Credit Consulting - Mortgage coaching CRM

Completed Posted Nov 30, 2011 Paid on delivery

$1500-3000 USD

Paid on delivery

Completed Paid on delivery

We need the following:

A CRM database where we can update client status on their progress in credit repair, down payment savings, paying down certain debts, and reestablishing new cards. We will manually update this system but need further:

A client portal where they can log in and check status of this progress

A referral partner portal where they can log in and see the progress on only the clients they refer.

Basically an affiliate friendly portal along with a provate client portal and appx 10 in office users on our end. We house appx 300 clients and 1000 prospects at the time but obviously want endless space. Clients become inactive after about 12 months.

We also need it to integrate to our website for the clients that inquire (import form information).

Needs to be exportable to CSV or XLS

Have graphable description of results for all views

Run general reports on all

Send mass emails as well as single emails to clients with one click

Capture email communication from both Outlook and Entourage

Affiliate Marketing CRM Joomla PHP Software Architecture

Project ID: #1319079

About the project

10 proposals Remote project Active Dec 9, 2011

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anhouse's Profile Picture
anhouse

Please see pm for proposal as agreed for both phases and additiona feature

$4500 USD in 68 days
(6 Reviews)
5.5

10 freelancers are bidding on average $3099 for this job

krishdts's Profile Picture
krishdts

Hello ,we have gone through your project named Credit Consulting - Mortgage coaching CRM and we like to convey that we have already done similar kind of projects before also. We can address any concerns that you migh More

$2000 USD in 35 days
(77 Reviews)
8.2
cpt2011's Profile Picture
cpt2011

CRM Experts & We are CMMI Level 3 Certified Company. Check Pm for more details Regards, Shree Changepond Technologies Team

$3000 USD in 25 days
(30 Reviews)
8.0
AphroECS's Profile Picture
AphroECS

Hello, we have built something very similar in past - please have a look at pmb for bid details and work reference. Thanks!

$5000 USD in 45 days
(77 Reviews)
7.5
webspidy's Profile Picture
webspidy

Sir, At the Webspidy, we have developed ERP solutions and CRM systems for our Clients in the Field of Manufacturing, Education and Money Managing. We can, with this Experience, develop this CRM system for you. Check More

$2200 USD in 60 days
(19 Reviews)
7.0
gsala81's Profile Picture
gsala81

Hello, 10+ years exp full time freelancer here, can deliver a quality & professional work in the timeframe posted. Please contact me via PM for any question, Thanks.

$1500 USD in 20 days
(42 Reviews)
6.3
ShantOM's Profile Picture
ShantOM

I have gone through your requirements and ready to assign my team for this project, please check previous work for quality purpose and decide the best team for this project accordingly. Regards, Tarun

$3000 USD in 45 days
(12 Reviews)
5.7
ETNASoftware's Profile Picture
ETNASoftware

hi, please check your inbox for details and examples of relevant works. We have built a mortgage CRM already. Thanks! -Paul

$3000 USD in 30 days
(1 Review)
5.1
exoticsolutions's Profile Picture
exoticsolutions

Hello Sir. Please see PMB. Thanks

$4000 USD in 40 days
(4 Reviews)
5.0
winmaclin's Profile Picture
winmaclin

Dear Sir, We can definitely help you with your need. Please see my personnel message to know about our expertise and to review our past work. Thanks

$2800 USD in 60 days
(2 Reviews)
2.8
papanbamba's Profile Picture
papanbamba

Hi We could do as per your requirement. u could check that out. we would work till your satisfaction. -- Please check inbox for our previous work.

$1892 USD in 22 days
(1 Review)
0.0
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