Workshop No.2 on 22/F
Mega Trade Center,
1-6 Mei Wan Street,
Tsuen wan, new territories

Tel: 91375571

Quote Number h-q2020202020060581167
Quote Date 03.02.2021
Total $488,000.00
China Galaxy International Asset Management

Asset Management System Development :

System Development lead time: 4 - 6 months

System Development Flow:

1. Planning

2. System Analysis and Requirement

3. System Design

4. Development

5. Integration and Testing

6. Implementation

7. Operations and Maintenance

Hrs/Qty Service Rate/PriceAdjustSub Total
1 CRM system development core modules - Part 1

- Contact & Lead Management for Determining High- Quality Leads
- Supports multiple contact per company in Contact Management
- Standard fields and custom fields (match with Contact Management database)
- Keep track of leads and easily follow their progress
- Convert lead to customer
- Notes handling
- Attachments upload function
- Customer Documents Archive
- Supports PDF, DOCX, images, and other file types -- Set document type, e.g. regular document, contract, etc.
- Ability to send reminders on documents renewal (Monthly Report, Annual Statement, Fee Notice, Renewal Notice)
- Product Level Quotations
- Individual items creation
- Customise template
- Online acceptance by customer
- Goal setting & tracking
- Setup goals and tracking achievements
- Notify staff members and managers
- Sales Forecasting & Analytics
- Prioritise leads based on pre-set methods
- View all deals, by customer, by sales person, by product types
- Record Expenses
- Task Management (Staff)
- Assign task to multiple employees
- Add task subscribers
- Task comments and attachments.
- Reports export
- On screen
- CSV or PDF
- Case Management

1 CRM system development core modules - Part 2

General settings
- Admin can manage the system settings
- Set measurement units and Header & footer text as
per requirement

Access rights
- Restrict access by view, edit & delete
- Restrict or allow complete access to different modules by user role
- Admin has full rights in the system

Product Management
- Create products / business
- Edit product features
- Existing products : Discretionary Account, RQFII, Investment Advisory, Fund 1 and Fund 2

Client Database Management
- Create new account
- Edit account profile
- Each business/ product maintains its own client database
- Review account status (e.g latest review date, latest report date)
- Document upload and management
- Maintain basic client information (similar to iAsia – Client Contact)
- Maintain special client information and requirement (eg. P.I. status and latest renewal, CIES status, special investment requirement)
- Maintain latest review date and latest report date (and reporting content), generate alert if reviewing or reporting period exceeded regulatory requirement

Email Marketing Integration
- Unlimited mailing list
- Supports API to 1 external mail service - MTA or SMTP support

Standard Montly Report Builder
- Create reports with standard HTML form question types
- Automatically send reports to leads / customers / staff members and manually to mail lists
- Items : Monthly Report, Annual Statement, Fee Notice and Renewal Notice

1 Server Hosting ( 1 Year )

1 year hosting services
- Cloud server
- Linux centos 7
- PHP, MySQL, HTML, CSS, Javascript
- SSL Certificate

1 IT Support ( 1 Year )

1. Ticket support system
2. Reply time in 3 hours
3. Support error fix (case) – 8 (Monthly)
4. Server error support

Sub Total $488,000.00
Tax $0.00
Total $488,000.00

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