Custom CRM System for Small Business

Requirements:

  • User Management: Ability to add, edit, and remove users with different access levels (Admin, Sales, Support).
  • Lead Tracking: Track leads from initial contact through to conversion, with status updates and notes.
  • Sales Pipeline: Manage sales stages, set up reminders, and track progress.
  • Reporting: Generate reports on sales performance, lead conversion rates, and customer interactions.
  • Integration: Integrate with existing email and calendar systems.
  • User Interface: Clean, intuitive design suitable for non-technical users.
  • Support: Provide documentation and basic training for staff.

Deliverables:

  • Fully functional CRM system
  • Source code and documentation
  • 1 month of post-launch support

Timeline: 4 weeks

Frontend Technologies:

  1. HTML/CSS: For building the structure and styling of the user interface.
  2. JavaScript: For interactive elements and dynamic content.
  3. React.js / Vue.js / Angular: Frameworks or libraries for building a responsive and user-friendly front-end.

Backend Technologies:

  1. Node.js / Express.js: For server-side development and handling API requests.
  2. Python / Django or Flask: Alternatively, Python-based frameworks can be used for backend development if preferred.
  3. PHP / Laravel: Another option for backend development if more suitable for the project.

Database Technologies:

  1. MySQL / PostgreSQL: For relational database management to store user data, leads, sales, and other CRM-related information.
  2. MongoDB: If a NoSQL database is preferred for flexibility in data storage.

Authentication and Authorization:

  1. OAuth / JWT (JSON Web Tokens): For secure user authentication and authorization.

Integration:

  1. Email API: Such as SendGrid or Mailgun for email integration.
  2. Calendar API: For integrating calendar functionalities (e.g., Google Calendar API).

Reporting and Data Visualization:

  1. Chart.js / D3.js: For creating interactive charts and graphs for reporting purposes.
  2. ExcelJS / Pandas: For generating downloadable reports, if needed.

Development Tools:

  1. Git / GitHub: For version control and collaborative development.
  2. Postman: For testing API endpoints.

Deployment:

  1. Heroku / AWS / DigitalOcean: For hosting the application and database.
  2. Docker: For containerizing the application if needed.

Other Tools:

  1. Swagger / OpenAPI: For documenting APIs.
  2. Jira / Trello: For project management and tracking progress.

Support and Documentation:

  1. ReadTheDocs / GitHub Pages: For creating and hosting documentation.
  2. Loom / Screen Recording Tools: For creating training videos for staff.

These technologies should cover the core requirements for building a custom CRM system, from user management and lead tracking to reporting and integration.

Skills required
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Job Activity

Total Bids: 4

Average Bid: $1,150.00

Budget

$1,500.00

4    Bids

About This Client

Jan N.

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