Web portal CRM
Budget: ₹1,500 – ₹12,500 INR
Need one small web portal with multiple user login id and password facilities
1) We have one ready tool in streamlit which generates agent data in excel. Want to transfer it to here where web portal will be created
2) generated excel data consists of policyholder name, start date, end date, etc.
3) need this excel to be imported or fetched in respective user web portal so data can be viewed in presentable form and modified if required
4) automatically reminders should go on mail id and mobile number of respective policyholders on or before renewal.
5) data can be edited or directly manually too if required
6) agent wise login id and password required
7) new policy renewed msg should go automatically to client from it
8) user wise login id and password to be created
9) we will charge yearly/monthly fee from users so payment facility and usage expiry dashboard to be given.
10) specific period upload and download excel should be available to see business.
Your suggestions or addition will be welcomed. Basically this can be used as reminder app and business mis tool.
Looking to do this simple work at low cost. . Pls contact only if u have worked on similar things and dont do time pass. . You will need to give demo of your similar work first.
1) We have one ready tool in streamlit which generates agent data in excel. Want to transfer it to here where web portal will be created
2) generated excel data consists of policyholder name, start date, end date, etc.
3) need this excel to be imported or fetched in respective user web portal so data can be viewed in presentable form and modified if required
4) automatically reminders should go on mail id and mobile number of respective policyholders on or before renewal.
5) data can be edited or directly manually too if required
6) agent wise login id and password required
7) new policy renewed msg should go automatically to client from it
8) user wise login id and password to be created
9) we will charge yearly/monthly fee from users so payment facility and usage expiry dashboard to be given.
10) specific period upload and download excel should be available to see business.
Your suggestions or addition will be welcomed. Basically this can be used as reminder app and business mis tool.
Looking to do this simple work at low cost. . Pls contact only if u have worked on similar things and dont do time pass. . You will need to give demo of your similar work first.