PHP Lead Management System
4340
£4.0k(approx. $5.0k)
- Posted:
- Proposals: 13
- Remote
- #75048
- Archived
Custom programming, Database design, client-server and internet/intranet software application development.
Bangalore
Creative Website Design & Developement specialising in bespoke online solutions
City of London
Project Manager, IT Consultant, Business Development, Bonitasoft BPM Authorised Partner
London
Web Developer, Mobile App Developer, Augmented Reality Developer, Senior Project Manager, Marketing and Business Development Consultant
Cill Airne
42901437350686534895699958975837928505111023616680218129962147
Description
Experience Level: Expert
We are looking to have a backend system created for managing of leads
Programming features will include:
User authentication and user management, user level access
Work using SSL
Edit our existing php system, to allow:
Capture of client needs using a fact find via offline (if no internet connection in clients home) / online (via web browser if internet connection available), design and language yet to be decided but must be available to capture 12+ different types of client needs with different questions for each. There can be multiple leads under one type ie credit card claims there could be multiple per client.
The leads can changed based on which introducer gave us the lead to start with
Multiple clients per fact find offline or online
Change the questions on the fly to change the fact find
The leads need to be processed accepted/rejected/missing paperwork by admin office per lead.
Diary / task list of call backs to the client / chase introducers or any other task set on a date
Each lead needs to go to a different company criteria based, a royal mail tracking number to be stored for multiple paperwork to be sent to the company we sell to.
If accepted a csv each night emails to the company we are selling the lead onto.
Upload documents to the system for each lead, client documents
We need to accept the csv back in when the company has marked each lead with a yes or no if they accept it.
The company we sell them onto needs a login to the system they can check their current leads accept them or reject them. Mark them as being paid update with our commission value.
We need to track the agent that visited and completed the fact find to produce the leads with commission tracking
If a user in the office sold the lead the commission (set fee or percentage, depending on the lead type) should not be allocated to the agent that visited the client.
The ability to run a monthly payment run based on the commission due to the agent (the agent that visited the client to fill in the fact find) / office staff (if they sold the lead) / introducer (if we pay them). These are based on either a set fee or percentage depending on the lead type.
Ability to import data from XML/csv
Ability to export data to another system using XML, we have already built this just needs calling from the system.
Ability to accept payments via paypal
Backend to be design to work on IE/Safrai/iPad/iPhone
Referal system for agents that have referred a friend or client, a fee should be created
Email updates
Full management reporting information with multiple reports on date ranges, sales, number of leads sold, rejected, pipeline
Must be error/bug free
Programming features will include:
User authentication and user management, user level access
Work using SSL
Edit our existing php system, to allow:
Capture of client needs using a fact find via offline (if no internet connection in clients home) / online (via web browser if internet connection available), design and language yet to be decided but must be available to capture 12+ different types of client needs with different questions for each. There can be multiple leads under one type ie credit card claims there could be multiple per client.
The leads can changed based on which introducer gave us the lead to start with
Multiple clients per fact find offline or online
Change the questions on the fly to change the fact find
The leads need to be processed accepted/rejected/missing paperwork by admin office per lead.
Diary / task list of call backs to the client / chase introducers or any other task set on a date
Each lead needs to go to a different company criteria based, a royal mail tracking number to be stored for multiple paperwork to be sent to the company we sell to.
If accepted a csv each night emails to the company we are selling the lead onto.
Upload documents to the system for each lead, client documents
We need to accept the csv back in when the company has marked each lead with a yes or no if they accept it.
The company we sell them onto needs a login to the system they can check their current leads accept them or reject them. Mark them as being paid update with our commission value.
We need to track the agent that visited and completed the fact find to produce the leads with commission tracking
If a user in the office sold the lead the commission (set fee or percentage, depending on the lead type) should not be allocated to the agent that visited the client.
The ability to run a monthly payment run based on the commission due to the agent (the agent that visited the client to fill in the fact find) / office staff (if they sold the lead) / introducer (if we pay them). These are based on either a set fee or percentage depending on the lead type.
Ability to import data from XML/csv
Ability to export data to another system using XML, we have already built this just needs calling from the system.
Ability to accept payments via paypal
Backend to be design to work on IE/Safrai/iPad/iPhone
Referal system for agents that have referred a friend or client, a fee should be created
Email updates
Full management reporting information with multiple reports on date ranges, sales, number of leads sold, rejected, pipeline
Must be error/bug free
Gary H.
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Last project
3 May 2024
United Kingdom
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