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CRM & client portal

$1500-3000 USD

In Progress
Posted almost 11 years ago

$1500-3000 USD

Paid on delivery
Attached is the workflow of the major operations of new clients. Additional general info below but again attached is the main info and workflow. : I. Customer Portal should provide users with the following: a. Features 1. New customer registration (automatic account creation -if possible- based on email addresses or special filed uploaded via an excel spreadsheet) 2. Access & update user data, ex: contract informations, personal informations, account informations. 3. Download generated PDF files and other documents uploaded by account admins. 4. Upload scanned documents for validation 5. Access reports 6. Issue requests b. Web interface The Customer Portal’s web interface will be accessible from the Internet based upon the user’s supplied credentials through website. Access will not be limited to a specific desktop browser but rather to relatively new versions of all major desktop browsers provided that they are javascript-enabled and HTML5 compliant. The web interface will be optimized for mobile access through Safari, Chrome, Opera and Internet Explorer Mobile plus a select few WebKit based system browsers (BlackBerry, Android, etc). II. CRM The Customer Relationship Management web application allows designated employees [account admins] to manage customer accounts and associated documents as well as transfer data to and from the CRM database. - CRM admin role - Account admin role - Customer account management - Document management - Reports III. Access limitations and other security considerations The CRM web application and database will run on a server owned and operated on our location. The Customer Portal web application will access the CRM database and run on the same server but will be accessible from the Internet [optionally via a SSL secured connection]
Project ID: 4553207

About the project

13 proposals
Remote project
Active 11 yrs ago

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13 freelancers are bidding on average $3,632 USD for this job
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Thanks for the opportunity created. Please check our profile to see our experience in handling projects of this volume. Also check PMB for the details about us and to find some of the previously developed projects. Please provide us the opportunity to work on this project with you. Thanks and regards.
$2,736 USD in 35 days
4.9 (98 reviews)
7.0
7.0
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Hi There!! We have gone through the description and attachments. We have skill-set to execute the job. Will appreciate if we can connect to discuss the assignment to make sure that we are on same page. - Thanks
$5,000 USD in 40 days
5.0 (18 reviews)
6.9
6.9
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Check your PMB for details!!!!
$3,077 USD in 38 days
4.7 (9 reviews)
6.4
6.4
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We are crm expert.
$3,092 USD in 25 days
4.7 (29 reviews)
5.9
5.9
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Greetings!!! We are glad to bid on your project and would be more happy if get a chance to work on the same. Please see PMB for details. Thanks Sonali@TeamUnipixel
$2,789 USD in 30 days
5.0 (1 review)
4.0
4.0
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Hello Sir, We have read your requirements and can ensure you that with the help of expert development team,we will provide you high level of satisfaction and support to gain your confidence. Please check PMB for our previous work. Regards
$3,333 USD in 35 days
3.9 (2 reviews)
4.8
4.8
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Hi pls check inbox
$2,705 USD in 25 days
5.0 (1 review)
1.8
1.8
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Hi, Veltrod Software services is a global software consulting company specialized in providing Mobile applications, Social media frameworks and eCommerce solutions. Leveraging best-in-class people, processes, and technologies, Veltrod provides high-quality software development and BPO services to independent software vendors and enterprises. We are specialized in developing Mobile applications, Search Engine optimizations, Social Network frameworks, Software Testing and ERP applications. We are pleased to take care of this project, if it is offered to us. We assure that we will work towards 100% client satisfaction. Thanks Vinoth
$2,577 USD in 35 days
0.0 (1 review)
0.0
0.0
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Swarm Consultancy is focused on providing well quality , 24/7 support as per client requirements. We have a highly qualified and experienced team of Data Entry Experts with accurate and speedy. Start business Tour with this project.
$2,500 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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I am ready to start your project in Joomla!
$1,888 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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12+ year expert team ...plz give me few minutes for technical discussion with our technical head....plz check our sample your search end here...
$9,793 USD in 70 days
0.0 (0 reviews)
0.0
0.0
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Hi, Veltrod Software services is a global software consulting company specialized in providing Mobile applications, Social media frameworks and eCommerce solutions. Leveraging best-in-class people, processes, and technologies, Veltrod provides high-quality software development and BPO services to independent software vendors and enterprises. We are specialized in developing Mobile applications, Search Engine optimizations, Social Network frameworks and ERP applications. We are pleased to take care of this project, if it is offered to us. We assure that we will work towards 100% client satisfaction. Thanks
$2,577 USD in 45 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of PANAMA
plano, Panama
4.8
47
Member since Apr 26, 2010

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