Node & Angular Financial CRM

Job ID: 40326475

Budget: $250 – $750 USD

I’m looking to have a full-stack, production-ready financial CRM built from scratch with Node.js on the backend and Angular on the frontend. The application has to cover our daily workflow end-to-end:

• Core features: client management, transaction tracking, and rich reporting & analytics must work seamlessly together.
• The entire platform needs to be API-ready so we can plug straight into banking APIs, payment gateways, and accounting software as soon as credentials are available.
• Role-based access is required; the system will ship with Basic user, Manager, and Admin levels out of the box.

Deliverables
1. Clean, well-documented Node.js codebase (preferably TypeScript) and Angular UI.
2. RESTful endpoints with clear documentation for every entity and transaction flow.
3. Responsive Angular components that mirror the backend data structures.
4. Seed data and simple tests that prove each role can only access its permitted functions.
5. A concise deployment guide showing how to spin the CRM up in a fresh environment.

I’ll be available throughout the build for quick feedback cycles and will provide any additional third-party API keys as soon as the integration layer is ready. If you have previous experience with financial systems or have live examples, let me know—seeing solid, real-world code will help us move faster.