Web crm / mobile appp / existing web host

Zaprto Objavljeno pred 5 letoma/leti Plačilo ob prevzemu
Zaprto Plačilo ob prevzemu

we are direct sales associate of bank and behalf of bank we sell loan product to the customer to provide best support and service we interested to develop online/ offline software & mobile app with some unique features which is cover all data storage , insurance renewal reminder, accounting , birthday anniversary reminder & many other feature software is make easy to access of our existing customer data with all relation details

basically we need CRM software in front end , which can take care of customer & manage customer data, insurance renewal reminder, accounting , birthday/ anniversary reminder and other features

customers auto renewal and also will get loan best offers on push notification and other things ,

1. 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 on call for more info call 9979880211

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. many other usefull feature from ur end

19. update as come in our mind

20. gst invoice format for different as financer format numerical data

21. through gmail employee tracking (all employees use office phone with official office gmail id

Grafično oblikovanje HTML MySQL PHP Oblikovanje spletnih strani

ID projekta: #18270632

Več o projektu

3 predlogov Oddaljen projekt Aktiven pred 5 letoma/leti