CRM Database & Integration Upgrade

Job ID: 40420419

Budget: $250 – $750 USD

I need help rolling out several enhancements to my in-house CRM while keeping the current system live and uninterrupted.

First, the database must be expanded so it can store five new field groups—Basic, Operations, Offerings, Advantages and Journey. The chief objective here is to boost overall data-storage capacity without touching or slowing any running processes.

Once the backend is in place, the refreshed HTML/CSS that I already have will need to be implemented across all CRM wizard forms and related pages so the interface matches the new design vision.

Finally, I want external sites to push leads straight into the platform. For that you will create:
• A lightweight embed form code snippet clients can drop into any site
• A secure webhook endpoint plus sample payloads for direct lead posting
• A WordPress plugin that connects a WP site to the CRM with one-click setup
Full, developer-friendly documentation must accompany each integration.

Deliverables are complete when the new fields work end-to-end, the updated UI renders perfectly in modern browsers, and third-party sites can submit leads that appear instantly in the CRM.