Financial CRM Web Soft-Launch -- 2
Publicada el 2026-07-31
Descripción de la oferta
• Dashboard – Super Admin & Client Views: Two dashboard experiences: a Super Admin (MRM) master console overseeing every tenant, and a Client dashboard scoped to that company's own data only. • Multi-Tenant Architecture: One platform installation that securely handles multiple companies/clients, each with isolated data, branding, and settings. • POS Module: Point-of-sale application usable on Android, iOS, and Windows, connected in real time to Inventory and Accounting. • Accounting: General ledger, chart of accounts, journal entries, and financial statements. • Invoicing: Create, send, and track customer invoices, including recurring invoices. • Expenses: Log and categorize business expenses; integrates with receipt-scanning AI Assistant. • Inventory: Stock tracking, purchasing, and procurement across locations/warehouses. • HR Management / Payroll: Employee records, attendance, leave, and payroll processing. • Calendar / Booking Module: Scheduling and appointment/booking calendar for staff and clients. • CRM: Lead and customer relationship tracking, sales pipeline, and follow-ups. • Banking: Bank account linking, reconciliation, and cash-flow tracking. • Reports: Configurable business, financial, and operational reports. • VAT & Corporate Tax: UAE 5% VAT handling, FTA e-invoicing compliance, and corporate tax reporting. • User Roles: Granular role-based permissions for Admins and Users at both platform and client level. • Audit Logs: System-wide activity logs for compliance and security tracking. • AI Assistant (Usage-Only): Helps users operate the app — e.g., scans receipts and auto-fills the related expense entry. All AI-submitted entries require Admin approval before posting. • Client Subscription & Billing: Manages client subscription plans, upgrades, downgrades, and billing cycles. • UAE Payment Gateway: Integrated local payment gateway for client billing and POS transactions. • Forms (Excel, Word, etc.): Import/export and generate business documents in Excel, Word, and similar formats. • Social Media Integration: Connects business social accounts for posting/marketing within the platform. • To-Do Reminders — Email & SMS: Task reminders delivered via email and SMS notifications. • Mobile Companion App (iOS & Android): Lightweight mobile app with basic functions: view Reports, view Inventory, receive Reminder pop-up notifications, and scan receipts via the AI Assistant to auto-fill Accounting/Expense entries. • Admin & User Role Scaling: Clients get a base number of Admin/User seats per plan and can purchase additional Admin or User seats; MRM (platform owner) retains full super-admin control at all times. • General Accounting (Sales, Purchasing, Procurement, Inventory): Unified accounting flows tying together sales, purchasing, procurement, and inventory movements. Mobile Application (iOS & Android) • Reports: Read-only view of business Reports (sales, expenses, financial summaries) synced from the main system. • Inventory: Read-only view of current stock levels and Inventory status. • Reminder Pop-Ups: Push pop-up notifications for To-Do items, tasks, and scheduled reminders. • AI Receipt Scanner: Users can photograph a receipt in the app; the AI Assistant reads it and automatically creates a matching Accounting/Expense entry, which stays pending until an Admin approves it.
Skills
- Node.js
- Django
- MySQL
- AWS
- PostgreSQL
- PHP
- JavaScript
- Social Media
- Contabilidad
- Compliance
- Branding
- Android
- Nóminas
- Microsoft Excel
- Auditoría
- iOS
- Fiscalidad
- Recursos Humanos
- Facturación
- Microsoft Word
Fuente original: freelancer