CRM Development for Lead Tracking & Follow-Ups
Budget: $250 – $750 USD
Project Description:
We are looking for a **freelance developer** to build a **Custom CRM System** that efficiently tracks leads, follow-ups, and sales activities while allowing multiple contact persons per company. The CRM must be **user-friendly, scalable, and provide insightful analytics** for our sales team.
**Key Features & Requirements:**
1. Lead Management (Company & Multiple Contacts)
- **Company Table:**
- Company Name
- Industry
- Source (Information from where)
- Assigned Sales Agent
- Date Added
- **Contacts Table (Linked to Company Table):**
- Contact Person Name
- WhatsApp Number
- Email Address
- Position in the Company
- Company (linked to Company Table)
**Why?** This structure ensures that a company can have multiple **contact persons, WhatsApp numbers, and emails**, avoiding duplication and redundancy.
2. Action & Follow-Up System
- **Action Entry:**
- Agents should **select a company** (instead of re-entering details).
- Choose the **specific contact person** (from the Contacts Table).
- Enter the **Action Date & Type** (eg. Meeting, Phone Call, Sent Proposal via WA, Sent Proposal via Email).
- Enter the **Event** (JIPremium, IMKIDS, etc...)
- Record **Results/Remarks**.
- Set a **Follow-Up Date** and **Status**:
- ✅ Successful (Converted to client)
- ⏳ Pending (Still in progress)
- ❌ Not Interested
- **Follow-Up Management:**
- Agents should be able to **see all past interactions** with a company and **add new follow-ups** without re-entering data.
- All interactions must be **linked to a specific contact person** under the company.
3. Automated Notifications & Reminders
- **Follow-Up Reminders:**
- Automatic notifications to remind agents of upcoming follow-ups.
- Alerts via **email, WhatsApp, or the CRM dashboard**.
- **Overdue Follow-Ups:**
- Dashboard highlights **missed or overdue follow-ups**.
4. Performance Dashboard & Analytics
- **Agent Dashboard:**
- Total leads added per month.
- Number of follow-ups (meetings, calls, WhatsApp, emails).
- Conversion rate (Successful leads vs. total leads).
- **Admin Dashboard:**
- Overview of **total leads, follow-up progress, and sales team performance**.
- Filter data by **date range, agent, industry, or lead status**.
5. User Access & Permissions
- **Agent Role:** Can add leads, update actions, and track their own performance.
- **Admin Role:** Can access all leads, monitor team performance, and generate reports.
6. Additional Features (Preferred but Optional)
✅ **WhatsApp API Integration** – To send follow-ups directly from the CRM.
✅ **CSV Export Function** – Download lead reports for offline use.
✅ **Mobile-Friendly Interface** – For easy access on mobile devices.
Technology Preference:
We prefer a **cloud-based solution** that is accessible via both desktop and mobile browsers. The CRM should be built using a **scalable tech stack** (e.g., React, Vue.js, Laravel, Node.js, or any modern framework).
**Budget & Timeline:**
- Looking for a **freelancer who can complete the project within 4-6 weeks**.
- Please include your **past CRM development experience** in your proposal.
**If you have built a similar CRM, please share a demo or portfolio link.**
We are looking for a **freelance developer** to build a **Custom CRM System** that efficiently tracks leads, follow-ups, and sales activities while allowing multiple contact persons per company. The CRM must be **user-friendly, scalable, and provide insightful analytics** for our sales team.
**Key Features & Requirements:**
1. Lead Management (Company & Multiple Contacts)
- **Company Table:**
- Company Name
- Industry
- Source (Information from where)
- Assigned Sales Agent
- Date Added
- **Contacts Table (Linked to Company Table):**
- Contact Person Name
- WhatsApp Number
- Email Address
- Position in the Company
- Company (linked to Company Table)
**Why?** This structure ensures that a company can have multiple **contact persons, WhatsApp numbers, and emails**, avoiding duplication and redundancy.
2. Action & Follow-Up System
- **Action Entry:**
- Agents should **select a company** (instead of re-entering details).
- Choose the **specific contact person** (from the Contacts Table).
- Enter the **Action Date & Type** (eg. Meeting, Phone Call, Sent Proposal via WA, Sent Proposal via Email).
- Enter the **Event** (JIPremium, IMKIDS, etc...)
- Record **Results/Remarks**.
- Set a **Follow-Up Date** and **Status**:
- ✅ Successful (Converted to client)
- ⏳ Pending (Still in progress)
- ❌ Not Interested
- **Follow-Up Management:**
- Agents should be able to **see all past interactions** with a company and **add new follow-ups** without re-entering data.
- All interactions must be **linked to a specific contact person** under the company.
3. Automated Notifications & Reminders
- **Follow-Up Reminders:**
- Automatic notifications to remind agents of upcoming follow-ups.
- Alerts via **email, WhatsApp, or the CRM dashboard**.
- **Overdue Follow-Ups:**
- Dashboard highlights **missed or overdue follow-ups**.
4. Performance Dashboard & Analytics
- **Agent Dashboard:**
- Total leads added per month.
- Number of follow-ups (meetings, calls, WhatsApp, emails).
- Conversion rate (Successful leads vs. total leads).
- **Admin Dashboard:**
- Overview of **total leads, follow-up progress, and sales team performance**.
- Filter data by **date range, agent, industry, or lead status**.
5. User Access & Permissions
- **Agent Role:** Can add leads, update actions, and track their own performance.
- **Admin Role:** Can access all leads, monitor team performance, and generate reports.
6. Additional Features (Preferred but Optional)
✅ **WhatsApp API Integration** – To send follow-ups directly from the CRM.
✅ **CSV Export Function** – Download lead reports for offline use.
✅ **Mobile-Friendly Interface** – For easy access on mobile devices.
Technology Preference:
We prefer a **cloud-based solution** that is accessible via both desktop and mobile browsers. The CRM should be built using a **scalable tech stack** (e.g., React, Vue.js, Laravel, Node.js, or any modern framework).
**Budget & Timeline:**
- Looking for a **freelancer who can complete the project within 4-6 weeks**.
- Please include your **past CRM development experience** in your proposal.
**If you have built a similar CRM, please share a demo or portfolio link.**