I operate a financial planning business that I would like to build an online CRM. Each client record includes their personal details and their dependents. Each client can have multiple ownership structures for their investments and debts. For example, a simple cash account and share portfolio can be held by, Husband only, Wife only, Joint account, a Family Trust Account, A company account, a superannuation account (and there may be multiple trust, company and super accounts). Additionally I need to report on the income and expenses of the client as well as the insurances they hold (which may be held by any of the above entities). All of this information needs to flow into a Word document that I can then work on. It also needs to flow into an Excel spreadsheet so that I can do modelling on.
Two key components of the CRM are bulk emailing and task reporting. For bulk emailing I need to be able to set up filters to create groups to email. For example for clients that are turning 65 in the next 3 months.
Task reporting needs to log the task, the person responsible for the work and the expected time frame to completion. A single report then needs to report on all open tasks and identify those that are overdue.
Lastly, the database needs to be online so that all my staff can access the information anywhere at any time. My thoughts at this stage are a Microsoft Access database using Office 365 subscriptions for all staff.
Hi There, Thanks for the opportunity to bid on this project. I am an Australian living in the Philippines with extensive CRM experience. I have also been involved with Family Trusts, Unit Trusts, etc, although I am Daha Fazla
13 freelancers are bidding on average $2709 for this job
Hello, We can build the Online CRM with financial planning and Accounting. CRM will hold Each client record includes their personal details that can be access from any where by password protected access. It will ha Daha Fazla
Dear client We have gone through project description. Our team is very much interested to carry your job by targeting on time delivery along with perfection of project. Can you please Initiate chat, so We will d Daha Fazla
Hi There, Greetings from Planet Web!! Thanks for the job posting. I have reviewed your requirement and would like to inform you that: 1) We have a team of experts in website development. We develop PHP (Cake Daha Fazla
Hi, We can definitely build an online CRM for your financial planning firm. We are a professional Web Design and Development Company with a track record of delivering excellent CRM system. Please have a look a Daha Fazla
[url removed, login to view] ® Portfolio HERE, I have reviewed your project description and I am confident I can complete your website with all the customization you want to have integrated in the back-end. I am an Daha Fazla
Hi, Thanks for your consideration, if you would like to discuss the project further do get in touch and I’ll give you a call. Thanks, Mark ([url removed, login to view])
Hello Sir We have developed finance related websites and i like to discuss project with you into more details so we can understand exact project scope. I like to share my work: [url removed, login to view] http://winningstoc Daha Fazla
Hello, I CAN COMFORTABLY DEVELOP THE REQUIRED CRM FOR FINANCIAL PLANNING AND ACCOUNTING FIRM. Please initiate an interview to proceed further, I assure you completion of quality job with specified specs and as per y Daha Fazla
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