Đang Thực Hiện

CRM & client portal

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]

Kỹ năng: CRM, Kiến trúc phần mềm, SugarCRM

Xem thêm: workflow android, web-based javascript spreadsheet, safari for android, safari browser for android, portal html5, portal for android, opera for android, opera android, mobile system architecture, mobile enabled website, mobile client architecture, internet explorer for android, internet explorer architecture, internet explorer android, enabled plus, customer workflow, chrome browser for android, browsers for android, blackberry architecture, android update download, android software update, android software download, android internet browser, html5 role, crm database software

Về Bên Thuê:
( 45 nhận xét ) plano, Panama

Mã Dự Án: #4553207

14 freelancer đang chào giá trung bình $3667 cho công việc này

leadconcept

Respected Sir, Thank you for taking the time to read our initial posting, we have read initial project description, so please see PMB for more detailed message. Look forward to hearing from you. Thanks, LEAD Thêm

$5150 USD trong 100 ngày
(32 Đánh Giá)
8.1
newgroup4u

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. Ple Thêm

$2736 USD trong 35 ngày
(120 Đánh Giá)
7.2
technosystem

For your Clients and CRM Portal project, Kindly compare my reviews and profile [url removed, login to view] with other providers, I am sure you will have no option to select me as your developer Thêm

$5154 USD trong 60 ngày
(11 Đánh Giá)
7.8
offshore9006

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

$5000 USD trong 40 ngày
(17 Đánh Giá)
6.1
WebsplinesCanada

Plz check PMB***websplines is a top Notch web and software solution Provider with 1500+ satisfied clients across USA, UK and Canada** Certified Software Quality Analyst (CSQA)

$4123 USD trong 60 ngày
(2 Đánh Giá)
5.8
qitsol

We are crm expert.

$3092 USD trong 25 ngày
(30 Đánh Giá)
5.9
buraqtech

Check your PMB for details!!!!

$3077 USD trong 38 ngày
(8 Đánh Giá)
6.2
unipixel

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

$2789 USD trong 30 ngày
(1 Đánh Giá)
4.0
syscomsolutions

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 Thêm

$3333 USD trong 35 ngày
(2 Đánh Giá)
4.8
veltrod

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 t Thêm

$2577 USD trong 35 ngày
(1 Đánh Giá)
0.0
hgdumaswalakk

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 wi Thêm

$2500 USD trong 40 ngày
(0 Đánh Giá)
0.0
aekpani

Hi pls check inbox

$2705 USD trong 25 ngày
(0 Đánh Giá)
0.0
djneth

I am ready to start your project in Joomla!

$1888 USD trong 10 ngày
(0 Đánh Giá)
0.0
gwebdesignplus

Hello sir/ma'am, we are a team of expert Designers & well skilled Programmers. We serve 24x7 all across the globe & would like to offer our services for your post. Let's start and get this done perfectly!

$2000 USD trong 40 ngày
(0 Đánh Giá)
0.0
krishcompusoft07

12+ year expert team ...plz give me few minutes for technical discussion with our technical head....plz check our sample your search end here...

$9793 USD trong 70 ngày
(0 Đánh Giá)
0.0
getveltrod

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 t Thêm

$2577 USD trong 45 ngày
(0 Đánh Giá)
0.0