Membership SaaS
Budget: $8 – $15 USD
We need a SaaS to manage our different product offerings and memberships.
Functionalities required:
1. Membership portal
2. Document uploads
3. Interactive calculators
4. Backend API to ZOHO CRM
5. Ability to load various products and services
6. Payment integration with cBucks.
SaaS will offer two dashboards, one a business facing dashboard with multiple operations and integrations and the other is a white label consumer dashboard with relative information.
1. Business CRM
- Communication library with placeholder tags consisting of letters for different suppliers.
- Open API
- Integrated with [login to view URL] to automatically send letters with the click of a button.
- Ability to add team members.
- Import new and updated products and services for clients.
2. Secured Client Portal
- Custom dashboard showcasing products and services signed up for, status & report data.
- Client onboarding process to upload documents.
- Client/Agency messaging via the portal.
- Section for affiliate links/credit card offers.
Functionalities required:
1. Membership portal
2. Document uploads
3. Interactive calculators
4. Backend API to ZOHO CRM
5. Ability to load various products and services
6. Payment integration with cBucks.
SaaS will offer two dashboards, one a business facing dashboard with multiple operations and integrations and the other is a white label consumer dashboard with relative information.
1. Business CRM
- Communication library with placeholder tags consisting of letters for different suppliers.
- Open API
- Integrated with [login to view URL] to automatically send letters with the click of a button.
- Ability to add team members.
- Import new and updated products and services for clients.
2. Secured Client Portal
- Custom dashboard showcasing products and services signed up for, status & report data.
- Client onboarding process to upload documents.
- Client/Agency messaging via the portal.
- Section for affiliate links/credit card offers.