Credit Consulting - Mortgage coaching CRM

Selesai Dipasang Nov 30, 2011 Dibayar saat pengiriman
Selesai Dibayar saat pengiriman

We need the following:

A CRM database where we can update client status on their progress in credit repair, down payment savings, paying down certain debts, and reestablishing new cards. We will manually update this system but need further:

A client portal where they can log in and check status of this progress

A referral partner portal where they can log in and see the progress on only the clients they refer.

Basically an affiliate friendly portal along with a provate client portal and appx 10 in office users on our end. We house appx 300 clients and 1000 prospects at the time but obviously want endless space. Clients become inactive after about 12 months.

We also need it to integrate to our website for the clients that inquire (import form information).

Needs to be exportable to CSV or XLS

Have graphable description of results for all views

Run general reports on all

Send mass emails as well as single emails to clients with one click

Capture email communication from both Outlook and Entourage

Pemasaran Afiliasi CRM Joomla PHP Perancangan Perangkat Lunak

ID Proyek: #1319079

Tentang proyek

10 proposal Proyek online Aktif Dec 9, 2011

Diberikan kepada:

anhouse

Please see pm for proposal as agreed for both phases and additiona feature

$4500 USD dalam 68 hari
(6 Ulasan)
5.5

10 freelancer rata-rata menawar $3099 untuk pekerjaan ini

krishdts

Hello ,we have gone through your project named Credit Consulting - Mortgage coaching CRM and we like to convey that we have already done similar kind of projects before also. We can address any concerns that you migh Lebih banyak

$2000 USD dalam 35 hari
(77 Ulasan)
8.2
cpt2011

CRM Experts & We are CMMI Level 3 Certified Company. Check Pm for more details Regards, Shree Changepond Technologies Team

$3000 USD dalam 25 hari
(30 Ulasan)
8.0
AphroECS

Hello, we have built something very similar in past - please have a look at pmb for bid details and work reference. Thanks!

$5000 USD dalam 45 hari
(77 Ulasan)
7.5
webspidy

Sir, At the Webspidy, we have developed ERP solutions and CRM systems for our Clients in the Field of Manufacturing, Education and Money Managing. We can, with this Experience, develop this CRM system for you. Check Lebih banyak

$2200 USD dalam 60 hari
(19 Ulasan)
7.0
gsala81

Hello, 10+ years exp full time freelancer here, can deliver a quality & professional work in the timeframe posted. Please contact me via PM for any question, Thanks.

$1500 USD dalam 20 hari
(42 Ulasan)
6.3
ShantOM

I have gone through your requirements and ready to assign my team for this project, please check previous work for quality purpose and decide the best team for this project accordingly. Regards, Tarun

$3000 USD dalam 45 hari
(12 Ulasan)
5.7
ETNASoftware

hi, please check your inbox for details and examples of relevant works. We have built a mortgage CRM already. Thanks! -Paul

$3000 USD dalam 30 hari
(1 Ulasan)
5.1
exoticsolutions

Hello Sir. Please see PMB. Thanks

$4000 USD dalam 40 hari
(4 Ulasan)
5.0
winmaclin

Dear Sir, We can definitely help you with your need. Please see my personnel message to know about our expertise and to review our past work. Thanks

$2800 USD dalam 60 hari
(2 Ulasan)
2.8
papanbamba

Hi We could do as per your requirement. u could check that out. we would work till your satisfaction. -- Please check inbox for our previous work.

$1892 USD dalam 22 hari
(1 Ulasan)
0.0