Financial Service CRM

Awarded

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.

Skills: Django, MySQL, PHP, Ruby on Rails, Software Architecture

See more: templates ruby on rails, rails send, post of ruby rails, financial manager , service manager, crm 2013, account managers, deal service, financial php, ruby crm, email client ruby, ruby email client, rails email client, cloud based crm, assignment financial project, ruby rails post, ruby post, Rails screen, ruby rails project managers, email client rails, service clients, rails service, assignment financial reporting, cloud client service, crm cloud

Project ID: #4452235

18 freelancers are bidding on average $2734 for this job

buraqtech

Check your PMB for details!!!

$1529 USD in 30 days
(98 Reviews)
8.0
otssols

Hi. We are a 10 year old professional IT software company. We would like to work on this project. Thanks.

$1260 USD in 20 days
(36 Reviews)
8.0
workspaceit

Customer Satisfaction is Our Moto.We have an excellent and dedicated Team of software/web developers, designers, seo experts etc. We are expertise in web/software development for more than 4 yrs. We work on Php & Mys More

$1545 USD in 45 days
(47 Reviews)
7.3
sergioes

Hi, I have lot's of experience with CRM software.

$1365 USD in 10 days
(275 Reviews)
7.1
britishyip

We can develop system as per description provided. please refer pmb for portfolio links. Looking forward to serve you. thanks and regards Raj

$2992 USD in 51 days
(93 Reviews)
8.2
vocsowebstudio

Hi, we are confident we can make you happy with the quality we will deliver,plz check pmb for more details..

$2415 USD in 35 days
(9 Reviews)
6.5
momentumsoftware

We are ready to start more discussion as we have checked the pdf as well. Thanks Ankur chawla

$1260 USD in 30 days
(108 Reviews)
6.0
sumofyou

We have 5++ years expert team for Python (Django Framework). Sure we can do this 100% perfectly with professional quality in time. Kindly check PMB to discuss in detail about the project. Thank you!

$3300 USD in 28 days
(30 Reviews)
5.6
ETNASoftware

Hello, My name is Alex, and I am a VP of Business Development at ETNA Software. My firm has created award-winning platforms for major US financial companies including Saxo Bank, SogoTrade, FXCM, Allianz, etc. More

$787 USD in 1 day
(1 Review)
5.0
bluecoded

Hi, Please check private message. Regards.

$1575 USD in 25 days
(6 Reviews)
5.1
expcoderxrrg

See private message 4 details

$825 USD in 15 days
(11 Reviews)
4.0
krkcare

Hi, We have gone through your requirement and have sent you a private message. Kindly check that. Thanks

$1575 USD in 20 days
(3 Reviews)
3.6
krishcompusoft07

Financial Service CRM = " Cloud-based CRM " WE HAVE EXPERT TEAM FOR THIS WORK PLZ CHECK SAMPLE...

$20600 USD in 90 days
(2 Reviews)
2.7
DannyBSP

Hi, We have designed and built websites for various types of businesses very effectively. We work with all of our clients individually to easily coordinate and to keep track of the requirements and scope. We fulfill yo More

$1050 USD in 15 days
(1 Review)
2.8
anuphash

Hi please check PMB

$1375 USD in 30 days
(1 Review)
1.0
techlotus

It's an easy task for us. We have gone through your requirements and we are ready to start the work immediately on your project. We will send you the complete list of company's projects and portfolio once you reply us More

$2678 USD in 50 days
(0 Reviews)
0.0
techkremlin

It's an easy task for us. We have gone through your requirements and we are ready to start the work immediately on your project. We will send you the complete list of company's projects and portfolio once you reply us More

$1540 USD in 32 days
(0 Reviews)
0.0
techchurch

It's an easy task for us.We have gone through your requirements and we are ready to start the work immediately on your project. Please see the attached list of company's projects. Also please check the PMB.Thanks.

$1540 USD in 30 days
(0 Reviews)
0.0