Custom CRM for Financial and Legal Services

### **Freelance Requirement – CRM Development**

We are looking for a freelance developer/team to build a **custom CRM system for a Financial + Legal services business**.

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### **Project Scope**

The CRM will manage the complete lifecycle:
**Lead → Client → Services → Revenue → Commission**

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### **Core Modules**

* Users (Role-based: Admin, Staff, Partner, Advisor)
* Leads Management (capture, assign, convert)
* Client Master (KYC + central hub)
* Activities (tasks, follow-ups)
* Loan Management
* Insurance Management (with renewal alerts)
* Legal Services (Cases, Agreements, Notary, Documentation)
* Document Management (upload & link)
* Commission Tracking (auto calculation)

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### **Key Requirements**

* Role-based login & access control
* Clean Angular UI (dashboard + modules)
* API-based architecture (.NET APIs)
* Automation workflows (alerts, reminders, status triggers)
* Dashboard with KPIs (Leads, Revenue, Conversion, Tasks)

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### **Selection Criteria**

Project will be awarded only to freelancers who can **demonstrate a working demo (partial or relevant CRM/system)** showcasing their capability to deliver similar functionality.


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