CRM Project with MERN
Budget: $750 – $1,500 USD
Prospect Post is a modern signpost rental business based in Texas, focusing on the real estate industry. It offers signpost rentals, storage of sign panels and riders, and an easy-to-use dashboard system for customers, admins, and installers. The business model incorporates a streamlined ordering process, real-time inventory tracking, and compliance with Texas 811 Digging Laws. The technology stack is based on the MERN framework (MongoDB, Express.js, React.js, Node.js).Our CRM, built on our MERN stack, delivers a clean, intuitive, and scalable solution tailored for realtors (90% of our customer base) while remaining versatile for any professional needing robust customer and task management.
As we move forward, I would like to provide additional services in our ecosystem such as a free CRM to start then one paid package after we scale. Both packages will have the exact same features except for Email Integration and More Contacts allowed on Paid Plan.
Key Features of CRM:
Customer Management: Easily create, update, and manage customer profiles.
Task & Event Tracking: Organize tasks, events, and deadlines with reminders.
Email Integration: Send and receive emails directly through Google Gmail and Microsoft 365 Outlook.
Sales Pipeline: Track leads through customizable pipeline stages and manage deals as won or lost.
Analytics: Provide actionable insights with visually appealing reports and dashboards.
Proposed Stack
Frontend
React: For a dynamic, responsive user interface.
Material-UI or Ant Design: To create a polished, professional look with reusable components.
Redux or Context API: For effective application state management.
Backend
Node.js & Express.js: To handle APIs, authentication, and secure backend operations.
MongoDB: For efficient storage of customer data, sales pipeline details, and task logs.
Email Integration
Google Gmail API: To send, receive, and manage emails seamlessly.
Microsoft 365 Outlook API: To ensure smooth email communication for Outlook users.
Additional Tools
Chart.js or D3.js: For interactive and visually appealing analytics.
AWS S3: For secure document and file management.
Stripe: To manage subscription billing for premium features.
Some of the current CRMS that I prefer due to features, cost and simplicity. Pipedrive, OnepageCRM, Capsule and Copper but they are a direct integration with Google Workspace only.
This CRM will be available to all users but we'll market first to our customer base at prospectpost.com.
Please submit your bid and do not ask about our budget. Thank you.
As we move forward, I would like to provide additional services in our ecosystem such as a free CRM to start then one paid package after we scale. Both packages will have the exact same features except for Email Integration and More Contacts allowed on Paid Plan.
Key Features of CRM:
Customer Management: Easily create, update, and manage customer profiles.
Task & Event Tracking: Organize tasks, events, and deadlines with reminders.
Email Integration: Send and receive emails directly through Google Gmail and Microsoft 365 Outlook.
Sales Pipeline: Track leads through customizable pipeline stages and manage deals as won or lost.
Analytics: Provide actionable insights with visually appealing reports and dashboards.
Proposed Stack
Frontend
React: For a dynamic, responsive user interface.
Material-UI or Ant Design: To create a polished, professional look with reusable components.
Redux or Context API: For effective application state management.
Backend
Node.js & Express.js: To handle APIs, authentication, and secure backend operations.
MongoDB: For efficient storage of customer data, sales pipeline details, and task logs.
Email Integration
Google Gmail API: To send, receive, and manage emails seamlessly.
Microsoft 365 Outlook API: To ensure smooth email communication for Outlook users.
Additional Tools
Chart.js or D3.js: For interactive and visually appealing analytics.
AWS S3: For secure document and file management.
Stripe: To manage subscription billing for premium features.
Some of the current CRMS that I prefer due to features, cost and simplicity. Pipedrive, OnepageCRM, Capsule and Copper but they are a direct integration with Google Workspace only.
This CRM will be available to all users but we'll market first to our customer base at prospectpost.com.
Please submit your bid and do not ask about our budget. Thank you.