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