I gang

Develop CRM

Looking to build an insurance CRM either on the back of my simple wordpress site or on its own. (I'm not sure)

This project involves

- Adding new/search/edit client details (Name, ID, Contact, etc).

- Tagging clients.

- Each client has multiple insurance policies which has its own details (type, start date, end date, etc).

- Each client has a case file with uploaded pictures/documents.

- Each policy has a case file with uploaded pictures/documents.

- Uploaded files are easily renamed and previewed.

- Uploaded files can be printed & downloaded.

- Able to bring up any customer or policy details (Name, ID, Policy Number, Type).

- Shows expiring policies 30 days ahead.

- Shows client birthdays 30 days ahead. (summary & calendar view. can be merged with policies)

- Generate reports.

- Lists down all policies within set date (daily, monthly, from - to, etc)

- Lists down all policies for the day.

- Admin/User system

- Admin can change the required fields for client and policy details.

- Backup everything onto PC/Email.

Additional - Finances, set commissions for different insurance carriers, policy type etc.

Evner: HTML, MySQL, PHP, Web Design, WordPress

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Om arbejdsgiveren:
( 0 bedømmelser ) Brunei Muara, Brunei Darussalam

Projekt ID: #17475416

Tildelt til:

narmadatech

Hello, Thank you for sharing good information about the project. I have understood your requirement and all is clear to me. You want to develop an insurance CRM. I am able to integrate the all function according to Flere

$722 SGD in 10 dage
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8.3

70 freelancere byder i gennemsnit $757 på dette job

Softmania

Hi there, Thank you for reading our message. I checked the project description carefully, and please know Wordpress is our main area of expertise, we have large experience in creating custom themes and custom plu Flere

$755 SGD in 30 dage
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michale21

Hello, Greeting from Votive Technologies!! As per your requirement, as we can surely design and develop an insurance CRM with the following requirement: - Adding new/search/edit client details - Tagging cli Flere

$2000 SGD in 25 dage
(522 bedømmelser)
8.9
bdsiddhi

Hi There, Greetings!! ✦ Are you looking for CRM system for insurance concept? ✦ We can surely help you to build a easy to use & modern CRM as exactly you want. ✦ We are also familiar with vTIger CRM, Sugar CRM a Flere

$1500 SGD in 20 dage
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r4rony

Hello There !! ** SIMILAR WORK DONE ** == [login to view URL] We have gone through your requirement very carefully and found ourselves confident to work on this project Flere

$2500 SGD in 30 dage
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mascotindia123

Hello there, I have gone through your project detail, you want to build insurance CRM. Myself having has 10 + years experience of web site development. Expert in Custom programming in php / Mysql / Jquery / Wordpr Flere

$500 SGD in 10 dage
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ravinder246

Hello, I have great experience in wordpress and codeigniter and want to develop insurance CRM based on these skills . Yes I will add all given features and can make the CRM fully manageable and user friendly. Flere

$750 SGD in 18 dage
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Sonia8619

Dear Sir / Ma’am, I am writing a proposal for your job.I have gone through the complete job description and placed bid accordingly.I am really interested for this project as this is area of my [login to view URL] near Flere

$555 SGD in 10 dage
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suhelshaikh

Hello, I have seen that you are looking to have an expert who can develop a Finance CRM for you and integrate all other features in that. Well, I have developed a similar platform before please have a look on it Flere

$750 SGD in 14 dage
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AxonTech

Hi, We can definitely develop CRM as per your requirement. We have 5+ years of expertise team of developers with us. Have a look at OUR PORTFOLIO: [login to view URL] Do you have any reference Flere

$600 SGD in 10 dage
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langlangFan

Hi, thanks for your job posting. I don't look new client but I read your serious job posting. I have developed several websites similar with your requirements. I am good at website design and development. Frankly t Flere

$555 SGD in 10 dage
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vervelogicin

Hi, I understand that you are looking for an insurance CRM either on the back of your simple WordPress site or on its own. And with my 8+ years of experience in similar backend and frontend designing and developmen Flere

$555 SGD in 20 dage
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hawkscodeaus

Hi, I can start work on your project immediately once you confirm me and i am also open for further discussion if you want. I have 8+ years in web design & development with good experience in following skills ... Flere

$560 SGD in 10 dage
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technovation1

Hi, I am interested to go with this project as I have gone through with your requirement that you need to build a CRM for insurance. Do you have select any theme for the website design? Please have a look at my Flere

$555 SGD in 10 dage
(289 bedømmelser)
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ValueCoders

Hello, Please take a look on [login to view URL] Can we discuss the detail of the projects? I have few questions #1. Did you finalise any design for that or you want me to recommend you ? #2. Few Website that w Flere

$555 SGD in 10 dage
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virals2583

Hello, We would design, develop such website for you having CRM features using WordPress or also we can go with MVC frame work like CodeIgniter. Website would be done with nice, clean, professional look & feel, resp Flere

$1944 SGD in 40 dage
(51 bedømmelser)
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junkyfunky

Hello, I've read your project description and I want to tell you that I can design and build a Professional and High Quality CRM for you as per your [login to view URL] have a quick chat to discuss this project. We Flere

$280 SGD in 7 dage
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spiretech

Hello I can help you for sure with the design and development of an insurance CRM either with WP site or on its own with clean modern professional design and clear responsiveness for all devices and browsers Let Flere

$750 SGD in 15 dage
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maamekal

Hi There!! Greetings of the day!! I read your job description and understood that you want to build an insurance CRM either on the back of my simple WordPress site. I also read through the job details extremely car Flere

$250 SGD in 10 dage
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altarsft

Hello sir , have read the description and understood the requirement , we have experience and expertise in developing the softwares , webapplications with the latest technologies we have done the realtime webapplicat Flere

$555 SGD in 10 dage
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androidc

Hello, I have recently built this CRM [login to view URL] I can share login details on chat so you can check my work. I've 7 year experience in website design and development. extra service:- Flere

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