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Various projects with regards to our CRM system

₹600-1500 INR

Closed
Posted about 4 years ago

₹600-1500 INR

Paid on delivery
Various functionalities to be added to Zoho as part of CRM system switch. Royal Mail Address Checker This will be used to screen current address and previous addresses of clients, ensuring that the address we complete on paperwork is the exact address the bank/lender would have. PDF Pre Completion We will need to ensure that our Letters of Authority for each product can be pre-completed with the information held in the contact record on Zoho Pre Completion of Word Documents Invoices etc should be able to be pre-completed using a mixture of the data held in the clients contact records as well as specific details relating the a single case that has been upheld and is due for invoicing. Multiple Products The CRM should be able to handle multiple products, as referenced above. Multiple cases under each product A client may have for example 4 PPI Claims total, with 4 separate lenders, as well as a mis-sold mortgage complaint with another lender. The CRM should be able to track each of these cases individually. Master Tracker A record should be kept in a ‘master’ file for each bank/product in order to easily search for example keywords ‘Barclays’ & ‘PPI’ which would then show a master list of each of the PPI claims submitted to Barclays along with a status of what stage each claim is at.
Project ID: 24515981

About the project

2 proposals
Remote project
Active 4 yrs ago

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2 freelancers are bidding on average ₹950 INR for this job
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hi client,I have experience in CRM apps.i hscr a team also who can work accurately let me know your intrest
₹850 INR in 1 day
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Hi I would like to work with you. I'm individual experienced freelancer and expertise in Web Development,Data Management and Data Analysis. I can start work immediately.
₹1,050 INR in 3 days
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Flag of INDIA
Chandigarh, India
4.6
48
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Member since Mar 27, 2019

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