We require a ASP.NET MVC user interface to our CRM. The purpose of this interface is to allow our customers to directly manage their own CRM record and create cases. The CRM system we use is called CapsuleCRM www.capsulecrm.com. Capsule provides a REST/JSON interface to directly manage records [login to view URL]
We require the following to be implemented:
1) A customer management website. Customers will be able to login using their email address. When a customer logs in with their email address, it will find their CRM record(s). The system will then update the record by inserting a authentication key into each record. The app will then encrypt the token and email the address provided with the encrypted authentication key and a URL. The URL can be clicked by the user in their email, which will then it will decrypt the token and authenticate the user and allow access.
2) Once Authenticated the user will be provided with a form to manage their own details for their customer record. Some fields will be read only, some will allow changes (this should be easy to change as we need) - see [login to view URL]
3) The user will also be able to create a case [login to view URL] Management of the case is not required, just confirmation that the case has been created and listing of open cases against that record.
We also need branding and a nice template, we will provide some sketches of the look and feel, but basically very clean CSS/bootstrap look and feel is desired.
The CRM is a third-party hosted solution. We don't control the CRM system itself and it can't be modified, apart from adding custom fields. The CRM is only accessible via their API. This application will run on it's own IIS server.