Build a CRM, possible vTiger for insurance company
$750-1500 USD
已关闭
已发布大约 10 年前
$750-1500 USD
货到付款
I need a quickly built CRM for small my insurance company. It needs to:
-Allow sales agents to sign up and join my company via wordpress to crm, upload portrait and personnel files
- user/password login for admin and agents
- admin to enter insurance companies names, products and commission level and new agents
- agents or admin to add new clients
- agents to connect clients to insurance company
- admin can track and updates, upload files and status of clients
- agents can add prospects leads and follow up with them
- admin can email with gmail IMAP , merge mail to agents and clients
- track report of sales made/ failed, sales in process, filter
- and more, over 500 fields and 10 tables. We will enter data.
I have tables, fields and sample layouts of what it could look like. I need a vtiger expert to put most or all of my ideas into reality. And propose new functions with power of vtiger. Show me samples of your similar work. Eventually I want to build a custom crm but need something quick so this could be a long relationship.
Here's a sample of crm in my industry, www.agencybloc.com. If you think you can build something similar custom to my needs, let's talk.