web application for loan management / web crm for lead management | mobile app | etc..

Closed Posted 4 years ago Paid on delivery
Closed Paid on delivery

Mainly module

1- lead management (capture to closed FROM VARIOUS SOURCE)

2 loan MANAGEMENT(open lead to closed)

3- rto

4- Genral insurance

5- accountancy for all module (interlink)

6-hr management

MOBIE APP

7- above all feature in mobile app

8- LINK TO OUR WEB PORTAL FOR SELL PURCHASE VEHICLE FEATURE

9- EMPLOYEE ATTENDANCE

10- GPS TRACKING AND DATA SYNCHRONIZE

MAJOR NOTES

>Customer complete hard copy of file feed in pre selected (drop down) form with proposed loan, current residence address , email id , 2 reference , file source from , permanent residence addresses business details & address, staying since current location / city / office / accounting- earning source from to pass on form, last 3 income tax returns details , all contact number , email id

All running & completed loan details , proposed loan starting emi date complete date Complete loan application form upload/ feed with loan lead to customer final payment done with customer to customer earning / accounting etc…

>All hard copy of all doc scan or upload in customer data base with clear copy reprint facility customer id and with search bar (customer id – mobile number / vehicle number)

>multiple pc and mob app access

>upload scan or jpeg customer kyc and other from executive on their mobile app

>upload sell vehicle through direct from app ( link with our current web to sell vehicle page direct upload

>copy / synchronize all contacts to our panel to update and send msg to new offer scheme

>insurance data upload ,premium calculator, renewal reminder / last premium / last commission / current commission / current insurer / last insurer / claim details etc…

>many other features as discuss on call for more info call 9979880211

>accounting > commission earn , commission pass on to reffral, net commission, earn sources other earning, customer payment issue details cash , cheque , neft , other etc……….

>birthday, anniversary reminder and auto send sms / email

>all data export and import in multiple form

>new scheme/ updation / offer etc message & email sending portal from single source through api for sms

>current month file login/ in process panel

>lead panel

>to do task / meeting / chat box for internal staff / Group discussion / etc……

>attendance marking system and accounting for salary

>contacts / data base upload, import & export from various sources direct upload / copy from mobile app user / for calling follow up / new business generate / new lead for our business with follow up sheet

>lead management

>many other usefull feature from ur end

>update as come in our mind

>gst invoice format for different as financer format numerical data

> through gmail employee gps tracking (all employees use office phone with official office gmail id

CRM MySQL PHP Software Architecture Website Design

Project ID: #19326723

About the project

7 proposals Remote project Active 4 years ago

7 freelancers are bidding on average ₹12142 for this job

shivanimishra19

Hi, I am Shivani and having 10+ years of experience in .Net technology. My skills are .Net, C#, MVC, Angular JS, Azure, Web API, Dynamic CRM, MongoDB, SQL, Oracle and many more. I have proven experience of deliverin More

₹11111 INR in 10 days
(6 Reviews)
3.3
shivanisinghai

Hey, Hope you are doing well... I have premade CRM for Advisory and insurance policy companies. I can modify it for your need. I can share live link with you. For more details please message me Thank you

₹8888 INR in 7 days
(5 Reviews)
1.6
abhimadankr

I read job description and I can do your project.I can even work on urgent basis and complete your project soon..contact me for more information

₹13888 INR in 20 days
(0 Reviews)
0.0