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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

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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.
项目 ID: 5702846

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远程项目
活跃10 年前

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UNITED STATES的国旗
South Pasadena, United States
5.0
4
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会员自2月 23, 2013起

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