CRM Development

Admin panel 2. Customer complete hard copy of file feed in pre selected (drop down) form with proposed loan, current residence address , email id , 2 reference , file source from , permanent residence addresses business details & address, staying since current location / city / office / accounting- earning source from to pass on form, last 3 income tax returns details , all contact number , email id All running & completed loan details , proposed loan starting emi date complete date Complete loan application form upload/ feed with loan lead to customer final payment done with customer to customer earning / accounting etc… 3. All hard copy of all doc scan or upload in customer data base with clear copy reprint facility customer id and with search bar (customer id – mobile number / vehicle number) 4. jawa base application 5. multiple pc and mob app access 6. mobile app having for 2 feature  upload scan or jpeg customer kyc and other from executive on their mobile app  upload sell vehicle through direct from app ( link with our current web to sell vehicle page direct upload  copy / synchronize all contacts to our panel to update and send msg to new offer scheme 7. insurance data upload ,premium calculator, renewal reminder / last premium / last commission / current commission / current insurer / last insurer / claim details etc… 8. many other features as discuss [Removed by Freelancer.com Admin] 9. accounting > commission earn , commission pass on to reffral, net commission, earn sources other earning, customer payment issue details cash , cheque , neft , other etc………. 10. birthday, anniversary reminder and auto send sms / email 11. all data export and import in multiple form 12. new scheme/ updation / offer etc message & email sending portal from single source through api for sms 13. current month file login/ in process panel 14. lead panel 15. to do task / meeting / chat box for internal staff / Group discussion / etc…… 16. attendance marking system and accounting for salary 17. contacts / data base upload, import & export from various sources direct upload / copy from mobile app user / for calling follow up / new business generate / new lead for our business with follow up sheet 18. lead management 19. many other usefull feature from ur end 20. update as come in our mind 21. gst invoice format for different as financer format numerical data 22. through gmail employee gps tracking (all employees use office phone with official office gmail id