Job description
I am requesting a quote for a simple web-based CRM type system for a financial company to contact brokers and investors.
The system is to be trimmed down to the minimum functionality:
1. self-creation of intermediary and investor account + data preview + password change.
2. addition of loan inquiries by intermediaries and preview of own inquiries + exclusion of re-adding a customer who is already in the system.
3. adding documents to inquiries
4. change the status of loan inquiries by the administrator from the drop-down menu - visible to the intermediary
5. creation of investment offers by administrator visible from investor account as in: https://europpa.eu/pl/lista-inwestycji-w-pozyczki/
I sincerely ask for a quote
