Custom CRM & Finance Website
Budget: ₹12,500 – ₹37,500 INR
I run a busy finance office and need a seamless solution that joins a classic-styled, computer-based CRM with a five-page English website.
CRM scope
• 20 named users split into admin and staff roles
• Lead pipeline with status tracking and automated follow-up reminders
• Client profiles that store notes and multiple document uploads
• Daily and monthly reporting dashboards and exportable summaries
• Enquiry feed from the website landing directly in the CRM (no WhatsApp link required)
Website scope
Pages: Home, About Us, Services, Testimonials, and Pricing. A contact / enquiry form must push every submission straight into the CRM so our team can act immediately.
What I need from you
• Links or screenshots of previous custom CRM builds—finance sector examples are a plus
• A working demo, even if limited, to show your tech stack and UI approach
• Realistic timeline with key milestones for both the CRM and the website
• One-time total cost, broken down if helpful
• Outline of post-delivery support: bug fixes, minor tweaks, and how long you cover them
Tech stack is your choice as long as it delivers a stable, on-premise or private-cloud solution; common stacks such as Laravel, Django, or .NET are welcome. The interface should follow a clean, classic theme—no modern flat UI or ultra-minimalist look.
I’m ready to move quickly once I see a solid proposal that covers the items above.
CRM scope
• 20 named users split into admin and staff roles
• Lead pipeline with status tracking and automated follow-up reminders
• Client profiles that store notes and multiple document uploads
• Daily and monthly reporting dashboards and exportable summaries
• Enquiry feed from the website landing directly in the CRM (no WhatsApp link required)
Website scope
Pages: Home, About Us, Services, Testimonials, and Pricing. A contact / enquiry form must push every submission straight into the CRM so our team can act immediately.
What I need from you
• Links or screenshots of previous custom CRM builds—finance sector examples are a plus
• A working demo, even if limited, to show your tech stack and UI approach
• Realistic timeline with key milestones for both the CRM and the website
• One-time total cost, broken down if helpful
• Outline of post-delivery support: bug fixes, minor tweaks, and how long you cover them
Tech stack is your choice as long as it delivers a stable, on-premise or private-cloud solution; common stacks such as Laravel, Django, or .NET are welcome. The interface should follow a clean, classic theme—no modern flat UI or ultra-minimalist look.
I’m ready to move quickly once I see a solid proposal that covers the items above.