Create or customize a new crm to meet the broker's needs.

Employer

Bartosz_t_Szymczak

Description

As a brokerage firm, we need to create a crm or customize an existing one to meet our needs. We would like to bundle several different companies and a calculator into one system so that the employee can choose the company and its full calculator, which is currently in xmls format.

The crm must be intuitive and also generate quotes according to a template.

There must also be the ability to add a client and download various documents.

We need a proposal for implementation, price and time. Also we are hoping for training so that we can edit this calculator later in a fairly easy way.

If you need more data information or a longer conversation then I will serve.

Published

on 2023-01-12