![Are AI Chatbots Replacing Search Engines? AI vs Google [New Research]](https://www.orbitmedia.com/wp-content/uploads/2025/05/How-often-are-we-using-AI-chatbots_.webp)
Web-Based CRM Development for Financial Advisors
I want to build a simplified web-based CRM for financial advisors that includes client profile management, smart tagging, editable AI-generated financial summaries (RRSP, RESP, FHSA), and PDF report generation... (Budget: $1500 - $3000 CAD, Jobs: Graphic Design, HTML, MySQL, PHP, Website Design)
I want to build a simplified web-based CRM for financial advisors that includes client profile management, smart tagging, editable AI-generated financial summaries (RRSP, RESP, FHSA), and PDF report generation... (Budget: $1500 - $3000 CAD, Jobs: Graphic Design, HTML, MySQL, PHP, Website Design)
