About the Project:

We are building a large-scale WordPress-based Financial CRM & Lead Management Platform for FINOOCEAN.

This is NOT a normal WordPress website.

It is a custom web application built inside WordPress using custom plugins, custom database tables, AJAX, role-based dashboards and workflow automation.

The developer should have experience building complex business applications inside WordPress.

Project Overview:

The platform includes multiple standalone dashboards:
- Manager Dashboard
- Employee Dashboard
- Connector Dashboard
- Banker Dashboard
- Accounts Dashboard

The system handles
- Loan Lead Management
- Employee Workflow
- Commission Management
- Notification System
- Role Based Access
- Banking Matching Engine
- Document Management
- Reporting
- Analytics

Responsibilities:

The developer will be responsible for

Developing Custom WordPress Plugin

Maintain and improve our custom plugin

Example:

finoocean-lead-matcher.phpCustom Database Development

Must know how to create and optimize custom MySQL tables.

Examples include
- Leads
- Notifications
- Commission




- Lead Updates
- Lead Documents
- Banker Criteria
- Access Requests
- Activity Logs

Should understand
- Foreign Keys
- Indexing
- Query Optimization
- Performance

Custom Dashboard Development

Build and maintain dashboards using
- PHP
- AJAX
- JavaScript
- HTML
- CSS

*No Elementor or page builders.*

User Roles

Must understand advanced role management.

Roles include
- Super Admin
- Manager
- Sub Manager
- Employee
- Connector
- Banker
- Accounts

Each role has separate
- Dashboard
- Permissions
- Menu
- Workflow

Lead Management System

Experience developing
- Lead Assignment
- Lead Status
- Lead Transfer
- Lead History
- Lead Timeline
- Notes
- Documents

Workflow Automation Examples:

Manager assigns lead

↓

Employee receives notification

↓

Banker receives notification

↓

Connector gets updates

↓

Accounts calculates commission

↓

Manager tracks everything

Notification S

📌 WordPress Full Stack Developer (Nagpur)
🏢 Das Aanandam Financial Services Private
📍 Nagpur