Stock Broking CRM: Android App + Web Dashboard

Freelance Developer Needed: Lead & Call Management CRM for Stock Broking Business (Android App + Web Dashboard)
About the Project
We are a stock broking business looking to build a custom CRM to manage leads, calls, WhatsApp follow-ups, and our sales pipeline. Our team makes 100+ calls a day, so speed and a minimal-click workflow are critical. We need an experienced freelancer or small team to design and build this from scratch (or adapt a suitable existing framework).
Core Features Required
1. Lead Management
• Lead list/table: Name, Mobile Number, Status, Source, Assigned To, Last Call Date, Next Follow-up Date & Time, Notes
• Status is an editable dropdown directly on the list (no separate screen)
• Customizable status options: New, Interested, Callback, NPC, Disconnected, Switched Off, Demo Scheduled, Documents Shared, Deal Closed, Not Interested
• Setting status to “Callback” auto-creates a task with the date/time entered
• Per-lead notes field (e.g., product/stock interest)
2. Click-to-Call
• One-click calling from the lead list or detail page, using the agent’s own SIM/number (not a virtual number)
• Quick outcome logging after each call via dropdown
3. WhatsApp Integration
• Official WhatsApp Business API (not click-to-chat links)
• Auto-reminders sent via WhatsApp at scheduled callback times
• In-CRM WhatsApp chat with leads/clients
• File/document sharing via WhatsApp from the CRM
• Saved message templates
4. Sales Pipeline
• Visual pipeline board with editable stages (e.g., New → Contacted → Demo → Documents Shared → Deal Closed)
• Drag-and-drop or dropdown stage updates
5. Call Tracking Dashboard
• Daily summary: dialed, connected, NPC, callback, disconnected, switched off, interested, not interested
• Date-range filters
• Per-agent breakdown for team use
6. Tasks & Home Dashboard
• Home screen shows today’s tasks/follow-ups
• Auto-created tasks from call outcomes
• Mark complete; flag overdue tasks
7. Stock Broker–Specific Tracking
• Demat accounts opened counter, filterable by day/month
• AUM entry and month-on-month tracking
• Per-client deal logging (product, amount, date)
• Optional: KYC/eKYC status tracking per lead
8. Reporting
• Dashboard: leads count, calls today, conversions, demat accounts (monthly), AUM (monthly)
• Date-wise and month-wise filters
• Export to Excel/CSV
9. User Interface
• Minimal-click, fast UI built for high call volume
• Android app (minimum) + web dashboard
• Supports both solo use and small teams (lead assignment, team activity view)
10. Non-Functional Requirements
• Encrypted client contact and financial data; role-based access (agent vs. admin)
• Scalable as the team grows
• Fast, lag-free performance for back-to-back call logging
Ideal Skills & Experience
• Mobile app development (Android; iOS a plus)
• Web dashboard development
• WhatsApp Business API integration experience (including business verification/approval process)
• Telephony/click-to-call integration
• Experience with CRM or sales-tracking tools is a strong plus
• Awareness of data security practices for financial/client data
Proposal Requirements — Please Include:
A. Fee breakdown (in bullet points), covering:
• Mobile app (Android) development
• Web dashboard development
• WhatsApp Business API setup & integration
• Click-to-call/telephony integration
• Testing & QA
• Deployment (including Play Store submission)
• Post-launch support/maintenance (monthly rate, if applicable)
B. Also confirm:
• Fixed price or hourly rate (with estimated hours)
• Estimated delivery timeline (phase-wise if possible)
• Relevant portfolio/past work links
• Proposed tech stack
Budget
Open to fixed-price or milestone-based payment — please share your best estimate based on the scope above.
How to Apply
Submit a proposal including your fee breakdown, timeline, and relevant experience as outlined above.