Web-Based CRM Development for Financial Advisors
Budget: $1,500 – $3,000 CAD
I want to build a simplified web-based CRM for financial advisors that includes client profile management, smart tagging, editable AI-generated financial summaries (RRSP, RESP, FHSA), and PDF report generation. I'm looking to expand it with a reminder automation system where I can manually input insurance policy or Payment Withdrawal dates, and have the system send scheduled text/WhatsApp messages for payment reminders and birthdays. The current build is focused on speed, simplicity, and advisor-only access. If you’re experienced in fast MVP builds with light AI logic, custom forms, and messaging APIs (like Twilio or WhatsApp Business), let’s talk.
I’m looking for a developer who can build this without locking me into expensive SaaS tools or recurring platform fees. I prefer lightweight, self-hosted, or one-time-cost setups where possible (e.g. custom code, low-cost API usage, or Bubble with export).
If you’re experienced in building fast MVPs using light AI logic, form systems, and messaging APIs (Twilio, WhatsApp Business, etc.), let’s connect and collaborate quickly
I’m looking for a developer who can build this without locking me into expensive SaaS tools or recurring platform fees. I prefer lightweight, self-hosted, or one-time-cost setups where possible (e.g. custom code, low-cost API usage, or Bubble with export).
If you’re experienced in building fast MVPs using light AI logic, form systems, and messaging APIs (Twilio, WhatsApp Business, etc.), let’s connect and collaborate quickly