudenhallinta, MySQL, HTML, Microsoft Access

Tietoa työnantajasta:
( 0 arvostelua ) Central, Hong Kong

Projektin tunnus: #22277697

56 freelanceria on tarjonnut keskimäärin 5078$ tähän työhön

arhamsoftltd

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 Lisää

$10000 HKD 30 päivässä
(180 arvostelua)
9.2
wpoppo

Hello, Apropos your requirement, you need to buy CRM with functions includes insurance /investment & commission report, we have shared our company portfolio please go through it: We have a team of professional Full S Lisää

$6000 HKD 70 päivässä
(206 arvostelua)
8.4
r4rony

Hello, Work Samples of CRM: [login to view URL] [login to view URL] [login to view URL] [login to view URL] Lisää

$4000 HKD 70 päivässä
(200 arvostelua)
8.6
nuked24

Hello, We are experts in designing as well in development. We will provide you the quality of work. We will provide you our best. We want a long term relationship with you. Please choose us and provide a chance to wo Lisää

$2000 HKD 20 päivässä
(189 arvostelua)
8.8
OutsourceMan

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 Lisää

$5000 HKD 7 päivässä
(389 arvostelua)
8.2
latatestTech

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. Lisää

$4665 HKD 10 päivässä
(179 arvostelua)
8.1
infowider11

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, Lisää

$8000 HKD 7 päivässä
(147 arvostelua)
7.9
point2solutions

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 Lisää

$2500 HKD 20 päivässä
(50 arvostelua)
8.1
abstractsoftweb

[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 Lisää

$4000 HKD 15 päivässä
(151 arvostelua)
7.4
CodeWolves

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 Lisää

$15000 HKD 7 päivässä
(180 arvostelua)
7.7
technovicinity

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 Lisää

$4000 HKD 30 päivässä
(85 arvostelua)
7.1
shaktistanwar

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 Lisää

$6000 HKD 7 päivässä
(41 arvostelua)
7.1
codemile

Hi, After checking the project spec your business aim and basic requirement are clear to me. But I have to discuss with you the features in detail in order to prepare the SOW of this project. Please reply via chat to Lisää

$9000 HKD 45 päivässä
(34 arvostelua)
6.8
paris2785

Hi, there! My name is Paris, and I was glad to see that you're looking for an Access developer. According to your brief, you want to have an Access database. I will charge you $5000* and can deliver within five days (w Lisää

$5000 HKD 5 päivässä
(133 arvostelua)
7.0
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 Lisää

$5000 HKD 10 päivässä
(65 arvostelua)
6.5
YuriyStepanovich

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

$4000 HKD 7 päivässä
(9 arvostelua)
6.0
durgesh8527

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 Lisää

$2000 HKD 3 päivässä
(96 arvostelua)
6.6
dissind

Greetings from Desiredsoft Pvt Ltd! We are a team of young and dynamic developers having experience in web and mobile development. Work Expertise : -PHP related framework and CMS.(With 3-6 years experience) -Android/ Lisää

$4000 HKD 15 päivässä
(44 arvostelua)
6.2
Alka700

Hello Sir, I am the same freelancer for which you are looking and I am feeling happy to say that I am having 5+ exp in website design/development, CRM, MySQL and I love to serve my skills in this project, So please Lisää

$3000 HKD 7 päivässä
(62 arvostelua)
6.3
MyAwesomeTeam

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 Lisää

$4300 HKD 3 päivässä
(66 arvostelua)
6.2