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CRM web application

Employer
no avatar
PLNY
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

Published
on 2023-08-17
Category
Desktop/web applications

Offers sent (30)

Budget
Negotiable
Copyright
-
Expires in
30 days