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Admin, CSR and Manager Platform for Existing Site

$750-1500 USD

In Progress
Posted over 7 years ago

$750-1500 USD

Paid on delivery
We are looking to build out our currant website to include an easy access system for our staff to access our customers information. This would include a 3 tear access system based on staff permissions to info Admin, Manager and CSR. The CSR section and Lowest level of permissions would have the ability to search for a customer and gain access to customers past and present delivery schedules, personal profile and any prior interactions (credits) with a CSR rep or changes made online by the customer and give them permission to relay new information but not change a customers profile. For instance if a CSR rep takes a postponement, Request for Credit or renewal on the phone they would enter the information on the system and the change would be confirmed and entered by a manager. The system would have to have email or chat functionality to pass along and document all purchases, changes requests and issues from our customers taken by the CSR Rep. The system would have to have calendar capability for future projects and out standing business. The CSR section would also give the CSR Rep a quick and simple way to signup new customers and renew old ones. Any new customer entered by the CSR or renewal would need to be confirmed by Management before that customer change or signup became active. All changes to a customers profile should be recorded on a Action Log and with the name of CSR rep the time date and change made. This log can be accessed by management to view but not altered. Changes to the Action Log can only be made by the Admin. The Management section would have all the functionality of the CSR section plus over site of all the CSR Rep's functions and their interactions with the CSR Section. Management would have the ability to freeze a CSR rep out of the site and create access for new CSR reps and monitor the CSR rep interactions. The management section would have the ability to confirm and approve changes by the CSR reps and activate clients programs (new and renewals) and apply credit to a customers program. The Management section would have access to Action Log of all tractions and communications but no ability to change or alter the Action Log. Admin would have all the functionality of the CSR and Manager plus the ability or alter or change the Action Log. As well as the ability to Freeze and Create a new Manager. The theme and design of this section should be the same as our currant theme. See [login to view URL]
Project ID: 11020364

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72 proposals
Remote project
Active 8 yrs ago

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HI we can do this as we discussed before. For CSR and the Management we will have their action pages in the frontend similar to the current user end in frontend. Admin will have their interfaces in wordpress backend so they can manage CSR, and management people. We will keep a log for both management and CSR as you asked in this project description and only the admin can modify . The management can monitor the CSR log. We will keep a access log time for both management and CSR which the admin can monitor. As you asked extend user profiles with renewals, postponements will need to be confirmed by management and the management actions can monitor by admin. However i'm bit confused with credit thing you mentioned in description(Request for Credit). Adding credits to system is not necessary i think. Instead a renewal represent the credit add. (Any actions that need credit will represents the add of credits ) Everything else is clear. Thank you Vinoj
$1,578 USD in 20 days
4.9 (256 reviews)
8.3
8.3
72 freelancers are bidding on average $1,604 USD for this job
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Let's discuss more about project to finalize the proper scope with estimated cost and time so ping me over the freelancer chat.....I will share some demo as well for recent works if you want to check. You can also check my profile page as i have around 31% Repeat Hire Ratio..so i work as long term basis...
$1,469 USD in 20 days
5.0 (190 reviews)
9.4
9.4
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Dear Sir, I have read your project description & understood the initial high level requirements, so please initiate the chat to finalize the contract details, estimate, payment terms etc. As our current bid is just a ballpark estimate but I am definitely flexible and can negotiate the cost to work together. Please let me know, if you want to see some of our past work. Look forward to hearing from you. Regards, YK LEADconcept
$3,777 USD in 50 days
5.0 (122 reviews)
9.2
9.2
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Hi, We are a skilled development team and we are working in web development for the last five years we can complete your task inefficient time and cost please fell free to contact us Thanks moonwebtech
$1,250 USD in 20 days
5.0 (335 reviews)
7.7
7.7
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Hi I have already built 3 tier module as plugin that integrate with site . I have read your requirement 70-80% functionality match with your requirement . I need to customize it as per terminology , name , little data flow and add few functionality . I can deliver you with Admin, CSR and Manager Platform with working module plus I will integrate & configure with existing site too . Please open chat . Thank you
$1,000 USD in 20 days
4.9 (325 reviews)
7.6
7.6
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Hello, Hope You are doing well. ARITY INFOWAY is complete web based solutions company. We able to provide web solutions from scratch to hosting . We always go through every point of your projects scope and provide you our comments & suggestions. ARITY INFOWAY is leading growing company in outsourcing business. We are having 15+ members with expertise in various technology. Web Designing :- HTML5/PSD to HTML/CSS3/JS/Angular JS/Node JS/jQuery/Responsive Web Designing/UI Development/Frontend Development/Logo Designing/Theme Integration/AJAX/Web Services PHP:- MySQL/Core PHP/Magento/Joomla/Wordpress/CMS/Blogs/Codeigniter /Smarty/Moodle/Symfony/Yii/Drupal/eCommerce/OSCommerce/Shopping Cart .NET:- ASP.NET/VB.NET/C#/MVC/ Umbraco/Entity Framework/BioSecure Software/SQL Server/HSQL DB/Kendo UI/Telerik Control/Azure Storage/CDN Storage/WCF/WPF/Web API/HRM Integration/Desktop Applications Mobile Applications:- Android/iOS/Windows Payment gateway Development & integration:- PayPal/Avangate/Skrill/CCAvenue/WorldPay/Stripe Web Hosting:- (Linux/Windows) Hosting/Advance DNS Solution/Server Installation & setup/Mail Server/Router Configuration/Switching & VLAN/VPN/Cloud Server/Critical Data Recovery/Remote Server Support/Server Security/Web Security/Computer Help We never Place any GENERIC BID so we frequently contact you to meet you expectations. We love to spread SMILES :-)
$1,169 USD in 20 days
4.9 (201 reviews)
7.7
7.7
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Hi there - My name is Jhalak. I’ve read your brief and can see that you’d like to build an Website. My team has years experience designing and developing mobile apps and Websites as well as SEO.I would approach your project by starting with wireframes and getting the site completed, before starting the actual development phase. I am highly qualified for this project and would love to speak with you further about taking this project on. If you'd like to view my previous work, take a look at my Freelancer Portfolio. Regards, Jhalak Thanks, Diamond looking forward for your reply.
$13,888 USD in 20 days
4.9 (340 reviews)
7.4
7.4
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Hello , I have read your project descriptions and requirements very carefully and I am very much confident that I can do it in time. Please talk to me and give me a little chance. Thank You.
$1,052 USD in 20 days
4.8 (104 reviews)
7.4
7.4
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So basically what we're trying to build here is a is an extended CRM system and administrative panel that integrates with your current wordpress site. A few things to take into consideration before moving forward on this: -- Technically you could build something out like this using the wordpress frame work, BUT it's definitely not a good idea. There's just too much likelihood of db overhead that'll cause performance issues. Wordpress is great for building websites - but when it comes to more complex software type functionality? Not a good choice. - There's already SAAS platforms out there that can handle this type of functionality (albeit, some modifications may be required to get things to suit your business model). So instead of developing a custom platform from the ground up, it may be a bit more cost effective to explore already existing options & modify accordingly. I could offer some suggestions, if you'd like. Best route in my opinion is to use an external system & integrate it with your current checkout process on the site. I took a look & from what i can tell you have some custom plugin that handles your payment processing/registration. So that leads to the question of how your actual user registration, inventory management, and transaction records are being handled and stored? There's a bunch of other questions I have on this, so if you'd care to discuss further feel free to shoot me a message. - Eddie
$3,333 USD in 30 days
5.0 (28 reviews)
6.8
6.8
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Can help... I am an Expert... Lets Start! Please start a Discussion with me and we can get started from there... Please check the past projects I have handled and check my reviews for what employers have to say about my work... Can start right now...
$5,000 USD in 30 days
5.0 (78 reviews)
7.0
7.0
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Hello, I am ready to develop easy access system with user friendly functionality to your existing website in a professional manner as per requirement. I assure you quality work, regular work progress and support. Please open message board for further discussion. Regards Evina
$1,000 USD in 15 days
4.8 (108 reviews)
6.7
6.7
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So do you want same design or theme exact as the webiste you mentioned? Or can improve if there is a chance? Can we discuss about the project? Best Regards
$1,200 USD in 20 days
4.6 (37 reviews)
6.0
6.0
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Hello, my name is Victoria. I got acquainted with Your description of the task, our devs can start the work on Your website soon as You need. Our team have gained years of experience and expertise working in CMS, Frameworks, Mockup Designs, Template Customizations, PHP/PHP5, Sql databases, Software Architecture, JavaScript, jQuery, HTML5, CSS, Responsive. However, we shall discuss about the requirements and functionalities in details to have a better understanding. You can see our portfolio in freelancer. We are glad to chat with You and discuss all in details. Contact us and we will reply immediately. Waiting for Your reply! With regards.
$1,444 USD in 20 days
4.9 (24 reviews)
5.8
5.8
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By profession am a software engineer and information security analyst. I have done several information security and development projects. I have recently updated my portfolio please have a look at it https://www.freelancer.com/u/itezazmohsin.html Looking forward for your response Regards
$1,000 USD in 7 days
5.0 (47 reviews)
4.7
4.7
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Hello, I have ranking in top 5000 on freelancer.com and I hope it will give you an idea about my work quality and dedication to work. You will be safe while working with me. I have dedicated in house team for WordPress, PHP, CakePHP, Bootstrap, Magento, HTML, CSS, JavaScript, Jquery, AJAX, MySQL, PHP framework, API's, PSD to HTML, SQL, JSP, ASP.NET, .NET, App Developer, App Designer, Apache, Websites Design and Development, Web Application Development, E-commerce Website Development, Marketplace Development, Web Portal Development, Custom Software and Plug-in Development, Web Applications Testing, Android Mobile App development, Game development and all other IT skills. I will provide you proper proposal and time after you send me message as I can attach any document through PMB only. Please see our portfolio https://www.freelancer.com/u/Dilipjaipur.html?page=portfolio Final price and time I can only quote once complete discussion with you, it may be less then present bidding amount and time. Thanks
$833 USD in 20 days
4.9 (11 reviews)
4.9
4.9
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A proposal has not yet been provided
$955 USD in 15 days
4.9 (10 reviews)
4.1
4.1
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We have over 5+ years of experience in various areas in PHP based Web Development and Web designing. We have experience web developers team with their expertise in Websites and web application development using PHP5, CakePHP, Codeigniter, Yii framework, Laravel, X-Cart,CorePHP, jQuery, JSON,CSS, Ajax,HTML5, MySQL, Angular, node, Amazon EC2 Webservices & RDS Instance, MVC, SVN, GIT, CVS, cURL, OOP Concepts, and Bootstrap Design Pattern Experience. In web designing , We have expert designers team having expertise in CS4 photoshop, illustrator ,CSS and bootstrap framework * In-depth knowledge of All kind of PHP based framework * Extensive experience with Object Oriented design and implementation * Comfort to work as independent as well as teamwork in high scale project. * Having ability to resolve complex issues and debugging power and analytical skills * Have a high level of attention to detail * Service Oriented Architecture * In-depth knowledge of Relational Database design and development experience * Efficient, effective timely and quality based work at economical and affordable rate * I have also experience in the following areas: * Understanding client requirements & functional specifications
$1,250 USD in 20 days
0.0 (0 reviews)
0.0
0.0
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We are working on Web, iPhone, iPad and Android, We have large team of that skills with designer. We have checked your requirement and we are interested to working on it, would like to see chat with you for more detail. We ensure to give a best quality work, please check one time our profile it's show our talent and experience. We already developed 100+ apps in Web, Windows, Android & iOS. Application and Website development is our strength. Please, let me know what is needed to secure this bid! Thank you for your consideration.
$833 USD in 20 days
3.0 (4 reviews)
0.0
0.0
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The quote is for each 5 business days of work We're professional to cater your need in timely fashion. We can discuss further to gather detailed requirements and take next steps forward thanks Accomplishments in several large Information Technology projects, with a track record of "getting the job done". System experience encompasses: operational and financial. Skills include Enterprise Architecture, Project Management, Test Management, critical assurance, Business Analysis, Data Modelling and Conversion, and training/support/documentation. Expertise in Business Process Re-Engineering tasks. Responsible for the analysis, delivery and deployment of enterprise solutions. Enough client facing experience to understand their requirements with a scope for future enhancements
$1,333 USD in 5 days
0.0 (0 reviews)
0.0
0.0

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Flag of UNITED STATES
NY, United States
5.0
14
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Member since Mar 22, 2009

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