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Online Sales Platform with login facility

Hi,

The solution we are looking for is an online sales platform providing direct login access to customers which will provide customers access to financial products and services available on the platform. The following will be the key components of the platform.

a. CRM to capture background information of customers and the products / service and its vendors.

b. Fee computation based on defined business parameters

c. Chat room that enable Customer to chat / arrange conference call / webinar directly with product / service vendors and allow placing orders through chat room.

d. investment transactions accounting / data file upload and portfolio / confirmation notes and other reports generation, automatic distribution to customers by email

e. document storage

f. Reconciliation with different database (eg: customer holdings with custodian statement)

Compétences : SugarCRM, Zoho

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Concernant l'employeur :
( 0 commentaires ) India

N° du projet : #12679717

8 freelance ont fait une offre moyenne de 78856 ₹ pour ce travail

fixfin

Hi We are confident that we can accomplish the project as per your requirement. You are requested to go through our Profile to know our domain knowledge and our Services. We have done lots of customization on vTige Plus

62500 ₹ INR en 30 jours
(9 Commentaires)
3.8
Walkingdreams

Hello, We are Professional developers with similar expertise here and posting our bid as an expression of interest and appreciate further discussion in private message board. We are waiting for your message to comm Plus

59210 ₹ INR en 20 jours
(0 Commentaires)
0.0
42777 ₹ INR en 14 jours
(0 Commentaires)
0.0
miracitech37

Hi I have read your job description extremely carefully , so now don’t need to worry we will give PROFESSIONAL work in MINIMUM PRICE and I am absolutely sure that our team can do the job very well but I have couple of Plus

51388 ₹ INR en 20 jours
(0 Commentaires)
0.0
RichardoZhang

Dear Sir, I am good at using php, java, html and other related tools to design website. I can do this for you. Thank you.

62500 ₹ INR en 20 jours
(0 Commentaires)
0.0
responsivecoder

✪ 100% Completion Rate ✪ Preferred Freelancer ✪ Pay On Demo, No Down Payment We are based in India providing best result oriented web design services . We have a dedicated team of 10 professional designers and Plus

50000 ₹ INR en 60 jours
(0 Commentaires)
0.0
omsoftware

Hi there, We are one of the best development team on freelancer. We are having 11+ years of experience and also successfully completed 1000+ projects; We are a web development firm specializing in eBusiness optimi Plus

128865 ₹ INR en 35 jours
(0 Commentaires)
0.0
esolzsales

Hello, Greetings, Top most Freelancer to work with and have great reviews too. I have read the project details. It would be helpful if we can have 1-1 call / chat in Freelancer to have the seamless understa Plus

173611 ₹ INR en 40 jours
(0 Commentaires)
0.0