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


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

£1365 GBP in 20 days
(154 Reviews)

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

£1340 GBP in 25 days
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£2631 GBP in 20 days
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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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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

£1500 GBP in 18 days
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£1500 GBP in 20 days
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£947 GBP in 30 days
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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

£773 GBP in 22 days
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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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Hello We are a team of website development. We are expert in CRM as well as all type of open source development. Please see some of our previous works below.   [url removed, login to view] [url removed, login to view] http://w More

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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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