Build a customer portal -- 2

Închis Postat la acum 6 luni S-au achitat serviciile după ce au fost prestate
Închis S-au achitat serviciile după ce au fost prestate

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

Design site-uri web Securitate web Procesare date Inginerie MySQL

ID Proiect: #36196760

Detalii despre proiect

86 propuneri Proiect la distanță Activ acum 5 luni

86 freelanceri licitează în medie 4421£ pentru acest 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 majori Mai multe

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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 develo Mai multe

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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 Mai multe

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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 Mai multe

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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 solu Mai multe

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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% Mai multe

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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 i Mai multe

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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, Mai multe

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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 h Mai multe

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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 Mai multe

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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 detai Mai multe

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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 Mai multe

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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. Mai multe

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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 Mai multe

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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 Z Mai multe

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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 4 Mai multe

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amitarai

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fairchance

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DrSyafiq

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bsbrajmohan25

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