Find Jobs
Hire Freelancers

Develop A CRM & reporting system

£10-15 GBP / hour

Closed
Posted about 10 years ago

£10-15 GBP / hour

We are financial advisers and mortgage brokers looking to develop a end to end CRM system which will include managing customer leads, fact find process, maintaining records for contacts purposes and running various reports. The system will include back office and actual front line sales. Looking to develop it online with a customer intranet where clients can upload any documents required.
Project ID: 5572618

About the project

14 proposals
Remote project
Active 10 yrs ago

Looking to make some money?

Benefits of bidding on Freelancer

Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
14 freelancers are bidding on average £14 GBP/hour for this job
User Avatar
A proposal has not yet been provided
£15 GBP in 20 days
5.0 (29 reviews)
5.7
5.7
User Avatar
Hi This is sunil and i am a certified salesforce CRM developer. All your requirements can be done using salesforce CRM. Looking forward to have a small demo with you on this. Thanks in Advance.
£11 GBP in 10 days
5.0 (2 reviews)
2.4
2.4
User Avatar
Hey We have experience with CRM application . We can developed the system for you . Also if you like use any existing system we can also customize it . It will be more cheap for you Thanks Samik
£13 GBP in 20 days
5.0 (1 review)
1.4
1.4
User Avatar
A proposal has not yet been provided
£13 GBP in 1 day
0.0 (0 reviews)
0.0
0.0
User Avatar
Hi I have read your project and got your requirement . I have some questions regarding the project . Let me know if you have some time to discuss the details further . I have already developed similar system. Please check my reviews. Looking forward to hear from you. Thanks & Regards Mrinal
£13 GBP in 20 days
0.0 (0 reviews)
0.0
0.0
User Avatar
Hello,___Thanks for your breif on your company. It will surely help to analyze the modules required for CRM. ____ UNDERSTANDING ----> You need a CRM for your company which is a financial advisers and mortgage brokers firm. So it will have mainly two users: Admin and Employees (Sales person).{{ Now as you mentioned "develop it online with a customer intranet where clients can upload any documents required.", so are you refering to an interface to be used by clients as well? Please Confirm. }}____ Moreover, this system will have several modules, including, Lead Management, Document Management, Report Generation, MIS, Meeting Schedules, etc. Let's discuss in detail on modules you are looking for. QUERIES ----> 1) Would you prefer it to be delivered as a package or want it to be deployed on your server? --- 2) Do you have any technology preferences? --- 3) Would you prefer it to be developed from scratch or open to use existing CRM?____ 4) Do you have rough wireframes available? ____ Look forward for your responses to these queries, as this will allow us to evaluate on this CRM further. We have developed as well as customized several CRM applications in past. You can review them by following the link: http://showcase.otssolutions.com__ Username: otssales; Password: @ts4737__You need to access left panel of showcase.__We are 11 year old, CMMI Level 3, ISO 9001:2008 and Microsoft certified outsourced software Development Company.__ Look forward to hear from you. Regards, Prashant.
£12 GBP in 40 days
0.0 (0 reviews)
0.0
0.0
User Avatar
Kindly ignore the bid amount & time-line, it is just a placeholder, as we still need to receive more detailed requirements from you to finalize it. -------- Dear Sir, I have read your Project Description and do you have more detailed specs of your project for us to analyze and estimate? Look forward to hearing from you and talking to you further thru' Freelancer message board. Regards, YK LEADconcept
£30 GBP in 40 days
0.0 (0 reviews)
0.0
0.0
User Avatar
Hello, I have gone through the project requirements and interested in working with you. We have already developed a CRM which suits your requirements. I would like to present a demo of this system for you. Therefore, please revert me here for further communication. I am very much excited to discuss more about your project and would like to showcase our work done during a discussion. Also, we can work as per your preferred timings and time zone. Look forward to talking to you. Best Regards, Rutu Taranekar Staffing Manager
£10 GBP in 45 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED KINGDOM
United Kingdom
0.0
0
Member since Mar 18, 2014

Client Verification

Thanks! We’ve emailed you a link to claim your free credit.
Something went wrong while sending your email. Please try again.
Registered Users Total Jobs Posted
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Loading preview
Permission granted for Geolocation.
Your login session has expired and you have been logged out. Please log in again.