CRM Enhancement with Client/Admin Dashboards
Budget: $250 – $750 USD
Job Description:
We're seeking a developer to enhance our CRM by connecting search filters to the database and creating new pages, including a Client Dashboard and an Admin Dashboard.
** We're using EspoCRM Open Source for our CRM **
Client Dashboard:
Display wallet amount, account ID, password, withdrawals, and deposits.
Admin Dashboard:
Manage client accounts, approve/reject withdrawals, and create broker accounts (demo/real).
Additional Tasks:
API integration for various fields.
Modify lead page layout.
Stop auto-follow for admin-only tasks.
API documentation: https://documenter.getpostman.com/view/10934976/T1LHJW88?version=latest
CRM Access: https://elitexcrm.com/
Username: Demo
Password: Demo1234#
We're seeking a developer to enhance our CRM by connecting search filters to the database and creating new pages, including a Client Dashboard and an Admin Dashboard.
** We're using EspoCRM Open Source for our CRM **
Client Dashboard:
Display wallet amount, account ID, password, withdrawals, and deposits.
Admin Dashboard:
Manage client accounts, approve/reject withdrawals, and create broker accounts (demo/real).
Additional Tasks:
API integration for various fields.
Modify lead page layout.
Stop auto-follow for admin-only tasks.
API documentation: https://documenter.getpostman.com/view/10934976/T1LHJW88?version=latest
CRM Access: https://elitexcrm.com/
Username: Demo
Password: Demo1234#