I need a quote for a database that will be access buy 5 different agents within an insurance firm, this database will be used to keep track of clients basic info and notes of conversations that the agents had with clients and prospects and the day of the conversation.
please through in search by area code if possible. client is on a budget. Admin area a must
10 freelance font une offre moyenne de $63 pour ce travail
We have built intranet/extranet solutions that have enabled stakeholders to file documents, store notes and set appointments, etc - pretty much similar to what you need. Please open a dialogue with us so that we can sc Plus
I can get you set up with a web-based open source CRM (customer relationship management) software. This will allow the agents to create contact records for each of their clients and then log any types of activities, m Plus
i write stuff like this every other day. i can do this properly and test it thoroughly within a couple of hours once i have all the relevant info.
I guess, I can offer you very competitive and powerful solution. Please, see PM for further details.