Build a Basis CRM and Client Portal with Document and Task Management on Bubble
Budget: ₹1,500 – ₹12,500 INR
Document Management: The ability to upload and store documents related to clients, such as contracts, invoices, and proposals. The system should allow for easy organization and searching of documents.
Task Management: The ability to create and manage tasks related to clients and projects, such as follow-ups, deadlines, and reminders. The system should allow for assigning tasks to team members and tracking their progress.
Client Portal: A dedicated portal for clients to view their documents and tasks related to their project. The portal should be customizable, secure, and easy to use.
Contact Management: The ability to store and manage client contact information, such as email addresses, phone numbers, and addresses. The system should allow for easy searching and grouping of contacts.
Task Management: The ability to create and manage tasks related to clients and projects, such as follow-ups, deadlines, and reminders. The system should allow for assigning tasks to team members and tracking their progress.
Client Portal: A dedicated portal for clients to view their documents and tasks related to their project. The portal should be customizable, secure, and easy to use.
Contact Management: The ability to store and manage client contact information, such as email addresses, phone numbers, and addresses. The system should allow for easy searching and grouping of contacts.