Scalable Financial CRM and HRMS Development -- 2
Budget: ₹150,000 – ₹250,000 INR
Freelance Requirement: Scalable CRM + HRMS Platform (Phase-Based Development)
Project Overview
We are building two integrated SaaS platforms:
1. Financial CRM Platform (Insurance + Investments + Loans)
2. Enterprise HRMS Platform
This is a phase-based development project, but the architecture must be scalable from the beginning.
We are looking for a cost-efficient yet technically strong full-stack developer or team who understands how to:
* Build lean in Phase 1
* Architect for scalability
* Avoid rework in future phases
* Optimize infra cost
* Design modular systems
What We Need
* Clean, modular architecture
* Role-based multi-level access system
* Secure data handling (PAN, Aadhaar, payroll data, etc.)
* Cloud-ready deployment
* Multi-tenant ready structure (future SaaS model)
* Phase-wise roadmap
Module 1: Financial CRM
Core Capabilities
* Lead management
* Investor profiles (KYC-based)
* Insurance tracking
* Mutual fund tracking
* Loan products tracking
* Portfolio aggregation
* Admin dashboards
* Audit logs
User Roles
* Super Admin
* Admin
* Lead Generator
* User
Future Phases:
* Advanced analytics
* Performance insights
* AMFI integration
* Automated reporting
Module 2: HRMS Platform
Phase 1
* Employee database
* Department & role structure
* Attendance management
* Leave management
* Payroll processing
* Payslip generation
* Recruitment basic ATS
* Excel bulk upload
* Admin billing panel
* Role-based permissions
Phase 2 & Beyond
* Performance management (OKR, 360 reviews)
* AI recruitment tools
* Predictive analytics
* Employee engagement modules
* Learning integrations
* Advanced automation workflows
Preferred Tech Stack
We are open to suggestions, but prefer:
Frontend:
* React / Next.js
Backend:
* Node.js (NestJS preferred) / Django
Database:
* PostgreSQL
Infrastructure:
* AWS / DigitalOcean / GCP
* Dockerized deployment
* CI/CD setup
Must be:
* API-first architecture
* Modular codebase
* Proper folder structure
* Documented APIs
Budget
We are looking for:
* Cost-efficient build
* Phase-wise commercial proposal
* Clear breakdown of:
* Development cost
* Infrastructure recommendation
* Maintenance (optional)
This is a startup-backed scalable product, so we value: Efficiency + Architecture thinking + Clean execution.
Deliverables
* Source code (full ownership)
* DB schema
* API documentation
* Deployment support
* Architecture document
* Post-deployment support (minimum 2 weeks)
Timeline
Phase 1: 10–14 weeks Further phases: As per roadmap
To Apply
Please include:
* Past SaaS/CRM/HRMS projects
* Suggested architecture approach
* Whether you recommend building from scratch or customizing open-source
* Timeline breakdown
* Team structure (if agency)
* Phase-wise cost estimation
Project Overview
We are building two integrated SaaS platforms:
1. Financial CRM Platform (Insurance + Investments + Loans)
2. Enterprise HRMS Platform
This is a phase-based development project, but the architecture must be scalable from the beginning.
We are looking for a cost-efficient yet technically strong full-stack developer or team who understands how to:
* Build lean in Phase 1
* Architect for scalability
* Avoid rework in future phases
* Optimize infra cost
* Design modular systems
What We Need
* Clean, modular architecture
* Role-based multi-level access system
* Secure data handling (PAN, Aadhaar, payroll data, etc.)
* Cloud-ready deployment
* Multi-tenant ready structure (future SaaS model)
* Phase-wise roadmap
Module 1: Financial CRM
Core Capabilities
* Lead management
* Investor profiles (KYC-based)
* Insurance tracking
* Mutual fund tracking
* Loan products tracking
* Portfolio aggregation
* Admin dashboards
* Audit logs
User Roles
* Super Admin
* Admin
* Lead Generator
* User
Future Phases:
* Advanced analytics
* Performance insights
* AMFI integration
* Automated reporting
Module 2: HRMS Platform
Phase 1
* Employee database
* Department & role structure
* Attendance management
* Leave management
* Payroll processing
* Payslip generation
* Recruitment basic ATS
* Excel bulk upload
* Admin billing panel
* Role-based permissions
Phase 2 & Beyond
* Performance management (OKR, 360 reviews)
* AI recruitment tools
* Predictive analytics
* Employee engagement modules
* Learning integrations
* Advanced automation workflows
Preferred Tech Stack
We are open to suggestions, but prefer:
Frontend:
* React / Next.js
Backend:
* Node.js (NestJS preferred) / Django
Database:
* PostgreSQL
Infrastructure:
* AWS / DigitalOcean / GCP
* Dockerized deployment
* CI/CD setup
Must be:
* API-first architecture
* Modular codebase
* Proper folder structure
* Documented APIs
Budget
We are looking for:
* Cost-efficient build
* Phase-wise commercial proposal
* Clear breakdown of:
* Development cost
* Infrastructure recommendation
* Maintenance (optional)
This is a startup-backed scalable product, so we value: Efficiency + Architecture thinking + Clean execution.
Deliverables
* Source code (full ownership)
* DB schema
* API documentation
* Deployment support
* Architecture document
* Post-deployment support (minimum 2 weeks)
Timeline
Phase 1: 10–14 weeks Further phases: As per roadmap
To Apply
Please include:
* Past SaaS/CRM/HRMS projects
* Suggested architecture approach
* Whether you recommend building from scratch or customizing open-source
* Timeline breakdown
* Team structure (if agency)
* Phase-wise cost estimation