Looking for a CRM and custom quoteing/proposal generated from specific prospect data entered. Quotes need to pull data from class code insurance workers comp rates master file and generate the proposal in pdf. In addition to insurance rates, employee count, payroll wages, employer taxes and other fees will be needed as well.
Sales pipeline reports are important
Emailing per user is important
Calendar follow up reminders
Use of service providers platforms already built is ok as well, as long as cutome quoting program can be integrated
I have an example program I can show you via webex meeting
25 freelanceria on tarjonnut keskimäärin %project_bid_stats_avg_sub_26% %project_currencyDetails_sign_sub_27% tähän työhön
I can create a custom quoting program for you. I have 8+ years of experience in development. I assure you to give 100% quality work. Let us discuss and proceed further in chat.