Verildi

Financial Service CRM

Acme has been assigned the task of creating a Cloud-based CRM for a client that is suited their specific requirements. The CRM is platform for managing financial trade info and communication with the Client as well as reporting and task assignment.

Accounts will be loaded and assigned to a specific Account Manager from the Administrator view. Account Managers using this platform deal with assigned Clients and generate Deals which represent individual stock trades. These are tracked until concluded and maintained in the Client record for reference.

The platform requires the ability to send email communication from the hosted server using templates that should be updatable and loadable from the Administrator view. These should come from a generic email account and post as a note to the CRM. Replies should do likewise.

Project will be hosted on Git Hub. Screen Mock-ups to follow.

Beceriler: Django, MySQL, PHP, Ruby on Rails, Yazılım Mimarisi

Daha fazlasını görün: templates ruby on rails, rails send, post of ruby rails, Financial manager, service manager, crm 2013, account managers, deal service, financial php, ruby crm, email client ruby, ruby email client, rails email client, cloud based crm, assignment financial project, ruby rails post, ruby post, Rails screen, ruby rails project managers, email client rails, service clients, rails service, assignment financial reporting, cloud client service, crm cloud

İşveren Hakkında:
( 8 değerlendirme ) Makati City, Philippines

Proje NO: #4452235

18 freelancer bu iş için ortalamada 2734$ teklif veriyor

buraqtech

Check your PMB for details!!!

in 30 gün içinde1529$ USD
(98 Değerlendirme)
8.0
otssols

Hi. We are a 10 year old professional IT software company. We would like to work on this project. Thanks.

in 20 gün içinde1260$ USD
(36 Değerlendirme)
8.0
britishyip

We can develop system as per description provided. please refer pmb for portfolio links. Looking forward to serve you. thanks and regards Raj

in 51 gün içinde2992$ USD
(93 Değerlendirme)
8.2
workspaceit

Customer Satisfaction is Our [url removed, login to view] have an excellent and dedicated Team of software/web developers, designers, seo experts etc. We are expertise in web/software development for more than 4 yrs. We work on Php & Mys Daha fazlası

in 45 gün içinde1545$ USD
(47 Değerlendirme)
7.3
sergioes

Hi, I have lot's of experience with CRM software.

in 10 gün içinde1365$ USD
(275 Değerlendirme)
7.1
vocsowebstudio

Hi, we are confident we can make you happy with the quality we will deliver,plz check pmb for more details..

in 35 gün içinde2415$ USD
(9 Değerlendirme)
6.5
momentumsoftware

We are ready to start more discussion as we have checked the pdf as well. Thanks Ankur chawla

in 30 gün içinde1260$ USD
(108 Değerlendirme)
6.0
sumofyou

We have 5++ years expert team for Python (Django Framework). Sure we can do this 100% perfectly with professional quality in time. Kindly check PMB to discuss in detail about the project. Thank you!

in 28 gün içinde3300$ USD
(30 Değerlendirme)
5.6
bluecoded

Hi, Please check private message. Regards.

in 25 gün içinde1575$ USD
(6 Değerlendirme)
5.1
ETNASoftware

Hello, My name is Alex, and I am a VP of Business Development at ETNA Software. My firm has created award-winning platforms for major US financial companies including Saxo Bank, SogoTrade, FXCM, Allianz, etc. Daha fazlası

1 gün içinde 787$ USD
(1 Değerlendirme)
5.0
expcoderxrrg

See private message 4 details

in 15 gün içinde825$ USD
(11 Değerlendirme)
4.0
krkcare

Hi, We have gone through your requirement and have sent you a private message. Kindly check that. Thanks

in 20 gün içinde1575$ USD
(3 Değerlendirme)
3.6
DannyBSP

Hi, We have designed and built websites for various types of businesses very effectively. We work with all of our clients individually to easily coordinate and to keep track of the requirements and scope. We fulfill yo Daha fazlası

in 15 gün içinde1050$ USD
(1 Değerlendirme)
2.8
krishcompusoft07

Financial Service CRM = " Cloud-based CRM " WE HAVE EXPERT TEAM FOR THIS WORK PLZ CHECK SAMPLE...

in 90 gün içinde20600$ USD
(2 Değerlendirme)
2.7
anuphash

Hi please check PMB

in 30 gün içinde1375$ USD
(1 Değerlendirme)
1.0
techkremlin

It's an easy task for us. We have gone through your requirements and we are ready to start the work immediately on your project. We will send you the complete list of company's projects and portfolio once you reply us Daha fazlası

in 32 gün içinde1540$ USD
(0 Değerlendirme)
0.0
techchurch

It's an easy task for [url removed, login to view] have gone through your requirements and we are ready to start the work immediately on your project. Please see the attached list of company's projects. Also please check the PMB.Thanks.

in 30 gün içinde1540$ USD
(0 Değerlendirme)
0.0
techlotus

It's an easy task for us. We have gone through your requirements and we are ready to start the work immediately on your project. We will send you the complete list of company's projects and portfolio once you reply us Daha fazlası

in 50 gün içinde2678$ USD
(0 Değerlendirme)
0.0