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Broker and Client management software

$300-600 USD

Completed
Posted over 9 years ago

$300-600 USD

Paid on delivery
A Broker Management System all behind a login system. 3 Security Levels - Admin, Broker, Assistant (Linked to a specific broker can also be linked to multiple brokers) Sections needed: 1. Dashboard Screen Admin - shows count of all broker, Clients, Pie Chart (google charts?) of all client status levels Broker - shows count of all their specific Clients, Pie Chart (google charts?) of all their client status levels Assistant - Welcome screen no information required just linked to Client Notes page. 2. Broker Page Admin - View all brokers with List of all brokers and broker will have a count of all their clients, button to display brokers clients. Broker - No access Assistant - No access - Additional info: filter list alphabetically or search for specific broker 3. Client Page Admin - View all clients, select box to choose different broker Broker - View all their clients Assistant - View all their clients and if servicing multiple brokers then list their brokers clients with a select box. - Additional info: filter list alphabetically or search for specific broker - Ability to email client info to specified email address including all client notes as csv/pdf attachment There needs to be a facility to import CSV/XLS file for Client Page. Once a month the clients page must be overwritten. No information for clients is ever altered as it gets overwritten monthly with the csv file. Admin only allowed this. 4. Client Notes Page Form - This must contain all clients info but a few additional fields including notes field. - Ability to email client info to specified email address including all client notes as csv/pdf attachment Reporting: Reporting will be a separate quote as client has not given full brief yet.
Project ID: 6205380

About the project

14 proposals
Remote project
Active 10 yrs ago

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Hello, will be glad to do this work for you, have big experience with PHP/MySQL/JavaScript. I read you task and have question about "Joomla" it's one from selected categories in you project, is there must be used Joomla or it's not necessary? My proposition is use Codeigniter or CakePHP framework for this, it's popular and easy to extend in future. Regards Denis.
$340 USD in 7 days
5.0 (89 reviews)
8.3
8.3
14 freelancers are bidding on average $506 USD for this job
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Hi I work towards providing reliable, relevant and robust IT solutions at most competitive prices to my customers. I ensure 100% customer satisfaction so lets start Thanks
$463 USD in 15 days
4.8 (459 reviews)
8.2
8.2
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Dear Customer! I am an expert PHP developer with over 6 years of experience and very interested to work on this project. Available to start immediately and finish as soon as possible. My bid is for fast professional service exciting my customers. Please contact in PMB to discuss details. Best Regards, Zeke
$515 USD in 20 days
4.5 (183 reviews)
7.5
7.5
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hi there sir, am in africa kenya, i have read and understoond the ind of a site you want for broker and clients, this is something i really understand i can even start it immediately and show you demo within very few days, i will work with you and support you fully in anything you need, i will start it from scratch with either, wordpress, joomla or php/mysql, i can work with any of this thanks and welcome
$500 USD in 15 days
4.9 (44 reviews)
6.1
6.1
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Hi, I have gone through your requirements .I am an experienced Web Developer at CMMI-5 Level company since August 2008.I am working on PHP,HTML,MySql,SQL Server,Oracle database, I can do your job confidently. I am very much Interested to do your work,Please revert me if you have any concern .I am ready to start now.
$580 USD in 15 days
4.3 (27 reviews)
5.4
5.4
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Greetings from bsoft(TM)! Quality work & your satisfaction is 100% guaranteed or we will gladly refund your money. Please review our portfolio & client feedback rating. Our 100% satisfaction rate can’t be matched! This bid amount and time is tentative at this moment, It will be finalized once your specifications are finalized & agreed upon. Please come with the answes of this question. 1. Please let us know about the detail of you business. 2. Please let us know about your product and it’s types or services. 3. Please give us some refarence url go get a better productivity. IF YOU AGREE WITH US THEN I WILL MAKE A FINAL PROPOSAL WHICH IS BASED ON YOUR DETAIL IN CHAT. SO PLEASE DONT AWARD THE PROJECT TO US WITHOUT ANY DISCUSSION Thanks with Regards Nilanjan Banerjee
$555 USD in 15 days
3.9 (18 reviews)
4.0
4.0
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A proposal has not yet been provided
$500 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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I am familiar with the requirement you mention in the description. I am very much interested to work on your project. I'll provide you the work as per your requirement with in a particular time frame. Thanks.
$322 USD in 12 days
0.0 (1 review)
0.0
0.0

About the client

Flag of SOUTH AFRICA
Port Elizabeth, South Africa
5.0
2
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Member since Apr 1, 2014

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