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

55 freelancers are bidding on average £1543 for this job


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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