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Project title:	web application Crm project
Posted by:	External project from PeoplePerHour
Started:	25-Jul-2021 19:18 GMT
Description:	Stock Market CRM web based. Joining: Immediate 5+ years of developing experience Stock Market Knowledge CRM Experience Technical Knowledge: Node JS and Angular View Atleast 1 Team member should be well experience and should stick till the end of the project. Project Should be completed in 4 to 6 months. We'll provide you the Documnetation and WorkFlow. Technical Skills Back End: DB Mongo Front end: Angular View Formula: Python Tasks to be performed: Weekly Report Flow Diagram Contact Source: Whatsapp, Email Budget- 4000-5000USD (20% negotiable) If already the CRM web based is made modifications can be made. We need the Open Source Code. P.s. : We don't need the third party software eg: odoo, hubspot, etc. The modules we want in our CRM The modules we want in our CRM DEMAT: Lead verfication and KYC need to be done check brokerage, rewards funds and Tournaments TEAM: team need hiring process , monitoring team, change team or member LEAD : conversion through calling, lead follow needed interested, Not interested or missing leads , Lead Transfer ACTIVITY: tickets, complaints, feedbacks, meetings, tasks,approval TECHNICAL: Stock market posting; No. of calls hit, call drop details eg: trading app PRODUCT AND PACKAGES: Pricing, charges: B2B packages , B2C LOGIN CHARGES will be taken or product charges can be taken receive ACCOUNTS: Comission , salary - emoloyees, B2B, B2C, All invoices details CAMPAIGNING: sms, email, social media campaign, lead generated through which medium, all reports TEMPLATES: Predifined templates. Documentation/LIBRARY PORTFOLIO IVR Calling
Project ID:	3191999
Project category:
Project budget:
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