Lovable ERP/CRM System Redesign

RFP / Job Posting: ERP & CRM Rebuild Using Lovable
Overview

We are seeking an experienced developer to rebuild our existing ERP/CRM system using Lovable, with the goal of delivering a more modern, user-friendly, and efficient platform. Our current system uses a Django-based API backend with a PHP frontend. The new system must replicate our current database logic while introducing improved functionality, workflows, and reporting.

1. System Rebuild Using Lovable
Recreate our full CRM and ERP structure within LovableIntegrate seamlessly with our existing Django APIModernise UI/UX with efficient navigation, automation, and reduced manual handlingEnsure data relationships and lifecycle states are preserved and enhanced

2. CRM Structure (Essential Requirement)
The CRM must manage the full customer lifecycle:
Lead → Prospect → Opportunity → Customer → AccountStore complete company and contact recordsSupport parent/child or group company relationshipsManage both customer and supplier records consistentlyLog all communications (emails, calls, notes) at company and contact level

3. Lead & Enquiry Pipeline
Build a qualification pipeline for:
Website enquiriesEmail enquiriesManually entered leads

Pipeline requirements:
Automated routing and scoringStatus tracking through all CRM lifecycle stagesAbility to segment leads by enquiry type, activity, and historical behaviour

4. Filtering & Segmentation (Essential Requirement)
The system must include robust filtering, segmentation, and reporting capabilities:
Engagement & Activity Segmentation
Never EnquiredEnquiries Never QuotedEnquired Never OrderedQuotedQuoted Never OrderedOrderedOrdered OnceOrdered 2–9 TimesOrdered 10+ Times

Engagement Statuses
Enquiry Active: 3+ enquiries in last 90 daysEnquiry Risk: none in last 60 daysEnquiry Dormant: none in 90+ days

Similar segmentation must apply to order activity.

5. Sales Information & Communication (Essential Requirement)
The CRM should capture detailed sales intelligence:
Product interests (brands, product categories, spend patterns)Competitor information (discounts, strengths, weaknesses)PSL (Preferred Supplier List) data, including logins and notesCommunication logs integrated by company, contact, quote, enquiry, or opportunity


6. Enquiries, Quotes & Orders
The system must support the full lifecycle:
Record enquiries, quotes, and orders at the company/contact levelTrack status transitions:

Request → Quote → Order → At Warehouse → Dispatch → Delivery → Complete
Manage RFQs (Requests for Quotation)Flag quotes as Hot / Cold / PromisedRecord reasons for lost quotesIdentify and report margins per quote, per line item, per team, per rep


7. Quote Builder (Essential Requirement)
A robust quote creation tool must include:
Captured Information
Company and contact infoProduct numbers, specs, and detailsConditions, quantities, prices, and currenciesDelivery timesBuy prices, supplier details, and warranties

Functionality
Calculate and display total and per-item marginsSend quotes with tracking (opens, edits, responses)Log communications associated with each quote


8. Supplier Relationship Management (SRM) (Essential Requirement)
Manage suppliers with the same depth as customers:
Store supplier recordsTrack RFQs sent, quotes received, and orders placedLog performance and response activity


9. KPI & Reporting Dashboards
The system must provide dashboards for:
Sales Reporting
Average prospect-to-order timeConversion valuesMargin reporting by person, team, product, or company

Operational Insight
Sales, purchasing, and logistics KPIsCustom reporting by segmentation (e.g., Enquiry Risk, Dormant, High Order Frequency, etc.)

10. Data Migration
Full migration of all existing system dataPreservation of historic dataAbility to generate historic and comparative reports not previously possible

11. Final Objective
To fully transition away from our current system and operate entirely on the newly built Lovable ERP/CRM platform.

Developer Requirements
Strong experience building ERP/CRM systems in LovableFluency with complex data relationships and lifecycle trackingExperience with Django API integrationsProven capability in building quoting tools and reporting dashboardsStrong communication and ability to document workflows clearly