Custom CRM Development with API Integration for Cannabis Sales Company (California)

Company Overview:
We are a licensed cannabis company based in California, focused on compliant, data-driven B2B sales operations. As we continue to scale, we’re seeking a developer or agency to build a custom CRM tailored to our cannabis sales workflow, with the ability to capture and centralize sales data through API integrations from various platforms.

Project Scope:
We are looking to develop a custom CRM system that meets the following core objectives:
Core Features
Customer Management
Contact info, status (active/inactive), and notes

Communication log (calls, emails, meetings)

Sales Pipeline
Customizable stages (Lead, Contacted, Sample Sent, Negotiation, Closed Won/Lost)

Tagging system for sorting by territory, rep, account type, etc.

Timeline tracking of customer interactions and deal movement

Sales Data & Reporting
We want robust reporting and analytics that go beyond basic sales metrics:

Revenue by Rep, Region, Product, and Time Period

Customer Reorder Frequency:

Track average time between orders per customer

Identify inactive accounts or accounts that have dropped off

Product Gap Analysis:

Show which SKUs a customer has not ordered within a defined period

Highlight upsell or cross-sell opportunities by comparing order history to full catalog

Trend Tracking:

Monthly/quarterly sales trends

SKU performance over time

Downloadable reports (CSV, PDF)

API Integrations
Sync with 3rd-party platforms such as:

LeafLink, Blaze, QuickBooks Commerce, or similar

Webhooks & API endpoints for automated data updates

Normalize sales and customer data from external systems into CRM dashboards

User Roles
Admin

Sales Reps

Viewer (read-only access for execs)

UI/UX
Mobile-friendly dashboard

Simple, fast, and intuitive interface for on-the-go reps

Tech Preferences
Open-source or scalable frameworks (Node.js, React, Python/Django, etc.)

Cloud-based infrastructure (AWS, Firebase, or equivalent)

Clean database architecture (PostgreSQL, MongoDB, etc.)

Security best practices (SSL, encrypted data, access controls)

Timeline:
Proposal Deadline: [Insert Date]

Project Start: [Insert Start Date]

Phase 1 Completion: [e.g., 6–8 weeks from kickoff]

Budget:
We are open to fixed-fee or milestone-based structures. Please provide a cost breakdown and any required licensing or ongoing costs.

Submission Requirements:
Your company/individual background

Relevant experience (especially with cannabis, sales CRMs, or API integrations)

Tech stack recommendation

Proposed approach & development timeline

Portfolio or examples of past work

Questions about our workflow or requirements

To Submit a Proposal or Ask Questions:
Please email [your email address] or respond directly to this post with your proposal and availability.