Custom CRM for Repairs, Credit Hire & Insurance Claims

详细信息

Project Description:
We are a UK-based accident repair and credit hire business that manages both fault and non-fault vehicle damage claims. Our services include repairs, credit hire, vehicle recovery, and full insurance claims handling.
We are seeking an experienced developer or small team to build a custom CRM system to automate our end-to-end claims process—from claimant data intake, vehicle checks, and insurer correspondence, through to document generation, credit hire tracking, and legal escalation.
This system will form a core part of our business. We prefer it to be based on EspoCRM or a custom Laravel/PHP solution with clean workflow logic, robust API integration, and future scalability.
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Core Features Required:
1. Claimant Intake Portal (Web Form) • Public-facing form with: • Personal/contact details • Vehicle registration • Accident details • File/photo uploads • Driving licence entry with consent capture
2. API Integrations • DVLA (vehicle tax & MOT status) • MIB (insurance verification) or 3rd-party proxy • Vehicle spec lookup (e.g. CarWeb API) • Driving licence check via third-party API (e.g. Licence Check or TrustID)
3. Workflow Automation • Automatically generate and send: • Hire agreements • Repair estimates • Recovery/storage invoices • Letters of claim and follow-ups • Trigger time-based escalations if insurers do not respond within 15–30 days • Assign and monitor hire vehicle usage
4. Credit Hire & Repair Tracking • Record hire start/return dates • Log vehicle assignment • Track storage duration • Monitor repair progress • Invoice generation and claim flagging
5. Legal Escalation Tools • Auto-generate: • Pre-action protocol letters • Particulars of claim • Full court bundle (PDF export) • Case progression and legal trigger points built into workflow
6. Internal Admin Dashboard • Claim status tracking • Staff login with role-based permissions • Task reminders and deadlines • Document/email logs • File upload and correspondence tracking
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Deliverables: • Fully operational CRM built on EspoCRM or custom PHP/Laravel stack • Public intake form connected to CRM • All required document automation & templates • Secure API integrations • Testing, deployment & light documentation
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Budget:
£4,500 – £5,500 GBP (fixed price preferred, milestone-based payments)
We are looking for long-term value and would prefer someone who can also offer support and future feature development if needed.
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Timeline:
4–6 weeks from project start
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To Apply, Please Include: • Examples of similar CRM, workflow, or claims automation systems you’ve built • Experience with EspoCRM or Laravel (required) • Details of any previous API integrations (bonus for DVLA/MIB/licence checks) • Timeline estimate and total cost • Your preferred approach to hosting and deployment