Bespoke CRM for Insurance Team
Budget: $5,000 – $10,000 CAD
Our 10-person insurance firm in the UK has outgrown spreadsheets and generic SaaS tools, so I need a fully tailored CRM that fits the way we actually work rather than the other way around. The build must focus on two core areas—lead management and sales tracking—while staying lightweight enough for a small team to adopt quickly.
Core scope
• Lead management: seamless lead capture from web forms, email, and manual entry; automated lead scoring rules I can adjust without code; and nurture flows that move prospects through predefined stages.
• Sales tracking: a visual sales-pipeline board with drag-and-drop stage changes plus robust revenue reporting that can be filtered by date range, product line, and producer.
Key considerations
• Simple, intuitive interface—my brokers are busy and won’t tolerate clutter.
• Cloud-hosted so the team can log in from any location, ideally responsive on tablets.
• Role-based permissions: admin, broker, and viewer.
• Clean data model that lets me expand later into customer service modules if we decide.
• Export/backup capability in CSV or Excel so data is never trapped.
• GDPR-compliant storage since all clients are UK residents.
Acceptance criteria
1. A working demo with dummy data that shows lead capture, scoring, nurture progression, pipeline view, and revenue report.
2. Source code and database schema handed over on final milestone.
3. Clear deployment guide and one-hour walkthrough for my in-house IT contact.
4. All priority bugs resolved within 30 days of hand-off.
I’m happy to agree milestone payments tied to feature completions and demo sign-off. Let me know the tech stack you recommend and how soon you can get an MVP into our hands so we can start testing.
Core scope
• Lead management: seamless lead capture from web forms, email, and manual entry; automated lead scoring rules I can adjust without code; and nurture flows that move prospects through predefined stages.
• Sales tracking: a visual sales-pipeline board with drag-and-drop stage changes plus robust revenue reporting that can be filtered by date range, product line, and producer.
Key considerations
• Simple, intuitive interface—my brokers are busy and won’t tolerate clutter.
• Cloud-hosted so the team can log in from any location, ideally responsive on tablets.
• Role-based permissions: admin, broker, and viewer.
• Clean data model that lets me expand later into customer service modules if we decide.
• Export/backup capability in CSV or Excel so data is never trapped.
• GDPR-compliant storage since all clients are UK residents.
Acceptance criteria
1. A working demo with dummy data that shows lead capture, scoring, nurture progression, pipeline view, and revenue report.
2. Source code and database schema handed over on final milestone.
3. Clear deployment guide and one-hour walkthrough for my in-house IT contact.
4. All priority bugs resolved within 30 days of hand-off.
I’m happy to agree milestone payments tied to feature completions and demo sign-off. Let me know the tech stack you recommend and how soon you can get an MVP into our hands so we can start testing.