Financial Service CRM
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Project Budget$750-$1500 USD
Acme has been assigned the task of creating a Cloud-based CRM for a client that is suited their specific requirements. The CRM is platform for managing financial trade info and communication with the Client as well as reporting and task assignment.
Accounts will be loaded and assigned to a specific Account Manager from the Administrator view. Account Managers using this platform deal with assigned Clients and generate Deals which represent individual stock trades. These are tracked until concluded and maintained in the Client record for reference.
The platform requires the ability to send email communication from the hosted server using templates that should be updatable and loadable from the Administrator view. These should come from a generic email account and post as a note to the CRM. Replies should do likewise.
Project will be hosted on Git Hub. Screen Mock-ups to follow.
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