I need a web application for managing referrals
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Post a project like this3463
$1.5k
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- #584036
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Description
Experience Level: Expert
Estimated project duration: 3 - 4 weeks
General information for the website: We sell and install solar panels and want a tool for our promoters to manage their, teams, referrals and commissions.
Kind of development: New website from scratch
Description of every page/module: We want to set up a pyramidal growth scheme where promoters can refer potential clients for lead generation. This is like a simple CRM and we would manage emails and pay-outs manually.
There are 6 basic modules which will be accessible from the front-end homepage:
1. Manage referrals - See how your referrals are doing in the purchasing process, manage commissions, see past referrals.
2. Add Referral- Add a referral with their phone, email, contact info.
3. Add Promoter- Invite someone to become a promoter, this promoter becomes part of their "team".
4. Manage Team - View how your team is referring others or inviting promoters.
5. Leaderboard - View leaderboard by team or name
6. Resources - Download flyers, promotional material.
As for the back-end, we would need access to manage the referrals and update their status so promoters can see their activity.
Description of requirements/features: 1. Manage referrals - See list of referrals, view which have responded to our contact, which have received quotes and which have installed a system. See how many commissions have been paid out from direct referrals or indirect referrals.
2. Add Referral - Add a potential client's name, email address, phone number, address, city. This must be fed into a database along with the name of the promoter.
3. Add Promoter - Email someone to become a promoter and use the same platform.
4. Manage Team - Each promoter you invite becomes part of your first level team. You receive a smaller commission for each referral that acquires our product. Each promoter they invite becomes part of your second level team. You receive an even smaller commission for each referral that acquires our product. This module would show you how your first level and second level team members are referring potential clients.
5. Leaderboard - Ranking by user of successful referrals. Ranking by team of successful referrals.
6. Resources - Links to flyers in .pdf and youtube videos.
Extra notes: We have access (I can send user name and password) to a web app that does exactly what we want, so the front-end is basically done. The database management is what will probably take more time.
Kind of development: New website from scratch
Description of every page/module: We want to set up a pyramidal growth scheme where promoters can refer potential clients for lead generation. This is like a simple CRM and we would manage emails and pay-outs manually.
There are 6 basic modules which will be accessible from the front-end homepage:
1. Manage referrals - See how your referrals are doing in the purchasing process, manage commissions, see past referrals.
2. Add Referral- Add a referral with their phone, email, contact info.
3. Add Promoter- Invite someone to become a promoter, this promoter becomes part of their "team".
4. Manage Team - View how your team is referring others or inviting promoters.
5. Leaderboard - View leaderboard by team or name
6. Resources - Download flyers, promotional material.
As for the back-end, we would need access to manage the referrals and update their status so promoters can see their activity.
Description of requirements/features: 1. Manage referrals - See list of referrals, view which have responded to our contact, which have received quotes and which have installed a system. See how many commissions have been paid out from direct referrals or indirect referrals.
2. Add Referral - Add a potential client's name, email address, phone number, address, city. This must be fed into a database along with the name of the promoter.
3. Add Promoter - Email someone to become a promoter and use the same platform.
4. Manage Team - Each promoter you invite becomes part of your first level team. You receive a smaller commission for each referral that acquires our product. Each promoter they invite becomes part of your second level team. You receive an even smaller commission for each referral that acquires our product. This module would show you how your first level and second level team members are referring potential clients.
5. Leaderboard - Ranking by user of successful referrals. Ranking by team of successful referrals.
6. Resources - Links to flyers in .pdf and youtube videos.
Extra notes: We have access (I can send user name and password) to a web app that does exactly what we want, so the front-end is basically done. The database management is what will probably take more time.
Jose Z.
100% (1)Projects Completed
1
Freelancers worked with
1
Projects awarded
33%
Last project
12 Jun 2015
Mexico
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