I am looking for an allround developer that can help me with the following:

For a client I need to build the following CRM tool. I’ve looked at plug and play solutions online, but I don’t feel they are realistic with their pricing for this specific purpose.

What I am looking to build:
My client sells services to insulate houses and apartments. The people that buy their services are private home owners. The way that my client finds their leads/clients is through mortgage advisors. These advisors will serve as the sales people of my client’s business. Together with the home owners these mortgage advisors define a budget to make their home more sustainable, as part of the entire financing package.

The idea for the tool is as followed:
Once a home owner has received a financing offer from this advisor, the advisor will add a ticket in the CRM system of my client. In this CRM ticket the mortgage advisor will put information like: amount of budget for the insulation of the building, the name of the client, the address of the client’s home, add a status like "offer under review", "offer accepted", "ready to insulate", etc.

This way both my client and the mortgage have a good overview of all the jobs that are pending.

So there are certain requirements:
– Each mortgage advisor needs their own login so they can only see the tickets/cards they have posted
– My client needs to see an overview of all the ticktets/cards posted by the advisors
– Obviously the application would need certain filters such as filtering on value, status, etc.
– And probably more requirements to be discussed.

Posted On: February 27, 2024 13:15 UTC
Category: Full Stack Development
Skills:CRM Automation, CRM Development, Front-End Development, Back-End Development

Country: Netherlands

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