I need to convert the attached into a web platform.
I need to be able to have the ability to view all prospect on the list
I need to be able to enter contacts with the fields listed under follow up calls.
This website needs to have the capability of sending mass emails. (if this is possible)
This website needs to have an admin page that creates accounts for employees to use. The admin page has all of the employees date on it.
This website needs to be easy to read. All information has to have the ability to be sorted by date/savings/.
All letters need to have the ability to be edited.
I need to be able to select as an option to show people who we are savings money, people that need to be requoted
I also need to be able to keep track of how many times each person was called, emails, and letters sent out, by a tracking system.
This website will have about 800 prospects entered into it a month I will have close to 4 sales agents entering prospects into the log each sales agent needs to have his own login. The admin login needs to have access to all sales agents data.
It's important the emails I send out come from my corporate email address I have to be able to choose the email address people see when the merged emails are prepared to be sent out in the masses.
For all the people we are saving money that we haven't sold we need to be able to hit the print button and then merge their information into the letter so we can then mail it out in a window envelope.
The current lead tracking log that is posted above keeps track of all of the people my offics contacts and quotes. Once my office sells a policy we transfer their information to this log (New business log). I would like to be able to be able to check "SOLD" on the LOG above once that is check it removes them from that log and places that person in this log the New business log.
This log is called our new business log.
New business log example 2
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18 freelancere byder i gennemsnit $595 på dette job
Hi, We are consultants for web based applications on the cloud. Please check PMB for our implementation plan. Let's get started if you like it. Best Regards!!
Dear Project Owner, Please look at the PM for our bid [login to view URL] our bulkmail system [login to view URL] (user-admin, paswd vedang12) Warm regards Team Virtual Horizon
Hi. I have closely examined your attached template spreadsheet and I am confident I can deliver you a quality and secure web application in a timely manner. Please see my PM for additional information.
Hi Sir, Please allow to take up this project and provide you the best solution available in the market. Please check my PM for details Thanks Varun Sharma
We provide a complete professional look to your site. We assure you a great output of this project. Ability to execute complex, high-impact application services projects.