Custom CRM Development for Service-Based Business (Web + Mobile)
Budget: ₹1,500 – ₹12,500 INR
Project Description
We are a growing service-based startup and are looking for an experienced CRM developer / team to build a custom CRM system tailored to our operational needs.
The CRM will be used for lead handling, staff management, task tracking, communication, and invoicing, with automation and integrations.
We are looking for a scalable, clean, and well-documented solution, not a ready-made CRM resale.
Key Modules & Features Required
1. Lead Management
Capture leads from:
Manual entry
Website forms
Facebook Lead Ads
Lead status pipeline (New, Contacted, Follow-up, Converted, Lost)
Assign leads to staff
Lead notes & activity timeline
2. Task & Activity Management
Task creation & assignment
Due dates & priority
Task status tracking
Linked tasks to leads/customers
3. Attendance Management
Staff check-in / check-out
Date & time-based attendance
Attendance reports
4. Reminders & Meetings
Follow-up reminders
Meeting scheduling
Notifications (in-app / WhatsApp / email)
5. Communication
1-to-1 chat
Group chat
Internal team communication
Chat linked to leads or tasks
6. Notes
Add notes to:
Leads
Customers
Tasks
Editable & timestamped
7. Invoice & Quotation Maker
Create quotations
Convert quotation to invoice
GST support (preferred)
PDF download & share
Invoice history
8. Events & To-Do
Calendar view
Events scheduling
Personal & team to-do lists
9. Staff Management
Role-based access (Admin, Manager, Staff)
Staff profiles
Activity tracking
10. Integrations & Automation
WhatsApp Automation
Lead confirmation
Follow-ups
Task reminders
Facebook Lead Integration
Custom Website Integration (API-based)
Technical Expectations
Web-based CRM (Mobile responsive or PWA preferred)
Clean UI / UX
Secure authentication
Scalable architecture
Proper documentation
Source code ownership to us
Deliverables
Complete CRM system
Admin panel
User roles & permissions
Deployment support
Training / handover documentation
We are a growing service-based startup and are looking for an experienced CRM developer / team to build a custom CRM system tailored to our operational needs.
The CRM will be used for lead handling, staff management, task tracking, communication, and invoicing, with automation and integrations.
We are looking for a scalable, clean, and well-documented solution, not a ready-made CRM resale.
Key Modules & Features Required
1. Lead Management
Capture leads from:
Manual entry
Website forms
Facebook Lead Ads
Lead status pipeline (New, Contacted, Follow-up, Converted, Lost)
Assign leads to staff
Lead notes & activity timeline
2. Task & Activity Management
Task creation & assignment
Due dates & priority
Task status tracking
Linked tasks to leads/customers
3. Attendance Management
Staff check-in / check-out
Date & time-based attendance
Attendance reports
4. Reminders & Meetings
Follow-up reminders
Meeting scheduling
Notifications (in-app / WhatsApp / email)
5. Communication
1-to-1 chat
Group chat
Internal team communication
Chat linked to leads or tasks
6. Notes
Add notes to:
Leads
Customers
Tasks
Editable & timestamped
7. Invoice & Quotation Maker
Create quotations
Convert quotation to invoice
GST support (preferred)
PDF download & share
Invoice history
8. Events & To-Do
Calendar view
Events scheduling
Personal & team to-do lists
9. Staff Management
Role-based access (Admin, Manager, Staff)
Staff profiles
Activity tracking
10. Integrations & Automation
WhatsApp Automation
Lead confirmation
Follow-ups
Task reminders
Facebook Lead Integration
Custom Website Integration (API-based)
Technical Expectations
Web-based CRM (Mobile responsive or PWA preferred)
Clean UI / UX
Secure authentication
Scalable architecture
Proper documentation
Source code ownership to us
Deliverables
Complete CRM system
Admin panel
User roles & permissions
Deployment support
Training / handover documentation