Custom CRM/CMS Development for Factoring Company
Budget: $1,500 – $3,000 USD
I'm seeking a talented developer to create a custom CRM/CMS for my small invoice factoring and insurance premium financing company. The system should cater to basic CRM/CMS functions, with room for future enhancements.
Key Requirements:
- Primary focus on both CRM and CMS functionalities
- Critical integration with Hawksoft CMS, our third-party agency management system
- Cloud-based document management
- E-signature integration with platforms like DocuSign or DigiSigner
- Support for Smart Contracts on the blockchain, with potential crypto coin creation
- Integrated calculator for computing interest, due dates, etc
- Basic function for transferring leads into CRM via .csv or from Marketing 360 CRM
- Multiple log-ins for agents to access signed docs, contract copies and the status of policies/invoice advances
- Possible compatibility with Zapier
Ideal candidates should possess:
- Extensive experience with CRM and CMS development
- Proven track record of integrating third-party systems
- Proficiency in developing cloud-based document management systems
- Familiarity with blockchain technology and smart contracts
- Experience in creating systems with multi-user logins
Please note, the system needs to be flexible for future upgrades. I look forward to receiving your proposals.
Key Requirements:
- Primary focus on both CRM and CMS functionalities
- Critical integration with Hawksoft CMS, our third-party agency management system
- Cloud-based document management
- E-signature integration with platforms like DocuSign or DigiSigner
- Support for Smart Contracts on the blockchain, with potential crypto coin creation
- Integrated calculator for computing interest, due dates, etc
- Basic function for transferring leads into CRM via .csv or from Marketing 360 CRM
- Multiple log-ins for agents to access signed docs, contract copies and the status of policies/invoice advances
- Possible compatibility with Zapier
Ideal candidates should possess:
- Extensive experience with CRM and CMS development
- Proven track record of integrating third-party systems
- Proficiency in developing cloud-based document management systems
- Familiarity with blockchain technology and smart contracts
- Experience in creating systems with multi-user logins
Please note, the system needs to be flexible for future upgrades. I look forward to receiving your proposals.