CRM Enhancement with Client/Admin Dashboards

Job ID: 38448265

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#
Related categories: PHP Website Design MySQL HTML ERP Software