CRM Software for Finance company

CRM Software for Finance company

Features Requirements*

*Emi Option*-specific Reminders before date, after date, due, overdue, warning with separate editable sms templates, auto calculation about customers previous amount, paid EMI amount and current remaining balance. Separate details in reports about per month expected income and till date received payment's.

*Lists*-monthly Due, overdue, regular customers. Option for auto black listed, gold listed by performance. last paid with date.

*History*-Old customers with their purchased items, black listed with reasons box.

*Tracking*-Customers complaints, if customer due EMI more than giving limit with pop ups. auto alerts SMS to owners mobile.

*Storage option*-Customers photo, thumb , documents.

*Barcoding facility's*

*CRM*- Demand, follow ups, enquiries, payments link option attached with bhim, paytm.

*Employees managements*-Check in, check out, leaves calculation, performance, salary, gps tracking.

*Inventory*-Low stock alert by pop up, auto notification by SMS to partners.

*Purchase*-Payments alerts, auto SMS to owner and pop up in system. distributors category wise list option.

*Templates*-Bills, GST bill, stylish bill, simple format bill, service bill, EMI receipts.

*Performance tracking and alerts*-sales man, employee, shop monthly, annually.

*Repair Service*-tracking

*Front view*-With over dues, near to due, customers name with last paid EMI with date. colour change if their monthly given date is expiring, colour change if they due EMI over last limit. Direct calling and SMS sending option

*Scem option*-points, discounts.

*Android app*-With list of customers with this month’s EMI paid or not information, option for accept/add EMI amount in app and they directly updated in pc software. direct call and SMS option in list view, last EMI history, GPS tracking, give EMI receipt option side by side by connected printer.

*Integrated option with specific apps.*

*Social networking apps.*

*(Also Send me pricing including android app+ We want all this features in one offline setup if possible.)*

Evner: PHP, Software Arkitektur, CRM, MySQL

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Om arbejdsgiveren:
( 0 bedømmelser ) Coimbatore, India

Projekt ID: #21706899

18 freelancere byder i gennemsnit ₹68361 på dette job


The cost of pricing will be more only on programming in PHP/MYSQL for this CRM software. I dont do design so message me and discuss with me more on this please. Let me know from you asap.

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