Build a customer portal

£1500-3000 GBP

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περίπου 1 χρόνο πριν

£1500-3000 GBP

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I would like to build a customer portal which allows customers to self-service and view their applications with the business. The portal will be dynamic and linked mainly to Zoho CRM and other external applications. Below are some of the features and pages required on the portal. I would also be open to hearing suggestions and advice on implementation, design and functionality. ----------------------------------------------------------- CUSTOMER FACING Misc functionality - Login/authentication - Magic links - Feed and pull data from Zoho CRM Homepage/Landing Page - Overview of mortgage deals - Customer be able to provide - Data/Information/Forms - Documents portal/hub - Deals page to view current and previous deals in detail Customer Data - Customer to be able to choose their own journey and provide information accordingly - Customer to complete dynamic forms depending on customer journey - Dynamic forms to be tailored to customer journey and responses - 3 main forms depending on customer journey - Information to be fed to Zoho CRM Documents - Hub for customers to be able to upload, download and view documents online - Sorting functionality Deals - Customer to be able to view all current and previous deals - View the information and documents specific to each deal ADVISER FACING Client databases - Dynamic databases to be able to sort and view clients and deals Client profiles - Client overviews - View all customer information provided - Linked information and data to other registered clients - View all completed forms and information - View and manage all client and deal documents - Manage deal information Sourcing - Use APIs to create additional functionality within the portal - Use the information to feed to deals and other sections of the portal and client information Adviser tools - Create documents using information from the portal - Adviser to be able to create tasks to prompt/for client to complete - Admin - Manage advisers and portal users

Ταυτότητα εργασίας: 36185327

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109 freelancers δίνουν μια μέση προσφορά £2.505 GBP για αυτή τη δουλειά

@owebest

Hello, Greetings! We are excited to submit our proposal for the development of a customer portal for your business. Our team of experienced developers is skilled in developing dynamic portals linked to external applications such as Zoho CRM. We are confident that we can develop a portal that meets your requirements and offers an excellent user experience to your customers. We understand that the customer portal is a critical component of your business, and we are committed to developing a solution that is tailored to your specific needs. We will work closely with you to understand your business objectives and develop a portal that aligns with your vision. Our approach to app development involves a collaborative effort with our clients, where we work closely with you to understand your business objectives, target audience, and overall vision. This approach enables us to develop customized solutions that are tailored to your specific needs, ensuring that your portal stands out from the competition. Looking forward to hearing from you soon. Thanks & Best Regards Team Owebest || KD

£2.100 GBP σε 56 ημέρες

4,9

(353 αξιολογήσεις)

9,7

@augurstech

Warm Hello! We are readily available to start working with you on your project..! Our team having web designers and developers with years of experience in latest frontend and backend technologies. Lets get connected here on Chat so we will walk through whole process and Once its done will make a proper SRS document with Milestones & timeframe for each task. Regarding a project, I personally generally follow below-mentioned approach: * Requirements Documentation * Wireframing: We use UX/wireframes prototyping in Adobe XD, photoshop * Designing * Project management: * Development: * Testing & Quality check Thanks & Regards Ana

£3.000 GBP σε 70 ημέρες

4,9

(205 αξιολογήσεις)

9,3

@leadconcept

Hi there, I have read everything and do you want to integrate 3rd party APIs for the "Overview of mortgage deals" or all deals will be posted by web admin? Please provide more detailed flow or if possible, please share any reference website URL to follow in terms of functionality. Do you need any payment method integration? Also please explain what kind of information and data you want to Sync with Zoho CRM? ------------------ Kindly ignore the bid and once you answer above questions, I can then give you our final/firm bid. Look forward to hearing from you. Thank you, Yasir LEADconcept PS: Please let me know, if you want to see some of our recent portfolio.

£2.700 GBP σε 60 ημέρες

5,0

(121 αξιολογήσεις)

9,2

@sapotacorp

Hi sir, I am ready to get started right away.... Can we discuss the project details I helped 37 clients from United Kingdom then i think you will be next one. We should split your project to some milestones and you only need to pay when your first phase is completed. There are no risk for you. Best regards, Michael

£2.171 GBP σε 30 ημέρες

5,0

(780 αξιολογήσεις)

9,1

@infowider11

I’m reaching out to see i will be interested in a job opportunity. Please let me know if you are available to discuss. We really wish to work with you on this project. Thank you!

£2.250 GBP σε 7 ημέρες

4,9

(269 αξιολογήσεις)

8,9

@asifchaudhry2015

Hi there, I would like to build a customer portal that allows customers to self-service and view their applications with the business. I read your key features and really interested to start this project for you. I would like to discuss in detail. Kindly drop me a message and discuss more with me. Thanks

£2.250 GBP σε 15 ημέρες

4,9

(252 αξιολογήσεις)

8,4

@AzzkaNoor

Greetings! I am an expert Full-Stack developer and UI/UX Designer having 10+ years of experience in website development. I stand amongst the top 2% among 58+ million freelancers. I am confident that I can be the perfect candidate for this project. Here are my questions from your shared details: 1- Will you supply me with the mockups for the guidelines? 2- What sort of 'Admin' features do you want to acquire precisely? 3- Can you give access to your Zoho CRM? 4- Will you provide the APIs along with the documentation? 5- How will the user be notified once they have been approved by the admin? Looking forward to seeing you on chat for a brief discussion on this project.

£3.000 GBP σε 7 ημέρες

5,0

(66 αξιολογήσεις)

8,3

@TechTimes

Hello, Yes, we can help you with this project. Kindly share your requirements in detail so that I can get a clear idea about the total scope of the job. We have very good experience in website designing and development using Angular, React, Node, WordPress, PHP, Laravel, CodeIgniter, CakePHP, MySQL, HTML5, Bootstrap, JavaScript, etc... Let's discuss more details... Regards Esha

£2.250 GBP σε 37 ημέρες

5,0

(122 αξιολογήσεις)

7,7

@Rekhathakur

** I am a Full Stack developer and available for quick discussion ** Hello Greetings of the Day!! Yes, I will surely build a customer portal I will perform the following tasks perfectly . I am ready to get started immediately I have full time and have required skills to carry out your project with high quality in time. >. Please have a look at my profile: https://www.freelancer.com/u/Rekhathakur Thanks for taking the time to consider my proposal. Let's chat soon! Rekha Thakur Note: The budget will be quoted after the discussion.

£1.600 GBP σε 7 ημέρες

4,9

(60 αξιολογήσεις)

7,2

@AdeelAslam4

Hi there, Our proposed portal will provide customers with an easy-to-use platform that is tailored to their needs. The portal will allow customers to view their applications and receive updates in real-time. We will work closely with your team to ensure that the portal is designed to your specific requirements. We look forward to working with you to build an outstanding customer portal. Let's discuss more details over chat. Best, Adeel

£2.250 GBP σε 7 ημέρες

5,0

(19 αξιολογήσεις)

7,1

@liveexperts123

Hi there,I'm biddin on your project "Build a customer portal"Data Processing, Web Security, MySQL, Engineering and Website Design I would like to build a customer portal which allows customers to self-service and view their applications with the business I have read your project description and i'm a Professional Engineer therefore i can do this project for you perfectly.I still have a few questions. please leave a message on my chat so we can discuss the budget and deadline of the project. Thanks. .. .

£3.000 GBP σε 3 ημέρες

5,0

(27 αξιολογήσεις)

6,7

@EvenLogics

We have expertise in developing custom portals and integrating with third-party applications like Zoho CRM. We can definitely build a dynamic customer portal with the features and pages you have described. Before we get started, we would like to ask a few questions to better understand your requirements: ✓ Can you provide more details about the APIs that need to be integrated to feed data into the portal? ✓ Do you have any specific requirements for the design of the portal, such as branding guidelines or preferred color schemes? ✓ What are the user roles and access levels for the portal, and how will you manage user accounts and permissions? ✓ What are the specific features and functions you would like to see in the adviser-facing section of the portal? Once we have a clear understanding of your needs and preferences, we can provide you with a detailed proposal and cost estimate for the project. We would also be happy to provide suggestions and advice on the implementation, design, and functionality of the portal. Our team of experienced developers can ensure timely delivery and high-quality work. 100% Refund: I am very serious about quality work and reputation, if you don't like our work, we will refund 100% within no time for sure. We look forward to working with you and building a customer portal that meets your expectations. Best regards, RUBAB

£2.250 GBP σε 7 ημέρες

4,5

(44 αξιολογήσεις)

7,3

@captek

Hello, We carefully read your project’s details that you are looking for “customer portal”. As we have recently developed similar types of websites and much interested to do your project. We are in the IT industry have 14 years of experience and serve so many clients in building and rebuilding websites, software, and applications. We have strong hands-on different programming languages like HTML, CSS, Laravel, PHP, JavaScript, React, Node.Js, Flutter, Magento 2, C#, C++, Java, Python, and in fact anything you may need! We have made over 500+ websites (E-commerce, E-learning, Restaurant, Travels & Real Estate) and believe that you are looking for a web developer and for sure you will get your desired result with excellent work and with better quality as I am assuring you this. Are there any details you'd like to go over with us? Please connect with us on chat to discuss your project goals in detail, and we can begin working on your project right away! Regards Capanicus

£2.000 GBP σε 6 ημέρες

4,8

(13 αξιολογήσεις)

6,5

@VasileDarmaz

=======Web Expert=========== Hi there, Here you can get a good partner. I always activate. I have read your project description and it seems I can complete this project satisfying your requirements. I have enough experience and skills to complete your requirements. Passionate and punctual is my top skill. I am always available for the communication and working. I want work for you because y skill set is very suitable to your project. If you hire me, you will save them time and get good result. I am confident to handle this project according to your expectations perfectly. I am available to start the project immediately. Best Regards!

£3.000 GBP σε 7 ημέρες

5,0

(26 αξιολογήσεις)

6,3

@CreativeinTN

Hello MortgagesbyUmair, I have gone through your project description "Build a customer portal" and we are a great fit for this job. Let us grab this opportunity to show you why we are in the top 4% of freelancers. Are you looking for a freelancer who can deliver exceptional work on time and within your budget? Look no further! As a Web Design & Development professional with 10 years of experience in Website Design, I have a proven track record of success. We are Shopify & Wix experts and certified partners. If you need to add products from Etsy, Amazon, Ebay, or any drop shipping suppliers we can easily set this up for you. MortgagesbyUmair lets connect in chat so that we can discuss this further. Thank You Sydney D. Creative Knoxville United Kingdom

£2.300 GBP σε 7 ημέρες

5,0

(25 αξιολογήσεις)

6,0

@antonyhryts

Hello Thanks for the job posting I am a senior web developer with over 8 years of experience. I have built many websites including admin and user portal for services. Also I have integrated with 3rd Party API like Zoho CRM. I read your project description carefully and I can do your project with good results I can start working immediately and can deliver high quality work. Also I can work at your business time zone to keep great communication Looking forward to hearing from you Regards

£3.000 GBP σε 7 ημέρες

5,0

(3 αξιολογήσεις)

6,0

@yasirk1979

Dear Sir, I understand that you are looking for a customer portal that will allow your customers to self-service and view their applications with your business. Based on your requirements, I understand that the customer portal will be linked mainly to Zoho CRM and other external applications. The portal will have several features and pages, including login/authentication, magic links, and feeding and pulling data from Zoho CRM. The customer-facing features will include a homepage/landing page, customer data, documents, and deals page. On the adviser-facing side, the features will include client databases, client profiles, sourcing, adviser tools, and admin functionalities. I am well-equipped to handle the implementation, design, and functionality of the customer portal. With my expertise in web development, I can integrate multiple external applications, specifically Zoho CRM and other APIs, into your customer portal seamlessly. In terms of design, I will work closely with you to create a visually appealing interface that aligns with your brand image. Furthermore, I will ensure that the portal is fully functional by creating a backend system that allows advisers to manage client databases, view client profiles, and create tasks and documents. I will engage you in constant communication and keep you updated on the project's progress. Thank YOu

£2.250 GBP σε 7 ημέρες

5,0

(15 αξιολογήσεις)

6,1

@amitarai

Hi, I read through the job details extremely carefully and am sure I can do the project very well. I have more than 8 years of marvelous experience in Web Technologies. I am fully dedicated and enthusiastic and I will serve you best as Technology-Partner. I would love to work on your project. Please send me a message so that we can discuss this project more.

£1.800 GBP σε 23 ημέρες

4,9

(100 αξιολογήσεις)

6,4

@designobsessed

Greetings, I'll leverage my expertise in Zoho CRM and other external applications to create a seamless integration between your customer data and the portal.. I'll add Login/authentication and magic links, Homepage/Landing Page with overview of mortgage deals, ability for customers to provide data/information/forms, documents portal/hub, and deals page to view current and previous deals in detail, ability for customers to choose their own journey and complete dynamic forms tailored to their responses, with information fed to Zoho CRM etc. I've a unmatched skills and experience in creating such highly optimized customer portals so kindly initiate a chat if you top-notch quality work. Looking forward for a positive response from your side. Best Regards, Michael.

£5.000 GBP σε 7 ημέρες

4,1

(44 αξιολογήσεις)

6,8

@UmairAnwar93

Hi there, My name is Umair. I have good experience with Website Design, Engineering, MySQL, Web Security and Data Processing. I am a practicing Developer/Designer Since 2015. I can perfectly work on this project regarding Website Design, Engineering, MySQL, Web Security and Data Processing. Based on my experience, I can do this task for you and the quality of work would be up to the mark. However, further discussions are required for more clarity. I will wait for your text to discuss the project in further detail. Thanks & Regards Umair A.

£2.700 GBP σε 20 ημέρες