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CRM for Secure lending

$3000-5000 AUD

Closed
Posted about 6 years ago

$3000-5000 AUD

Paid on delivery
When a client contacts you for whatever reason, you need to make sure you have all their information at your fingertips. We require a CRM with comprehensive client file that easily and clearly lays out everything you need to know about your client history. This includes all their contact details, their Advisors such as their Accountant and Banker, easy access to all their Accounts and security items and all their transactions and documents. The system should have a reporting system to manage new leads and customers. An online applicaiton system for our website that is built in wordpress which intergrates with the crm. Functions to email proforma emails to clients. Automated email functions to prospects.
Project ID: 16436528

About the project

38 proposals
Remote project
Active 6 yrs ago

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38 freelancers are bidding on average $4,593 AUD for this job
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As i am core developer so having knowledge for making this kind of portal..i have developed many CRM/ERP portal from scratch for different business industry. can we discuss more on freelancer inbox to get detail understanding about project ? i have relevant skills and experience as per your project need...i can share some demo as well once i get proper scope.
$4,123 AUD in 45 days
5.0 (186 reviews)
9.4
9.4
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Dear Sir, I have read Project Description & get an idea about the CRM Application but really need more detailed requirements or list down all the high level features in a document to estimate it precisely, because based on the project description, it is hard for me to give you any estimate. Please click on the chat button for further discussion about your project. You may ignore the bid & once requirements are finalized, I will then give you firm bid. Look forward to hearing from you & start further discussion thru' private chat. Regards, YK LEADconcept
$5,555 AUD in 60 days
5.0 (122 reviews)
9.2
9.2
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I have good experience for CRM development. I can build you CRM with comprehensive client file. I can make CRM along your requirements. Let's discuss more in PM. Thanks.
$4,444 AUD in 30 days
5.0 (264 reviews)
8.8
8.8
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Hi Dear, Greetings! I am a senior CRM developer with 12 years experience also having a team of 90+ designers, developers, mobile developers, seo engineers, quality assurance engineers, Project managers etc who will work on your project. I have already developed different CRMs kindly inbox for the demo. I am very much comfortable in developing your CRM with comprehensive client file that easily and clearly lays out everything you need to know about your client history. This includes all their contact details, their Advisors such as their Accountant and Banker, easy access to all their Accounts and security items and all their transactions and documents. The system have a reporting system to manage new leads and customers. An online applicaiton system for your website which intergrates with the crm. Functions to email proforma emails to clients. Automated email functions to prospects. Share your site url please. Response awaiting, SH
$5,555 AUD in 60 days
4.7 (199 reviews)
9.4
9.4
User Avatar
Hello, we are interested in developing CRM for Secure lending. We have experience in developing CRM and ERP systems. Waiting for Your reply to discuss all details.
$5,154 AUD in 60 days
5.0 (335 reviews)
8.7
8.7
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Dear shanelreynolds20, I do have relative experience achieving something like yours "CRM for Secure lending" thusly I am expecting discuss and progress. Relevant Skills and Experience I have 10+ years of experience in CRM, HTML, PHP, Software Architecture, Website Design I can do this within your budget too $3000 - $5000 AUD if its all the same to you check more from here https://www.freelancer.com/u/mmadi.html?page=portfolio I am set up to work with you,kindly sitting tight for your response. Thankful and Regards, Mmadi
$3,500 AUD in 36 days
5.0 (52 reviews)
7.1
7.1
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Hi shanelreynolds20, I find myself eligible for this job since I am having 7 years of extensive experience Relevant Skills and Experience: I am Good at CRM, HTML, PHP, Software Architecture, Website Design Proposed Milestones: 4440 - We will discuss the milestones when you award me the job. shanelreynolds20, Please Send a message so that we can discuss more about this project
$4,440 AUD in 11 days
4.4 (52 reviews)
7.6
7.6
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Honorable Seniors. How are you? I have experience 7+ years in developing .NET, Laravel, node.js, angular.js, react.js and Python Frameworks Additionally, I have experience in Android and iPhone I will work for you all my best. Thank you in advance for your time and consideration. I look forward to working with you soon. - WordPress, Code Igniter, Laravel, Django - .NET, JavaScript, PHP, Node JS, Angular.js, React.js - C++, Java, C#, Python, Web Scrapping
$3,000 AUD in 30 days
4.8 (74 reviews)
6.7
6.7
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Hello Mate, Hope you are doing good. The deadline and cost mentioned is just a tentative one and we would be able to provide an accurate as soon as we finalize the scope of work and our estimation. I have gone through your requirement and at first glimpse looks like we can easily work on that as we have good experienced in working with similar CRM projects. Please inbox me so that I can send you files of some of our similar CRM works. Also have a look at our profile to get idea about our work quality. Our CRM Experience: 1. Integrated CRM with Microsoft CSP(Partner Center). 2. Integrated CRM with QuickBooks and also worked ADX Portal. 3. Plugin development, work flows and ribbon work bench 4. Dynamic CRM Web portal with Azure We have expertise in following technologies:- • MVC Framework • Angular JS • C# • knockout.js • RESTful Service • ASP.NET • DotNetNuke • Web API • MS SQL Server • MS Dynamics CRM • Azure/AWS Cloud Computing • Scrum Methodology Benefit you will get while working with me, * 24*7 Availability on Skype & all messengers for meeting and talk. * Daily progress report & QA. * Ready for long-term relationship. * Committed to fulfill all your requirements. * Best Quality Work We are a team of 100+ people with offices in UK, Australia, and India. We believe in high quality with affordability. Looking forward to working with you. Regards Ramesh
$3,000 AUD in 45 days
5.0 (33 reviews)
6.7
6.7
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I can do this task for you with one year support. Waiting for your message to discuss the project scope. .
$3,000 AUD in 30 days
5.0 (35 reviews)
6.4
6.4
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Hello! I'm Dima Linnik. My main specialty is web design. I also have a team of experienced front-end and back-end developers. Together we create large projects, sites on a turn-key basis. I guarantee you the highest quality of work, timeliness and total commitment. I will be glad to help you! Skills: Web Design
$5,000 AUD in 30 days
4.9 (16 reviews)
6.3
6.3
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Hello Man, i'm CRM developer for many years ago i have already participate in many CRM/ERP projects trust me i can give a quick a good jobs Regards Omar
$4,444 AUD in 10 days
4.9 (39 reviews)
6.1
6.1
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We have reviewed your requirements and we want to offer you a solution. We can help you design and build an automated CRM platform which is secure and beautiful as per your requirements. We are a Technology Consulting Startup that has done leading work in USA for the last three years having developed some of the most complex and sophisticated projects available anywhere. We have expertise in all the technologies required for developing a very user friendly, highly secure and scalable integrated web and mobile platform. We have done some of the toughest, most high-profile projects recently in USA. We have presence in both USA and India and can provide you with 24/7 development to deliver quick results. While so far, we have worked for large clients on large complex projects, we are now looking to provide high end innovative services to smaller companies and startups to truly "disrupt" and improve the technology consulting industry. Please check our portfolio to get an idea of the kind of work we do. Our specialization is to provide the highest end technology services at very affordable rates. We would love the opportunity to discuss your project further, and can get started right away. While we are well established, we are new to this site and are happy to provide significant discounts on our services. We look forward to hearing from you.
$4,444 AUD in 30 days
2.9 (2 reviews)
5.3
5.3
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Dear Valued Employer, I can add value to your project, by suggesting new ideas. I am fast and reliable. For further understanding why I am the right firm for your project, kindly check my profile, reviews, rating and portfolio. With over 10 years of cross-functional experience, and helping clients world wide with diversify team, I provide genuine and innovative solutions as per your circumstances and requirements. I am MBA-Finance, M.A-Economics, and Qualified Chartered Accountant. If you feel to discuss more before you award me the project, you can send me the message. Kind regards, Rakesh
$4,444 AUD in 30 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of AUSTRALIA
Sydney, Australia
5.0
1
Payment method verified
Member since Nov 5, 2016

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