Client Management System Web Panel and Mobile App - CRM
Budget: $30 – $250 USD
Here is a proper pointwise features list and scope of work for an Admin Web Panel and Admin Mobile List:
Admin Web Panel Features:
Add clients: Administrators can add new clients to the list by filling out a form with the client's information, such as name, email, phone number, and address.
Edit clients: Administrators can edit existing clients' information, such as updating their contact information or changing their subscription plan.
Delete clients: Administrators can delete clients from the list if they are no longer active or if they violate the terms of service.
Send reminders: The payment reminder notification app can send reminders to clients who have overdue payments or upcoming payment deadlines.
Customize reminders: Administrators can customize the content and frequency of the reminders to best suit their clients' needs.
Track payment history: The app can keep track of clients' payment history, including the amount paid, the date of payment, and any outstanding balances.
Receive notifications: Administrators can receive notifications when a client makes a payment or when a payment is overdue.
Manage payment plans: The app can help administrators manage payment plans for clients, including setting up recurring payments and adjusting payment amounts.
Admin Mobile List Features:
Add clients: Administrators can add new clients to the list by filling out a form with the client's information, such as name, email, phone number, and address.
Edit clients: Administrators can edit existing clients' information, such as updating their contact information or changing their subscription plan.
Delete clients: Administrators can delete clients from the list if they are no longer active or if they violate the terms of service.
Send reminders: The payment reminder notification app can send reminders to clients who have overdue payments or upcoming payment deadlines.
Customize reminders: Administrators can customize the content and frequency of the reminders to best suit their clients' needs.
Track payment history: The app can keep track of clients' payment history, including the amount paid, the date of payment, and any outstanding balances.
Receive notifications: Administrators can receive notifications when a client makes a payment or when a payment is overdue.
Manage payment plans: The app can help administrators manage payment plans for clients, including setting up recurring payments and adjusting payment amounts.
Scope of Work:
Develop an admin panel and mobile list that allows administrators to manage clients' information, payment plans, and payment history.
Include features such as adding, editing, and deleting clients, sending reminders, customizing reminders, tracking payment history, and receiving notifications.
Ensure that the admin panel and mobile list are user-friendly and responsive to different browsers, operating systems, and devices.
Provide support for the admin panel and mobile list, including billing management, domain management, and domain allowlist management.
Assign admin roles to users in the Google Admin console, granting them administrator privileges and access to the Admin console.
Provide advanced security information and analytics for admins with the privilege to access it.
Technology:
NodeJS, ReactJS, NextJS, TypeScript, Js, React Native, Flutter, ExpressJS, NextJS, React Native, MongoDB and MySQL
Admin Web Panel Features:
Add clients: Administrators can add new clients to the list by filling out a form with the client's information, such as name, email, phone number, and address.
Edit clients: Administrators can edit existing clients' information, such as updating their contact information or changing their subscription plan.
Delete clients: Administrators can delete clients from the list if they are no longer active or if they violate the terms of service.
Send reminders: The payment reminder notification app can send reminders to clients who have overdue payments or upcoming payment deadlines.
Customize reminders: Administrators can customize the content and frequency of the reminders to best suit their clients' needs.
Track payment history: The app can keep track of clients' payment history, including the amount paid, the date of payment, and any outstanding balances.
Receive notifications: Administrators can receive notifications when a client makes a payment or when a payment is overdue.
Manage payment plans: The app can help administrators manage payment plans for clients, including setting up recurring payments and adjusting payment amounts.
Admin Mobile List Features:
Add clients: Administrators can add new clients to the list by filling out a form with the client's information, such as name, email, phone number, and address.
Edit clients: Administrators can edit existing clients' information, such as updating their contact information or changing their subscription plan.
Delete clients: Administrators can delete clients from the list if they are no longer active or if they violate the terms of service.
Send reminders: The payment reminder notification app can send reminders to clients who have overdue payments or upcoming payment deadlines.
Customize reminders: Administrators can customize the content and frequency of the reminders to best suit their clients' needs.
Track payment history: The app can keep track of clients' payment history, including the amount paid, the date of payment, and any outstanding balances.
Receive notifications: Administrators can receive notifications when a client makes a payment or when a payment is overdue.
Manage payment plans: The app can help administrators manage payment plans for clients, including setting up recurring payments and adjusting payment amounts.
Scope of Work:
Develop an admin panel and mobile list that allows administrators to manage clients' information, payment plans, and payment history.
Include features such as adding, editing, and deleting clients, sending reminders, customizing reminders, tracking payment history, and receiving notifications.
Ensure that the admin panel and mobile list are user-friendly and responsive to different browsers, operating systems, and devices.
Provide support for the admin panel and mobile list, including billing management, domain management, and domain allowlist management.
Assign admin roles to users in the Google Admin console, granting them administrator privileges and access to the Admin console.
Provide advanced security information and analytics for admins with the privilege to access it.
Technology:
NodeJS, ReactJS, NextJS, TypeScript, Js, React Native, Flutter, ExpressJS, NextJS, React Native, MongoDB and MySQL