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CRM & LMS - Multi Segments - Telephony, BO & CSD WorkFlow

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Looking for a professional who has done a few (if not many) of CRM & ticket raising system in past. Please don’t submit, in case you don’t have exact CRM experience.

This is a discussion / introduction document about the project. Please go through this only if you are prepared to spend a around 4-5 hours understanding and viewing things at this pre sales stage. I want this project in Customise / Build and Maintain Model. High side Budget is around 2500 USD upfront and around 150 USD per month for upto 100 users.

If you are taking this ahead, please follow this order for better understanding:
1. Read this document – General Notes.
2. Go through our explanatory video (in order to get feel of our wants and system we are using)
3. Go through attributes files (Though they are not final – as it may require operational changes once you start designing)
4. Go through Other Files as in the diff zip files of diff segments, this will make you understand the docs.

We are having segments of business, MF, Insurance, Real Estate, Equity & Pharma.
As of now we are using two systems for managing to an extent our MF & Insurance, Equity business. This was tailor made solution with no subscription, but now as time has lapsed using it. We would like shift to unified solution for all business. Existing System Video is attached as screencast with VO.