Require a developer for CRM system with both administration and client login system.
1: The CRM will require basic client management features such as:
• Admin users should be able to create and manage clients
• Clients should be able to self-register for an account on the client system
• Basic user data should be managed by both admin users and also clients themselves
• Authentication tasks can be managed by clients and admin staff (eg reset passwords)
• Aside from basic user management, there are no other CRM requirements. No task list, no calendar functions, no calling or communication functions are required.
2: A very basic permission system is required:
• There should be a list of client "categories"
• Admin staff should be able to be given access to only certain categories and therefore can only manage clients in categories they have access to
• Basic reporting such as a list of clients by category is sufficient
3: Referral system:
• As well as admin users creating clients, we also require that a client is able to create new clients "under" them.
• Every client will have one (and only one) single referring client
• Every client may have zero or more clients referred by him
• A client should be able to view all of his directly referred clients (and see their details)
• A client should be able to see limited details of all other clients referred underneath him by others and so onwards
4: Product purchase:
• When a new client is registered, they must purchase one of 3 products
• The purchase can be recorded as part of the client data
• Payment for the product will be via API to a payment gateway (TBA but it will be REST API)
• Clients should be able to see reports of purchases made by all clients referred directly and underneath them
5: Calculation of referral fees and commissions:
• This platform will be a multi-level marketing system
• We require a developer with strong calculation skills
• A % of the product purchase price (from requirement 4) will be distributed upwards to referrers (from requirement 3)
• The % share for each client will depend upon their total sales in their "downstream"
• The system will therefore need to calculate (on demand) total sales from all clients referred directly or indirectly from a client.
• These calculations will also need to be able to be made based on date-range filters
• Output of this data will be provided to clients in report (table with PDF, CSV export)
• Output will also be provided to clients graphically (using [login to view URL] with react-chartjs-2 wrapper or similar)
• The admin system will also need to be able to produce the calculations and reports as described above
We are looking for a developer on an hourly basis BUT WE DO REQUIRE an estimate of hours you believe might be required to develop the above. This is an approximate estimate but we require such to confirm with our client.
• This system will be developed using React.JS.
• Front end can be any admin interface.
• Experience with Ant Design would be preferred but not required.
• Data will be stored on an Amazon RDS (SQL) database.
• User authentication would preferably be based upon AWS Cognito.
• The client-side React app will need to interface with the database using APIs which we would prefer are based upon the Serverless framework (NodeJS & AWS Lambda) as this integrates easily with AWS Cognito for authentication.
• Knowledge of PDF and CSV exporting for reports is preferred
We have already developed other CRM systems and can assist with a skeleton of the authentication & API system. The developer will need to have a good understanding however of React as well as using AWS Cognito authentication and Serverless APIs.
The system would be developed using regular pushing to a GitHub repository and JIRA tasking system. Additional developers may be working on parts of the system so good Git practices are required.
46 freelancers are bidding on average $20/hour for this job
Hello, I have read your job details carefully and i can do your work if you will provide me more details of project.I will definitely give you a best solution to your problem. Thanks
i am a lead software engineer and responsible for creating a web and desktop applications using different languages and technologies if u r interested just send me a message thank you and good luck