CRM, Partner Portal & Lead Automation

The project centres on building a bespoke CRM that excels at lead management and funnels every new enquiry to the right person without manual intervention. At its heart is a rule-driven engine: once a lead lands in the system it should evaluate predefined criteria (territory, product line, capacity, or any field I decide) and assign that lead automatically. No manual drag-and-drop, no round-robin—everything must follow the rules I configure.

Alongside the CRM, I also need a secure partner portal where resellers and channel partners can log in, view only the leads that have been routed to them, update progress, and feed customer feedback straight back into the main database. The portal should mirror the CRM’s permissions and only surface data relevant to each partner.

Because lead assignment is the single most important feature, I’ll sign off when:

• A new lead entered via API, form, or CSV instantly appears under the correct owner according to the active rules.
• I can add, edit, prioritise, and test those rules through an admin UI—no code change required.
• Partners see their leads in real time and can update status without touching anything outside their scope.

A clean, intuitive interface and well-structured database schema are expected so future modules—reporting dashboards, nurturing flows, or customer support tickets—can drop in without wholesale re-work.

Tech stack is open; suggestions like Laravel + Vue, Django + React, or Node + Express are welcome as long as they support rapid rule configuration and solid role-based access control. Provide source code in a Git repository and a brief hand-off guide so my in-house team can maintain and extend the solution.