web application for loan management / web crm for lead management | mobile app | etc..

Mainly module

1- lead management (capture to closed FROM VARIOUS SOURCE)

2 loan MANAGEMENT(open lead to closed)

3- rto

4- Genral insurance

5- accountancy for all module (interlink)

6-hr management


7- above all feature in mobile app





>Customer complete hard copy of file feed in pre selected (drop down) form with proposed loan, current residence address , email id , 2 reference , file source from , permanent residence addresses business details & address, staying since current location / city / office / accounting- earning source from to pass on form, last 3 income tax returns details , all contact number , email id

All running & completed loan details , proposed loan starting emi date complete date Complete loan application form upload/ feed with loan lead to customer final payment done with customer to customer earning / accounting etc…

>All hard copy of all doc scan or upload in customer data base with clear copy reprint facility customer id and with search bar (customer id – mobile number / vehicle number)

>multiple pc and mob app access

>upload scan or jpeg customer kyc and other from executive on their mobile app

>upload sell vehicle through direct from app ( link with our current web to sell vehicle page direct upload

>copy / synchronize all contacts to our panel to update and send msg to new offer scheme

>insurance data upload ,premium calculator, renewal reminder / last premium / last commission / current commission / current insurer / last insurer / claim details etc…

>many other features as discuss on call for more info call 9979880211

>accounting > commission earn , commission pass on to reffral, net commission, earn sources other earning, customer payment issue details cash , cheque , neft , other etc……….

>birthday, anniversary reminder and auto send sms / email

>all data export and import in multiple form

>new scheme/ updation / offer etc message & email sending portal from single source through api for sms

>current month file login/ in process panel

>lead panel

>to do task / meeting / chat box for internal staff / Group discussion / etc……

>attendance marking system and accounting for salary

>contacts / data base upload, import & export from various sources direct upload / copy from mobile app user / for calling follow up / new business generate / new lead for our business with follow up sheet

>lead management

>many other usefull feature from ur end

>update as come in our mind

>gst invoice format for different as financer format numerical data

> through gmail employee gps tracking (all employees use office phone with official office gmail id

Skills: CRM, MySQL, PHP, Software Architecture, Website Design

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About the Employer:
( 0 reviews ) India

Project ID: #19326723

9 freelancers are bidding on average ₹17663 for this job


We are a team having experience over 10+ years in PHP and it's Framework and Mobile [login to view URL] already developed similar project,please find details below: CRM = [login to view URL] Admi More

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Hello, Have seen your requirements for loan management system Glad to say that we have already develop for our client we are officially partner of Suite CRM. We have develop Many CRM From the scratch . More

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Hey, Hope you are doing well... I have premade CRM for Advisory and insurance policy companies. I can modify it for your need. I can share live link with you. For more details please message me Thank you

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Hi, we have gone through your requirements and we can do this task. The skills and resources needed for this project are in my genes. I can assure you for a complete professional work in given time [login to view URL] sh More

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