WordPress Site Migration & Customization Expert Needed
Budget: $2 – $35 AUD
My WordPress site needs a thorough migration and customization to facilitate new functionalities. One of the top priorities is integrating forms with Microsoft CRM, but there are a variety of other tasks that need to be completed as well. The ideal candidate should have extensive experience in WordPress, Microsoft CRM integration, and site customization.
Key Tasks:
- Migrating and customizing my WordPress site
- Linking the domain to hosting
- Integrating forms with Microsoft CRM (this is a top priority)
- Creating client data forms linked to Dataverse. These forms include Income, Assets, Liabilities, Expenses, Goals, Scope of Advice, Insurance Form
- Setting up a payment portal
- Creating and managing forums
- Implementing bulk email and SMS functionality
- Establishing client logins where they can edit their details
I also require ongoing support post-project completion. The ideal freelancer would be someone with excellent communication skills, a strong understanding of web development, and a knack for customer service.
Current website is: www.forefrontinsights.com.au
Key Tasks:
- Migrating and customizing my WordPress site
- Linking the domain to hosting
- Integrating forms with Microsoft CRM (this is a top priority)
- Creating client data forms linked to Dataverse. These forms include Income, Assets, Liabilities, Expenses, Goals, Scope of Advice, Insurance Form
- Setting up a payment portal
- Creating and managing forums
- Implementing bulk email and SMS functionality
- Establishing client logins where they can edit their details
I also require ongoing support post-project completion. The ideal freelancer would be someone with excellent communication skills, a strong understanding of web development, and a knack for customer service.
Current website is: www.forefrontinsights.com.au