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Customize VTiger CRM community edition

$250-750 USD

Closed
Posted almost 9 years ago

$250-750 USD

Paid on delivery
We are an individual health insurance agency with multiple stores. From these stores we sale insurance policy from multiple carriers to an individual. We need to create from scratch, the workflow from first client contact through the cycle life of the policy. Tracking the origin of the lead, which store revived the lead, what agent was the lead assigned to, what policy was sold, track the commission, for the specific store and agent. We cater to customer service. So we want the ability to create a ticket with unique ticket numbers, that would send the client an email every with an update every time the status changes. It would be preferred if the candidate for this job has health insurance experience, or be familiar with the workflow of an insurance company. So that the candidate would educate us more on things we have not yet thought of. Specific: 1. Customize workflow for that of a health insurance agency. 2. Track commissions for stores and agents 3. Generate reports on the all aspects of workflow. For example: Leads, clients, sales by the carriers, sales by stores, sales by agents, commissions by carriers, commissions by stores, commissions by agents, ect... 4. Search filters by any field 5. Auto email clients on birthday from agents and company. 6. Ticket system that emails updates to client. 7. Every time a client folder is opened the system emails client. Letting client know we are review his information. 8. We need the ability to add / edit custom fields from an admin level, to all areas of workflow
Project ID: 7625534

About the project

15 proposals
Remote project
Active 9 yrs ago

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15 freelancers are bidding on average $755 USD for this job
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Hello! I am interest your project and I hope to work with you. My Ranking is Top 7th on freelancer. I have enough experience with WEB developing for 5+ years. I will complete your project perfectly in your deadline. Client satisfaction is my top priority. I am negotiable with you for your project. Please get in touch. Looking forward to hear from you. Best Regards!
$773 USD in 10 days
4.9 (433 reviews)
9.8
9.8
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Hi, We have gone through spec .. understood your requirement we will provide you quality product and programming support .Lets start discussion on project message Board. Thanks
$526 USD in 10 days
4.9 (183 reviews)
7.4
7.4
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$736 USD in 10 days
4.9 (151 reviews)
7.2
7.2
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A proposal has not yet been provided
$1,366 USD in 60 days
0.0 (0 reviews)
0.0
0.0
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Hello sir, I can do your project well. I Have 2 years of experience In IT field. I have done many projects in android and web designing. I am also expert in mobile app,game development,,cakephp,LAMP - (Linux, Apache,PHP),paypal,jquery,html,,Mysql database,javascript,wordpress,php and development etc.... I would love to work in friendly environment...have worked with many clients across the world and having absolute pleasure with working clients of all parts of the world
$666 USD in 10 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Miami Lakes, United States
5.0
5
Payment method verified
Member since Oct 15, 2014

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