Power Apps CRM for Financial Planning
Budget: $250 – $750 USD
I am looking for a talented app developer with Power Apps experience to create a customer relationship management tool tailored to the needs of a financially-focused practice. This robust application should include:
- Contact Management: Maintain a database of basic contact details (name, email, phone) as well as financial information (income, expenses, investments).
- Task and Appointment Tracking: Allow for scheduled tasks and appointments, tracking opportunities arising from these.
- Sales Pipeline: Visualize and track the progress of sales and opportunities, allowing manual input as well as automated opportunity creation based on certain criteria.
- Comprehensive Views: Should be capable of providing an aggregate view of each household's full spectrum of data, including contact information and account details.
- Opportunity Management: I want the ability to add opportunities manually, automatically create opportunities based on certain criteria, and track the stage and progress of each opportunity.
This job demands a solid understanding of CRM applications and proficiency in Microsoft Power Apps. Knowledge of financial planning is a definite plus.
- Contact Management: Maintain a database of basic contact details (name, email, phone) as well as financial information (income, expenses, investments).
- Task and Appointment Tracking: Allow for scheduled tasks and appointments, tracking opportunities arising from these.
- Sales Pipeline: Visualize and track the progress of sales and opportunities, allowing manual input as well as automated opportunity creation based on certain criteria.
- Comprehensive Views: Should be capable of providing an aggregate view of each household's full spectrum of data, including contact information and account details.
- Opportunity Management: I want the ability to add opportunities manually, automatically create opportunities based on certain criteria, and track the stage and progress of each opportunity.
This job demands a solid understanding of CRM applications and proficiency in Microsoft Power Apps. Knowledge of financial planning is a definite plus.