Credit Consulting - Mortgage coaching CRM

Completado Publicado Nov 30, 2011 Pagado a la entrega
Completado Pagado a la entrega

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

Marketing de afiliados CRM Joomla PHP Arquitectura de software

Nº del proyecto: #1319079

Sobre el proyecto

10 propuestas Proyecto remoto Activo Dec 9, 2011

Adjudicado a:

anhouse

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

$4500 USD en 68 días
(6 comentarios)
5.5

10 freelancers están ofertando un promedio de $3099 por este trabajo

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 Más

$2000 USD en 35 días
(77 comentarios)
8.2
cpt2011

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

$3000 USD en 25 días
(30 comentarios)
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 en 45 días
(77 comentarios)
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 Más

$2200 USD en 60 días
(19 comentarios)
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 en 20 días
(42 comentarios)
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 en 45 días
(12 comentarios)
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 en 30 días
(1 comentario)
5.1
exoticsolutions

Hello Sir. Please see PMB. Thanks

$4000 USD en 40 días
(4 comentarios)
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 en 60 días
(2 comentarios)
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 en 22 días
(1 comentario)
0.0