SugerCRM or vTiger Customization
This is a CRM Customization for a Financial Trading Website. An example can be shown what we need for exact integration. We will be linking it to a front end website maybe via rest.
1) Registeration should be integrated with the website
2) Login should be integrated with the CRM
3) All Customers details should be Shown and integrated with the registeration
4) Additional fields like Customer Deposit, Customer Withdrawal, Trade History, Open Trades for an individual customer should be added into the CRM. We should be able to add funds or remove funds from the CRM.
5) Method how a customer makes a deposit should be there as a field
6) Trades which are open from the front end should reflect on the backend seperately in an Open Trades Coloum
7) We should be able to create reports of how much trades have been done, trade volume, daily deposits from the website etc.
11 freelancers are bidding on average $1874 for this job
With quality Knowledge of Sugarcrm and Vtiger, I am confident I can help you setup a properly working Crm integrated with your website and performing all functions listed,looking forward to hear from you asap,Thanks
Hello, Would you please show us the example of the same, so that we can get a more clear idea of the application which you are looking for. Regards, OK Team