We are in need of a web based CRM system. The system will be in 2 parts one Client/Broker facing and the backend for administration of Clients. We have a team of developers who are able to complete this task but due to time constraints we are looking to outsource.
The Client facing section will be online and will firstly allow Clients to apply for our service, this will require them filling in certain details; Name, Address, and other personal details.
At some point Brokers may submit new clients to us as a list - such as TAB delimited data. This part would be optional for now, but must be kept in mind. Once this is set up the Clients will be given access to view the progress of their account at any time. Also Brokers will be able to check on their Clients progress.
The back end side will allow us to manage each Client and from here we will need to update Clients on progress as well as action tasks for Clients. The work we do on a Client can cover checking details they submitted, writing letters to 3rd parties on their behalf ,etc.
We also need ability to log responses back from 3rd parties for each Client. We will be sending standard letters for each Client so there should be templates for letters built within the system / options for us to upload new templates.
Each Client will also need to be easily identified as to what stage they are at, and we need ability to report on all stages / statuses of Clients.
Its obviously very important that the system is coded in a structured and easy to follow way. Also needs to be commented at all stages, in-case we need to amend. Also security is a major concern so it needs to be as secure as possible.
We also will be providing the front end Client application / Client login as a white label option for some Brokers(companies). At this point we are not sure if iframe is best option for this, so most of the Branding will be external to the system.
It might be good to be able to have a table with a Broker to CSS relationship so we could have a local version on a CSS file for each Broker (and at least one for ourselves). This way the Colour and Style could be carried through from the calling site/page.