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CRM For Insurance clients

$750-1500 USD

Closed
Posted about 10 years ago

$750-1500 USD

Paid on delivery
Hi, We need Website cum CRM for insurance clients. (for Example : LIC) Features : · Able to post Directly to News section on website, FB, Twitter and LinkedIn · Ability to add existing Client Details like Customer info, Plan selected, Next premium due, Family members their details etc. · Ability to add prospective clients, follow-up details, remarks , next calling date etc. · Interactive calendar to manage appointments , call schedule etc. · Notification directly to client’s email for premium due · Client login to see their plan, performance of the plan etc. · Add current Investment trends that will be updated to FB page as well
Project ID: 5418839

About the project

14 proposals
Remote project
Active 10 yrs ago

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14 freelancers are bidding on average $1,460 USD for this job
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Hello Sri Technocrat will provide fully interactive application/website for your project. As per the detail, Sri Technocrat will provide three template functional schemes and sample pages to make your choice for layout. It will be developed as per your requirement document. We would invite your feedback and suggestions on the selected format so as to make it exactly as per your requirements. The timeline for development is stated along with the bid. During development period, the site would be visible on one of our test servers. At the time of transfer of complete application to your control, we will send you complete code and documentation. We will provide a copy of complete site management manual. The total cost of the development is stated along with the bid. Sri Technocrat takes services of professionals in the fields of graphic designer, site management and programming. In order to provide best performance and in time, we accept milestone payment along with contract. We transfer all source codes, security protocols and password management to the client. We carryout site development in a modular form, so that and additional feature / facility can be added without disturbing the existing site. Thanking you for considering Sri Technocrat as a partner in development. With regards, Sri Technocrat
$989 USD in 30 days
4.8 (80 reviews)
7.7
7.7
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will be done on drupal platform, bid doesn't include any design/graphics work but drupal templates can be purchased at reasonable cost (50-200$)
$773 USD in 20 days
4.9 (151 reviews)
7.2
7.2
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Hi, Its Steve. Ready for the task. Please see my reviews and previous projects. Can we discuss the details further ? Waiting for your reply !
$1,275 USD in 7 days
5.0 (43 reviews)
6.3
6.3
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A proposal has not yet been provided
$1,159 USD in 20 days
5.0 (38 reviews)
5.6
5.6
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Hello, I have gone through the project requirements and interested in working with you. I am very much excited to know more about your project and would like to showcase our work done during a discussion. I can provide you with exact cost and timeline after a detailed understanding of your project. Therefore, please revert me here for further communication. Also, we can work as per your preferred timings and time zone. Look forward to talking to you. Best Regards, Rutu Taranekar Staffing Manager
$1,184 USD in 20 days
5.0 (2 reviews)
4.6
4.6
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Hello Sir, We have already built CRM software, its easy to use and included all the important features, if you are interested in ready made product which saves your time and money please contact me.I can present you the demo of CRM. We have worked on some CRM which is:- CRM-school management system CRM-mall management system CRM-hospital management system If you are interested in our services please reply back.I can give you CRM just in one week. if you want to customize it according to your requirement we can customize it. Looking forward to hear from you soon. Thanks
$1,111 USD in 12 days
0.0 (0 reviews)
0.0
0.0
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Dear customer, We have developed the architecture to manage clientele for lawyers and medical doctors. We offer a development in a platform that will provide you the conditions to evolve your database to a more complex CRM and potentially migrate to a full developed CRM that could include metrics, pipeline, prospects, budgets, quotas etc. I look forward enjoying a further detailed conversation about your requirements and expectations. Kind regards, Hector Arteaga
$3,888 USD in 90 days
0.0 (0 reviews)
0.0
0.0
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Hello, I hope this email finds you well. My name is Jimena Barrantes system engineer graduated with more than six years working in the IT field. Please find my resumé into my profile section in case that you would feel interested to read it. In addition,I found this webpage recently and I joined it to have the opportunity to work as a consultant ,moreover, I recently moved to Germany to study german and because of that, I still do not have a job. I read the project description and I know that I can help you with completing the tasks required, providing the time, quality and improvements that can be found on the way. Please let me know your thoughts. Kind regards, Jimena BL
$1,666 USD in 22 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of INDIA
Mumbai, India
0.0
0
Member since Apr 20, 2013

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