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CRM System

I am looking for a developer to help design or modify an open source CRM platform.

we are a startup insurance company looking for a system that will do the following

1) need to store customer information

2) needs to be able to hold policies for customers and information about the policies

3) link in with our virtual terminal/payment gateway

4) flag if customers have missed a payment

5) flag if the customers card has expired

6) mail merge to PDF for our welcome letters

7) be able to send the welcome letter by email where possible

8) revenue for day/year

9) deal with cancellations and report on this with predefined reasons for cancellation

10) store customers claim information for each product and the cost to the business etc

I cannot see this being a overly difficult project as it could adaption of an open source software

this is for staff access only so not cusotmers

Skills: PHP, Software Architecture

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About the Employer:
( 0 reviews ) United Kingdom

Project ID: #7767660

54 freelancers are bidding on average £1558 for this job

meet2amitvw

Let's discuss over freelancer Personal Message Box for the proper estimation of cost and time. I am myself developer so you will directly work with me. No mediators. No managers. No subcontractors. see my recent More

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technologyaddict

Hi, We have read the project requirements in complete detail. We have noticed that you are seeking highly skilled and expert professional personnel to help design or modify an open source CRM platform. We are a t More

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vishalavi29

A proposal has not yet been provided

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omsoftware

Hello, We found that you are looking for CRM System in Open source platform for staff access only and have gone through your project description from where we got your requirements. We are very much interested to di More

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KESHAVINFOTECH

Hi Thanks for your valuable time. :-) Just reply with 'Yes' and We will come up with a. Detail project plan with our comments/queries. b. Best-feasible-real COST & TIMELINE Latest Projects : [url removed, login to view] More

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seekdeveloper

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buraqtech

1. Tours Site + Booking Module We already designed and developed a complete portal for online tours listing with complete online bookings of tours with departures and much more other things in a complete cms based sol More

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shibin123sl

Hello We went through project description for a CRM system very well .Please provide more details about the project .We are professional website design and development company operating in UK and India. We have 8 year More

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marchingantssl

Hi there, I've read your brief and I am really willing to work with you. I am just interested in more details that you might give about the project. We have enough experience to help you with this project. Of More

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gopalvora

Hi I have gone through the details of your project and we find it well within our capabilities. I offer a wide range of services, including Web design, PHP/MySQL web application development, Open sources like Joo More

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cosmin86200

Hello. I am Calciu Cosmin, from a company in Craiova, Romania. I like your project and think we can work very well and you will be pleased with our work. What we can offer: 1. A well written, commented and modul More

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workspaceit

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albertmobi29

Dear Hiring Manager, I have gone through the requirements which you have shared and We are ready to work on it. We are a company with the team of expertise, working in IT Industry since 7 years and We can provide y More

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fortranPRO

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graphicain

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pytho

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Hariomtechnology

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Vedmak02

Hello! My name is Vladyslav, and I have 5 years experience in web development! Would be glad to work with you!

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LEnaSIM

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