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Develop CRM

$250-750 SGD

Annullato
Pubblicato più di 5 anni fa

$250-750 SGD

Pagato al completamento
Looking to build an insurance CRM either on the back of my simple wordpress site or on its own. (I'm not sure) This project involves - Adding new/search/edit client details (Name, ID, Contact, etc). - Tagging clients. - Each client has multiple insurance policies which has its own details (type, start date, end date, etc). - Each client has a case file with uploaded pictures/documents. - Each policy has a case file with uploaded pictures/documents. - Uploaded files are easily renamed and previewed. - Uploaded files can be printed & downloaded. - Able to bring up any customer or policy details (Name, ID, Policy Number, Type). - Shows expiring policies 30 days ahead. - Shows client birthdays 30 days ahead. (summary & calendar view. can be merged with policies) - Generate reports. - Lists down all policies within set date (daily, monthly, from - to, etc) - Lists down all policies for the day. - Admin/User system - Admin can change the required fields for client and policy details. - Backup everything onto PC/Email. Additional - Finances, set commissions for different insurance carriers, policy type etc.
Rif. progetto: 17475416

Info sul progetto

63 proposte
Progetto a distanza
Attivo 6 anni fa

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Hello, Thank you for sharing good information about the project. I have understood your requirement and all is clear to me. You want to develop an insurance CRM. I am able to integrate the all function according to the specified details. I understand all that is available in CRM software with our comprehensive CRM features. I have developed this kind of website with all the specified detail. All features wii provide you:- Lead Module Follow-up Module Insurance Module Agents Module Incentive / Commission Module Payment Module Client Module Calendar Module I would like to have a discussion for further details. Can we discuss over chat? Waiting for your response. Warm Regards, Sonali R.
$722 SGD in 10 giorni
4,8 (332 valutazioni)
8,7
8,7
63 freelance hanno fatto un'offerta media di $787 SGD
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Hello, I have great experience in wordpress and codeigniter and want to develop insurance CRM based on these skills . Yes I will add all given features and can make the CRM fully manageable and user friendly. I am waiting for your response . Thanks, Ravinder
$750 SGD in 18 giorni
4,9 (525 valutazioni)
8,4
8,4
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Hello there, I have gone through your project detail, you want to build insurance CRM. Myself having has 10 + years experience of web site development. Expert in Custom programming in php / Mysql / Jquery / Wordpress/ Joomla / OSC / Magento /OpenCart / Android / Mobile development / Responsive. Ready to start the work immediately. I am confident to handle your projects with dedication and good quality. Thanks and regards, Harpreet Singh
$500 SGD in 10 giorni
4,9 (305 valutazioni)
7,8
7,8
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Hi, thanks for your job posting. I don't look new client but I read your serious job posting. I have developed several websites similar with your requirements. I am good at website design and development. Frankly to say, I have 10+ years of software experience. The most important thing to me is client's satisfaction, good result and high quality. I will provide you best solution on this project. If you click the green 'Chat' button to contact me, it would be much appreciated. I can tell you my recommendations on chat. Let's discuss and get your job done. Thanks, Lang Lang .............................................
$555 SGD in 10 giorni
4,9 (47 valutazioni)
7,4
7,4
Avatar dell'utente
Hi There!! Greetings of the day!! I read your job description and understood that you want to build an insurance CRM either on the back of my simple WordPress site. I also read through the job details extremely carefully and I am absolutely sure that I can do the project very well. So please give me a chance to do work for you. I am a Full-time PHP Developer with Native English Skills. I have 6+ years of experience in web applications and can do all-round development. Technical Details About Me: Strong PHP/Mysql background with solid knowledge of the core concepts of web development. I have developed leading websites, web applications. Passionate about Codeigniter framework and WP CMS. I have completed several sites including simple blogs, simple sites, and complex applications. Experienced front-end developer and have worked with HTML4, HTML5, XHTML, CSS, CSS3, W3C Validation, Javascript, Ajax, jQuery, PSD to HTML, Shopify. Thanks
$250 SGD in 10 giorni
4,8 (185 valutazioni)
7,2
7,2
Avatar dell'utente
Hi, I understand that you are looking for an insurance CRM either on the back of your simple WordPress site or on its own. And with my 8+ years of experience in similar backend and frontend designing and development, I would like to suggest you to go for a stand-alone CRM that will be much customized to fit your needs. The data that the CRM manages can then be fetched onto your WordPress Website through API connections. I reviewed your requirement very clearly and can surely assist the project. We can discuss more about the project through the chat. Regards, Nikita.
$555 SGD in 20 giorni
5,0 (33 valutazioni)
7,2
7,2
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We have a ready CRM software developed for our client and being used by 150+ clients all over the world. Currently web application is available on General Purpose with web services. If you can want mobile applications, we can get that ready for you in 8-10 days from the order confirmation.
$1.500 SGD in 20 giorni
4,9 (93 valutazioni)
6,6
6,6
Avatar dell'utente
Hello I have gone through your requirements and understood that you need to build an insurance CRM. We can add all features in website that you have listed in project description. I am experienced so i can assist you very well . I have 4+ years experience in all areas of developing websites so i can assure you that you will receive quality product and client satisfaction is my first priority .I will provide support and maintenance too. I am glad to inform you that we have wide experience with various verticals like business,Travelling & Booking, Directory, social media,gps tracking, handy, classified (buy & sell) and many more. if you convinced with me please respond so we can go further looking for positive response Regards Amlesh Thank you
$300 SGD in 7 giorni
4,6 (9 valutazioni)
5,7
5,7
Avatar dell'utente
I am a PHP developer having 4 years of experience. I have built many websites and web apps in PHP framework and CMS. All my websites and web apps are screen responsive and user friendly. I can do any kind of small tasks in PHP. I have experience working on Codeigniter, laravel, CakePHP, Angularjs, Node.js etc. I have sound experience with CMS like Wordpress/WOO, Magento, Shopify, Opencart. I can also work on front-end based on HTML5, CSS3, Javascript, jQuery, Bootstarp4. Please contact me to discuss further. I can start immediately. I would be glad if I can prove my skills useful for your project. Thanks.
$444 SGD in 10 giorni
4,9 (18 valutazioni)
5,1
5,1
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Hi client, see my portfolio for more PHP project information. I am PHP developer having 6 years of experience in software development. please start your discussion with me. thanks.
$666 SGD in 20 giorni
5,0 (14 valutazioni)
4,7
4,7
Avatar dell'utente
Thank you for reviewing my qualifications. I am a high-level programmer and who prefers to work alone. I do not outsource any projects in order to maintain quality control. I provide free project support from beginning to end of every project. We can maintain strong communication throughout your project by way of phone, SMS, email or any chat system you prefer. I typically take on only one job at a time so that your project receives special attention and is completed in a timely manner. I have experience in Web Development around 12+ years with expertise on Java, PHP, MYSQL, SugarCRM, vTiger, WordPress, Opencart, Magento, Drupal, Codeignitor, Cake PHP, Laravel, HTML, CSS, JavaScript, Ajax Development, SEO, Photoshop, HTML5, Bootstrap, Illustrator, Android, iPhone mobile app etc. Bitcoin and API implement from multi type exchange. Why you should hire me? - Availability- 45 hrs/week Flexible with All Time Zones. - Quality Service under your budget. - Quality Online Support. - Reports- Daily Detailed Reports, Weekly and Monthly Reports with needed everything.
$1.500 SGD in 45 giorni
4,5 (21 valutazioni)
4,9
4,9
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Hello Sir, we're already skilled and experienced with your Desired skills. If you Consider us to full fill your job then we will try our best level. We're looking forward to some feedback from you. with regards Sunetra D
$250 SGD in 7 giorni
4,5 (32 valutazioni)
5,2
5,2
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Hello, I have read your project and understand your project requirements. I can do this job very easily because of my skills suit the best. I am a Wordpress Expert. I have 7 years of professional experience in Wordpress/PHP development. I have created and customized a lot of WordPress websites. I have not worked too much on freelancer as I was working on a long-term project. I assure you the best quality and timely delivery for every task. I am available for 16 hours per day to discuss. Looking forward to discussing on project further
$250 SGD in 7 giorni
4,4 (5 valutazioni)
4,4
4,4
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Dear Sir/Mam, We have a history of over 10 plus years in Web, Software, and Application Development. Though we are new on Freelancer but still we have a clear understanding of your project requirement. We can shape your idea into software, web applications and mobile applications that will have an instant connect with your end users. We have gone through the job details extremely carefully and we are absolutely sure that we can do the project very well. We have developers who are intensely experienced in platforms like PHP, MYQL, HTML/CSS, Advanced Content Management Systems (Wordpress, Joomla, Magento, Opencart, Drupal, Codeignitor, Laravell, etc.), ASP.Net, C#, Android & Ios. We have attached most of our work in our freelancer portfolio and we are sure you are going to like it, and if you do like our work please feel free to select us and contact us, we will be happy to help you. Regards.
$500 SGD in 20 giorni
5,0 (4 valutazioni)
3,4
3,4
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Hi, After reviewing your project requirements we feel that this is a project that we could deliver in a professional and timely fashion and we could far exceed your expectations. We guarantee and warranty all of our work to give our clients peace of mind and we will always endeavour to communicate regularly with clients for the duration of the project to ensure that we fully understand and meet your aspirations. Datalynk UK Limited is based in the UK and has clients across the globe. Our development team has decades of experience dealing with a great number of WordPress related projects. Apart from building cutting edge responsive websites for numerous industry sectors, we have also developed numerous bespoke extensions, API’s (application programing interfaces) and mobile applications / web apps that work directly with the popular CMS platform. We would very much like the opportunity to discuss your requirements in greater detail by way of an informal chat. Please feel free to contact me directly (as the senior development consultant here at Datalynk) to discuss. I am available on +44 (0)1933 698 044 or alternatively you can contact me via Skype (username Datalynk). Yours Faithfully! Dean Hurley
$2.222 SGD in 30 giorni
5,0 (1 valutazione)
2,0
2,0
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I am Sudhir, would like to discuss initial level of conversation regarding your requirement which you have posted. Please do let me know I will be glad in assisting you with it. I am here to build a good business relations and I always provide quality work and on time work please share brief details of your work so we can quote you estimated hours. Area of expertise: - Web Application Design and Development (Bigger and Smaller) - Content Writing - Image Editing Services - Mobile Application Development - Website Design/Redesign and Development - Online Digital marketing – SEO/SMO (List your website in Top Google Search) Why us ? - We provide what we promise. - We only provide quality services and customer satisfaction is our motto. - You will have no issues after the work is completed. - We understand first our client and then his/her requirements. - Your website will attract more users. We are eagerly waiting for your response with brief of your requirements so we can proceed with you further. Thanks Sudhir
$555 SGD in 10 giorni
0,0 (0 valutazioni)
0,0
0,0
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Hii, I have gone through your requirement , i have understand it , how ever i need to talk regarding this , please message me once so that we could discuss over this project and positively we could get chance to get engage in this project . Thanks
$555 SGD in 10 giorni
0,0 (0 valutazioni)
0,0
0,0
Avatar dell'utente
Hello Sir, Thank you for posting such an interesting project and giving me an opportunity to place bid. I have checked your project description for developing an insurance crm system.A crm system for insurance clients can be designed which includes clients details, policy description, report generation along with admin panel functionality.I have experience to design similar portal.I am interested to work in your project as per your budget and time frame.I aim to fulfill your all project needs effectively and in a well organized manner. Lets connect through chat for further discussion. Looking ahead for your positive revert. Thank You, Pramita
$388 SGD in 15 giorni
0,0 (0 valutazioni)
0,0
0,0
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Hi There, Please accept the greeting from TechUltra Solutions. We have developed the Insurance portal with connected API, Mobile, Pc, Gadgets, Car etc insurance website and CMS, CRM, SALE, Account. If you do have a time please let me know so we can show you demo about that. Thanks
$777 SGD in 15 giorni
0,0 (0 valutazioni)
0,0
0,0
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I can create a CRM like this. so i can be able to create this one. if u can give the opportunity i will definitely completed.
$555 SGD in 20 giorni
0,0 (0 valutazioni)
0,0
0,0
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Hello, With 14+ years of experience on ERP, CRM, Inventory Management, Accounting Management and various kinds of customized SaaS based solutions, we have developed various websites and applications from scratch. We are a US based company and we have recently started our business operations in India. We have our clientele presence in more than 20+ countries and till now we have successfully executed 1000+ projects. We have understood your requirement and we have the required capabilities to make your project successful. We have a team of Web developers who have 10+ years of experience on PHP, .NET, Java and Wordpress platform. We have developed various CRM apps from scratch for our clients based in US and UK. Here are the modules which we have covered so far: - Lead Management - Contacts Management - Task Management - Document Management - Make a Call - Google Calendar Integrations - Google Maps Integrations - Reports - Inventory Management - Marketing Campaign - Ticket Support Management - Mass Mailing - Messages - Invoicing - Settings - Dashboard etc. Hence, we are pretty confident to complete your task as per your expectations. Moreover, it will be really kind if you can please spare few minutes with us, so that we can discuss about your project requirement in detail. Looking forward to hearing from you. Thanks.
$555 SGD in 10 giorni
0,0 (0 valutazioni)
4,1
4,1

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Bandiera: BRUNEI DARUSSALAM
Brunei Muara, Brunei Darussalam
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Membro dal lug 31, 2018

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