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

Квалификация: CRM, MySQL, PHP, Архитектура ПО, Дизайн сайтов

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О работодателе:
( 0 отзыв(-а, -ов) ) India

ID проекта: #19326723

9 фрилансеров(-а) в среднем готовы выполнить эту работу за ₹17663


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