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CRM that autosends monthly market report -- 2

₹1500-12500 INR

Chiuso
Pubblicato 16 giorni fa

₹1500-12500 INR

Pagato al completamento
I am looking to build out a CRM or integrate with my current CRM. I want to send out market reports to home owners on a monthly bases automatically. This must be simple to use. The program will need to pull data from an outside source to figure out the value you of the property, how much of a loan they have and how much equity. That data will need to automatically my in a report that is sent to the homeowner and also on their portal. With that I want the home owner to be able to log into their own homeowner portal. In this portal it will tell them what there house is worth and how much equity they have. The portal will also have suggested vendors and the homeowner will be able to haveb a place to load documents. This portal must be able to be customizable on the backend so I can add additional data int the future.
Rif. progetto: 38050271

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7 proposte
Progetto a distanza
Attivo 12 giorni fa

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7 freelance hanno fatto un'offerta media di ₹9.571 INR
Avatar dell'utente
As a seasoned Software and Workflow Specialist, I have expansive experience in developing CRM systems, integrating APIs, and implementing advanced automation strategies - all the core components needed for your project. I will leverage this expertise to build a CRM or seamlessly integrate with your existing one that would pull data from relevant sources to generate the required market reports automatically; complete with personalized homeowner portals providing comprehensive valuation information, equity details as well as suggested vendors. Saad
₹15.000 INR in 7 giorni
4,8 (19 valutazioni)
5,8
5,8
Avatar dell'utente
Hello Naheed A., Glad to say that we have already done a similar project before, would you like to see it? We already have similar experience in the same domain. We are an expert team which have 4 years of experience on PHP, Excel, Software Architecture, CRM, MySQL Lets connect in chat so that We discuss further. Regards
₹10.000 INR in 7 giorni
0,0 (0 valutazioni)
0,0
0,0
Avatar dell'utente
Hello! I would suggest that you try HubSpot and Zapier CRM. With HubSpot and Zapier, your automations are settled. They are easy to use and can be integrated into any software. With HubSpot and Zapier, your market report will automatically be sent to home owners. Contact me now on how to integrate and use it for your market report.
₹7.000 INR in 5 giorni
0,0 (0 valutazioni)
0,0
0,0
Avatar dell'utente
As a seasoned and versatile Big Data Consultant with experience in creating complete CRM and data-driven solutions, I'm highly equipped to handle your project. Task automation, data integration, and reporting have been core components of my recent projects. Your need for a CRM that automatically sends monthly market reports aligns perfectly with my skill-set. I'm well-versed in the technology ecosystem that drives efficient CRMs. From Data Modelling, ETL pipelines, writing ETL scripts to building applications using Django - python web framework, I have demonstrated expertise in amalgamating complex datasets from various sources to produce insightful reports. With ample experience in Hadoop, HDFS, Data Warehousing, PHP and more, I can seamlessly extract the required property information from the external dataset while ensuring secure accessibility on the homeowner portal. Customizability is another focal point for your project and I'm no stranger to it. I've consistently designed user-friendly interfaces with scope extensions to add new functionalities as per client requirements. My goal is to build comprehensive solutions like yours to make life easier for end-users whilst enabling businesses to generate accurate and relevant data insights. Let my proven skills deliver excellence and simplicity to your CRM implementation journey.
₹12.500 INR in 7 giorni
0,0 (0 valutazioni)
0,0
0,0

Info sul cliente

Bandiera: INDIA
Faridabad, India
4,9
21
Metodo di pagamento verificato
Membro dal nov 18, 2022

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