Job description
I am looking for a contractor for a very basic website with a simple CRM, where:
- the customer on the main page makes a purchase of a service (tpay/payu payment plug-in)
- after the purchase, he gets an email with a personalized link to a form in which he has to provide detailed data and attach some files
- these files are uploaded to the server, and the customer no longer has access to them
- from the CRM side the following functionalities are needed:
- administrator account (management of form fields, content of email templates, data/documents entered by customers and analysts).
- analyst accounts created before the administrator, which only have access to the data sent by customers, without the possibility of downloading these files (only preview), but broken down by customers, i.e. if Kowalski sent file X and Nowak sent file Y, the files are to be assigned to the cards of specific customers.
- In addition, the ability to search for customers by form fields and mark their status (statuses defined by the admin) in the service process.
