Custom CRM Development for Investment Banking
Budget: $1,500 – $3,000 USD
I need a custom, web-based CRM platform developed specifically for my investment banking firm. Below are the key features, priorities, and expectations for the system:
⸻
1. Contact and Relationship Management
• Web interface to manage and track contacts, companies, and referral sources (Centers of Influence like attorneys, CPAs, PE firms).
• Each contact should include:
• Name, email, phone, role, company
• Type (e.g., prospect, buyer, investor, advisor, COI)
• Tags and notes
• Last touchpoint and next follow-up reminder
• Ability to link related contacts together (e.g., attorney to client, PE firm to portfolio company).
⸻
**2. Mac Mail Integration (Apple Mail)
• Seamless sync or plugin with Mac Mail to:
• Automatically log emails to contacts in the CRM
• Option to manually assign emails to deals or contacts
• Send templated follow-up emails directly from the CRM interface (if possible)
• Bonus: if a Chrome extension or Apple Mail plugin can be developed, even better.
⸻
3. Follow-Up Automation
• Automatic reminders for follow-ups on:
• Prospects
• Past clients
• Centers of influence (e.g., “follow up with this lawyer quarterly”)
• Set reminders manually or via rules (e.g., every 30 days after no contact).
• Daily dashboard showing follow-up tasks.
• Notifications via email and/or in-app.
⸻
4. Deal Pipeline + Revenue Forecasting
• Custom deal pipeline to track each deal by stage:
• Example stages: Lead → Engaged → CIM Sent → IOI → LOI → Diligence → Closed
• View by status, owner, size, and expected close date
• Each deal should show:
• Name of the business
• Deal size and expected fee
• Current stage and estimated close date
• Notes, documents, and contact links
• Forecasting Dashboard that includes:
• Monthly/quarterly revenue projections
• Pipeline value by stage
• Commission or fee allocation by team member
⸻
5. Document Storage + Quick Access
• Upload and associate files with deals (CIMs, LOIs, NDAs, etc.)
• Optional: Dropbox or Google Drive integration
• Easy-to-access document tab within each deal
⸻
6. Reporting and Dashboards
• Dashboard overview for:
• Active deals by stage
• Upcoming follow-ups
• Closed revenue this quarter/year
• Referral source effectiveness (who’s driving leads)
• Exportable reports for pipeline, contacts, follow-ups, and commissions
⸻
7. User Management and Security
• Admin access controls: different permissions for team members
• Track changes and history per user (audit trail)
• Secure login, ideally with two-factor authentication
• Cloud-hosted with daily backups
⸻
8. Optional Future Features
• SMS/text reminders
• NDA generator with signature tracking
• Client portal to upload diligence documents
⸻
Let me know if you need wireframes, sample workflows, or platform preferences. I’m aiming for something simple, intuitive, and designed to keep revenue from falling through the cracks.
Thanks,
Chad
⸻
1. Contact and Relationship Management
• Web interface to manage and track contacts, companies, and referral sources (Centers of Influence like attorneys, CPAs, PE firms).
• Each contact should include:
• Name, email, phone, role, company
• Type (e.g., prospect, buyer, investor, advisor, COI)
• Tags and notes
• Last touchpoint and next follow-up reminder
• Ability to link related contacts together (e.g., attorney to client, PE firm to portfolio company).
⸻
**2. Mac Mail Integration (Apple Mail)
• Seamless sync or plugin with Mac Mail to:
• Automatically log emails to contacts in the CRM
• Option to manually assign emails to deals or contacts
• Send templated follow-up emails directly from the CRM interface (if possible)
• Bonus: if a Chrome extension or Apple Mail plugin can be developed, even better.
⸻
3. Follow-Up Automation
• Automatic reminders for follow-ups on:
• Prospects
• Past clients
• Centers of influence (e.g., “follow up with this lawyer quarterly”)
• Set reminders manually or via rules (e.g., every 30 days after no contact).
• Daily dashboard showing follow-up tasks.
• Notifications via email and/or in-app.
⸻
4. Deal Pipeline + Revenue Forecasting
• Custom deal pipeline to track each deal by stage:
• Example stages: Lead → Engaged → CIM Sent → IOI → LOI → Diligence → Closed
• View by status, owner, size, and expected close date
• Each deal should show:
• Name of the business
• Deal size and expected fee
• Current stage and estimated close date
• Notes, documents, and contact links
• Forecasting Dashboard that includes:
• Monthly/quarterly revenue projections
• Pipeline value by stage
• Commission or fee allocation by team member
⸻
5. Document Storage + Quick Access
• Upload and associate files with deals (CIMs, LOIs, NDAs, etc.)
• Optional: Dropbox or Google Drive integration
• Easy-to-access document tab within each deal
⸻
6. Reporting and Dashboards
• Dashboard overview for:
• Active deals by stage
• Upcoming follow-ups
• Closed revenue this quarter/year
• Referral source effectiveness (who’s driving leads)
• Exportable reports for pipeline, contacts, follow-ups, and commissions
⸻
7. User Management and Security
• Admin access controls: different permissions for team members
• Track changes and history per user (audit trail)
• Secure login, ideally with two-factor authentication
• Cloud-hosted with daily backups
⸻
8. Optional Future Features
• SMS/text reminders
• NDA generator with signature tracking
• Client portal to upload diligence documents
⸻
Let me know if you need wireframes, sample workflows, or platform preferences. I’m aiming for something simple, intuitive, and designed to keep revenue from falling through the cracks.
Thanks,
Chad