Build a customer portal -- 2

£3000-5000 GBP

Închis

Data postării:

peste 1 an în urmă

£3000-5000 GBP

Plata la predare

I would like to build a customer portal which allows customers to self-service and view their applications with the business. The portal will be dynamic and linked mainly to Zoho CRM and other external applications. Below are some of the features and pages required on the portal. I would also be open to hearing suggestions and advice on implementation, design and functionality. ----------------------------------------------------------- CUSTOMER FACING Misc functionality - Login/authentication - Magic links - Feed and pull data from Zoho CRM Homepage/Landing Page - Overview of mortgage deals - Customer be able to provide - Data/Information/Forms - Documents portal/hub - Deals page to view current and previous deals in detail Customer Data - Customer to be able to choose their own journey and provide information accordingly - Customer to complete dynamic forms depending on customer journey - Dynamic forms to be tailored to customer journey and responses - 3 main forms depending on customer journey - Information to be fed to Zoho CRM Documents - Hub for customers to be able to upload, download and view documents online - Sorting functionality Deals - Customer to be able to view all current and previous deals - View the information and documents specific to each deal ADVISER FACING Client databases - Dynamic databases to be able to sort and view clients and deals Client profiles - Client overviews - View all customer information provided - Linked information and data to other registered clients - View all completed forms and information - View and manage all client and deal documents - Manage deal information Sourcing - Use APIs to create additional functionality within the portal - Use the information to feed to deals and other sections of the portal and client information Adviser tools - Create documents using information from the portal - Adviser to be able to create tasks to prompt/for client to complete - Admin - Manage advisers and portal users

ID-ul proiectului: 36196760

Despre proiect

86 propuneri

Proiect la distanță

Activ: 1 an în urmă

Vrei să câștigi bani?

Adresa de e-mail

Avantajele de a licita pe platforma Freelancer

Stabilește bugetul și intervalul temporal

Îți primești plata pentru serviciile prestate

Evidențiază-ți propunerea

Te înregistrezi și licitezi gratuit pentru proiecte

86 freelanceri plasează o ofertă medie de £4.421 GBP pentru proiect

@tretanz

We have team of designer and developer who will work on your requirement and make the site with all the features. I do have questions regarding few of the things you have mention here in the list. We have done majority of the modules in the past as well. We are looking forward to work with you. Thank you.

£4.000 GBP în 7 zile

4,9

(690 recenzii)

9,3

@augurstech

A Warm Hello! We are readily available to start working on this project! I have read your job posting and found our skills best suited for the project scope. I would be glad to mention here that our team having developers with years of experience in latest technologies. We are confident to provide you customer portal with desired functionalities highlighted in your posting. Lets get connected here on Chat to discuss the requirements and once this is done will proceed with the project architecture phase, where we will plan how to organised and implement the modules, in a order to achieve reliability, scalability and performance. Regarding a project, I personally generally follow below-mentioned approach: * Requirements Documentation * Wireframing: We use UX/wireframes prototyping in Adobe XD, photoshop * Designing * Project management * Development: * Testing & Quality check Thanks & Regards Ana

£5.000 GBP în 70 zile

4,9

(201 recenzii)

9,3

@sapotacorp

Hi sir, We will provide you dedicated resources on the project I helped 37 clients from United Kingdom then i think you will be next one. We should split your project to some milestones and you only need to pay when your first phase is completed. There are no risk for you. Best regards, Michael

£3.748 GBP în 30 zile

5,0

(763 recenzii)

9,1

@leadconcept

Hi there, I have read everything and do you want to integrate 3rd party APIs for the "Overview of mortgage deals" or all deals will be posted by web admin? Please provide more detailed flow or if possible, please share any reference website URL to follow in terms of functionality. Do you need any payment method integration? Also please explain what kind of information and data you want to Sync with Zoho CRM? ------------------ Kindly ignore the bid and once you answer above questions, I can then give you our final/firm bid. Look forward to hearing from you. Thank you, Yasir LEADconcept PS: Please let me know, if you want to see some of our recent portfolio.

£4.000 GBP în 7 zile

5,0

(121 recenzii)

9,2

@seaanddream

Hi, my name is Selim. I am the Director of ANC, registered in the UK. We provide end-to-end development solutions, including web development, web apps and native/hybrid mobile apps... We are specialized in bespoke solutions… I read your "Build a customer portal -- 2" project descriptions carefully before bidding. I checked your requirements as well. I understand your need, and I am ready to discuss details when you are available... I am top-rated software development expert here at freelancer.com. Pls check my profile and feedbacks first to have some idea about the quality of my work. We have developed several similar desktop/cloud solutions for our clients. Kindly get back to me if you wish to proceed with a top-rated and reliable partner here...pls note that I only deliver best quality at a reasonable price, and I am open for long-term partnerships, if you wish too... I bid my best for you to start business, and I am ready to discuss details once you give me a reply... Kind Regards, Selim

£5.000 GBP în 60 zile

5,0

(215 recenzii)

8,6

@asifchaudhry2015

Hi there, I am a project manager in Webexert Software house. I have a complete team to build everything for you as you mentioned in your project detail. I would like to discuss in detail. We will provide you with 100% satisfaction and will provide you quality work. Kindly start chat with me. I willing to call and chat as well. Thanks

£4.000 GBP în 20 zile

4,9

(245 recenzii)

8,3

@gauravgargcs

Hello, Hope you are doing great, As per your work requirements which you mentioned in your project description i can design and develop a fully professional and functional customer portal, I have a 7+ year experience in full stack developement, Let's connect through chat for detailed discussion, Thanks Gaurav D.

£4.000 GBP în 20 zile

5,0

(200 recenzii)

7,8

@TechTimes

Hello, Yes, we can help you with this project. I have few questions related to your project specification. Lets discuss over chat. Our specialty:- Angular, React, Nodejs, WordPress, PHP, Laravel, CodeIgniter, CakePHP, MySQL, Mongodb, PostgreSQL, HTML5, Bootstrap, JavaScript, etc... Why choose us: 1. Over 130 projects & 5 out of 5 star rating 2. No bad review in last 5 years 3. Most importantly 38% repeat hire rate Thank you Esha

£4.000 GBP în 47 zile

5,0

(121 recenzii)

7,7

@cmitexperts

Hi there! Did go through your job description and glad to share that I have experience in working with PHP, MySQL, Laravel, ReactJs, VueJs development platform. I have more than ten years of industry experience and have been the part of diverse industry verticals. I also have expertise with Magento, WordPress, PHP, API's development & Integration and CodeIgnitor along with XD and Figma. So can help you with the design as well. Looking forward to your response.

£4.000 GBP în 50 zile

5,0

(150 recenzii)

7,4

@pixxelu16

Dear Employer, Greetings, We're having complete expertise Inhouse for above stated scope of work with web UI/UX and core customizable developments we can help you with Guaranteed results based upon your expectations for satisfaction level I'm a UI designer and researcher having my Team for Maintenance Management and Monitoring of Web Applications. We Deliver following Services best up-to level of client satisfaction, UI/UX Development (Frontend / Backend) SEO on page/Off page along with digital marketing SMM googleAds and ppc Tech Stack available are Linux , MySql , PHP , C# , Oracle , VeuJS , React JS, Flutter , HTML, CSS , FIGMA ,Photoshop Adobe XD Let's discuss more send me a message so we proceed. SO looking for future collaborations too Thanks & Best Regards Rakesh

£4.500 GBP în 45 zile

4,9

(79 recenzii)

6,9

@onkarkulkarni8

I will design and develop a mobile responsive customer portal for your requirements using ZOHO CRM and other third party APIs to showcase all the data under a single dashboard. Connect with me to discuss more in detail about the data processing and project flow before you take your final call

£5.000 GBP în 75 zile

4,9

(88 recenzii)

7,1

@techwelfare

Hi As reading, we are sure to fulfill your requirements perfectly because we have enough skill for your project. We are professional website developers having 11 years of working experience. Cost and timeline will be confirmed in chat after a complete understanding of the requirements. Waiting for your positive responses. Thanks & Regards Techwelfare

£4.000 GBP în 450 zile

4,7

(189 recenzii)

7,4

@Agiletechstudio

Hi there, I have read your initial requirements in detail and I have some questions regarding your customer portal project. please send me a message so that we could discuss further requirements, budget, and timeline. I can start work on your project right away. We have 8 years plus of experience in mobile, Web, and Desktop application development, Data Analysis, Excel, and designing. We are available 24/7 and have strong skills in these types of projects. Have a nice day! Ahsan

£3.000 GBP în 15 zile

5,0

(35 recenzii)

6,7

@liveexperts123

Hi there,I'm biddin on your project "Build a customer portal -- 2"Website Design, Engineering, MySQL, Web Security and Data Processing I would like to build a customer portal which allows customers to self-service and view their applications with the business I have read your project description and i'm a Professional Engineer therefore i can do this project for you perfectly.I still have a few questions. please leave a message on my chat so we can discuss the budget and deadline of the project. Thanks. .. .

£5.000 GBP în 6 zile

4,9

(24 recenzii)

6,5

@clarigo2

Hello, After reading the details, it became clear to me that you needed a CUSTOMER PORTAL where consumers could access self-service and view the applications submitted to the company. The platform will interface with Zoho CRM and other external apps and be dynamic, scalable, and responsive for all devices. **Further to your requirements** - I am a certified Web designer and developer having 6 years of proficient experience. - Frontend : Angular & React JS - I have experience in HTML, CSS & JAVASCRIPT - Familiar with TYPESCRIPT - Database: Mongo DB - Backend: NodeJS I am curious to discuss more details, Can we connect for project planning, quotations, and timeline discussion? Regards, Akshay P.

£4.000 GBP în 40 zile

4,7

(61 recenzii)

6,9

@EvenLogics

ZOHO experts are here for your project! As per my understanding, you require a customer portal developed using Zoho CRM that can allow users to self service and view applications with the business. We are a team of 45+ professionals that have great experience working with Zoho to develop many complex and advanced web portals. We will develop your web portal with all the dynamic forms for customers to provide data and features so that customers can view their mortgage deals, and create, download, and upload documents with information from portal, and Admin panel features. You can interview us and we will be happy to show and explain our experience with similar projects in our 15+ years of development experience. Looking forward to hearing from you, Fahad Khawaja

£3.600 GBP în 25 zile

4,5

(42 recenzii)

7,3

@amitarai

Hi, I read through the job details extremely carefully and am sure I can do the project very well. I have more than 8 years of marvelous experience in Web Technologies. I am fully dedicated and enthusiastic and I will serve you best as Technology-Partner. I would love to work on your project. Please send me a message so that we can discuss this project more.

£4.000 GBP în 7 zile

4,9

(100 recenzii)

6,4

@fairchance

Dear Sir, Hi Thank you for giving us this opportunity to serve you professionally and productively. Here is the link to my profile reviews: https://www.freelancer.com/u/fairchance.html My profile reviews showing that I am Top Zoho One Professional. On this platform, I am Top Rated & preferred freelancer, which is an obvious indication of the excellent quality work I deliver for my respectable customers. Sir, I am also Zoho Certified CRM Consultant and Zoho Certified Creator Developer – Associate. I am working in the Zoho Suite of apps for the last seven years. I have built many applications on Zoho One, i.e., Zoho - Creator, CRM, Books, Projects, Sites, Invoices, Desk, and Analytics, with extensive integration of Zoho Products and third-party apps. I shall be very helpful to you regarding your CRM automation, web integration, and other CRM administrative support like User Rights Assignments, Blueprint, workflow automation, module customizations, etc. I have read all your job posts and am fully well versed in your requirements. I can build Customer Portal in Zoho Platform as per your functional requirements efficiently and professionally. Sir, if I have a chance, I will prove to you that I am the freelancer you are looking for. Kind Regards Fairchance Zoho Certified CRM Consultant / Zoho Certified Creator Developer – Associate/ Zoho Platform Expert

£4.000 GBP în 20 zile

5,0

(39 recenzii)

6,5

@DrSyafiq

Hello MortgagesbyUmair, We would like to grab this opportunity and will work till you get 100% satisfied with our work. We are an expert team which have many years of experience on Website Design Please come over chat and discuss your requirement in a detailed way. Thank You

£4.800 GBP în 7 zile

5,0

(12 recenzii)