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Project title:
Custom CRM for Repairs, Credit Hire & Insurance Claims
Posted by:
External project from PeoplePerHour
Started:
14-May-2025 05:00 GMT
Description:
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.



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



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



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.



Timeline:

4–6 weeks from project start



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
Project ID:
3432516
Project category:
Project budget:
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