Comprehensive CRM Development & Customer Lifecycle Portal
Publicada el 2026-07-23
Descripción de la oferta
I want to make a CRM to maintain customer data with an administrative dashboard to fully edit and customize the customer experience. The CRM will act as a lifecycle portal to show all own equipment, service agreements, and notices for preventative maintenance. Customers will use this portal to submit repair requests, check on repair status, obtain copies of quality program photos or videos, request information on new products, and obtain record analysis reports. ADMIN will upload validated e-mails for customers to use. The customer will use this e-mail to trigger a one-time passcode. We want audit reports to document all traffic and logins. We need a database to store signatures when signing for an RMA. The RMA Form needs to populate in a PDF with company branding--one copy will be sent to my service technician and another sent to the customer. With the copy sent to a customer, they will automatically be send a UPS ship label. If the customer ops for a loaner device, a second window will prompt them to agree to our terms and conditions, sign once more, then a second pdf will generate for the loaner agreement and be dispersed to my service tech and the customer. I have some sample images to share once we schedule a discovery meeting. Ideally I want a website app and ios app.
Skills
Fuente original: freelancer