WordPress Full Stack Developer Custom Dashboard & CRM - Das Aanandam Financial Services Private limited

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 System

Knowledge of

• AJAX Notifications
• Live Notifications
• Real-time Updates
• Push Notification Integration (e.g., Pusher/WebSockets)

Commission Module

Must understand

• Multi-Level Commission
• Referral Network
• Commission History
• Wallet
• TDS Calculation
• Payout System

Banker Matching Engine

Need experience creating

Matching Algorithm