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Post a project like this£1.0k(approx. $1.3k)
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Web Developer, Web Designer, Mobile Optimisation, Graphic Designer, Email Marketing
Full Stack Developer (Mobile & Web) | React Native, React.js, Angular, .NET, C#, Node.js, SQL, MongoDB
Front End / Web & Mobile android ios App Developer / Responsive Web Design / WordPress Specialist / Open Source / ASP.NET using C#, VB.NET / single page apps using angular, vue.js, react, node.js etc
CRM, Websites, Emarketing, Chatbot Design & Build, Database Migration & Management, Sage CRM, Act!, Salesforce, Pipedrive
71959619483361478306783502945073707781395666672155071315577
Description
Experience Level: Expert
We are a financial firm in London looking for a basic but reliable CRM system. We are looking for a client database whereby we can attach files to the clients account, update progress on account opening, be able to enter trade recommendations. We need two types of client - Prospective Clients and Actual Clients. We need to be able to easily move propects over to actual clients. We need each note or information entered to be date and time stamped. Must be able to come to our London office for a meeting to discuss in more depth. We are looking for a web based system.
Sam G.
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Last project
30 Jul 2026
United Kingdom
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