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Custom CRM with Advanced Task Management

$100-800 USD

Fechado
Publicado há aproximadamente 2 meses

$100-800 USD

Pago na entrega
Looking for a developer to help me create a custom CRM management system to follow up with clients. Need to be able to add notes, select next follow up date, and assign leads to team members. It should work on Desktop and Mobile. Please watch video here before placing a bid, so that you know exactly what you're bidding on [login to view URL] Please review the above video and answer the following: Have you ever developed anything in SalesForce or HubSpot? I'm trying to decide if I should build this app in SalesForce or HubSpot or standalone as the app I show in my video. Again, I am a real estate broker and I'm planning to develop an app to manage my leads, assign them to my staff, and oversee the process. After I get this app to work perfectly for me, I would then like to offer subscription to it for other real estate team leaders like me, who don't have a perfect solution to assign company leads to their staff and oversee them. I didn't figure out yes where I should sell this service, in Salesforce Marketplaces, HubSpot Marketplaces, or on my own website. Looking for ideas. I tried to use a free version of HubSpot and it has way too many features, tables, rows, etc. I would like to simplify it, add Twilio for SMS capabilities, and add Chat GPT to analyze notes for each lead to suggest what to talk about at next follow up. Please let me know if this is something you can be helpful with.
ID do Projeto: 37940878

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163 propostas
Projeto remoto
Ativo há 2 dias

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163 freelancers estão ofertando em média $553 USD for esse trabalho
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With over 18 years of experience in web and app development, my team and I at CnELIndia are well-equipped to handle the complexity of creating your custom CRM management system. We've built numerous CRMs in the past, and we understand just how integral a well-organized system can be for efficient client follow-up and task management. Your project aligns perfectly with our skill set in JavaScript, PHP, and Software Architecture. What separates us is our attention to detail and dedication to delivering quality work that blends seamlessly with pre-existing systems. Much like you emphasized in your video, task management is essential. We consistently meet deadlines without compromising on the quality of our deliverables. Our broad understanding of front-end and back-end languages ensures your CRM will be functional not just on desktops but on mobile devices as well. But what truly sets our service apart is our commitment to client satisfaction. Our 99% positive rating from over 712 satisfied clients speaks for itself. I believe that open communication is the key to successful collaborations. You'll find it easy and pleasurable to work with us as we keep you updated every step of the way. In conclusion, choosing us guarantees you a tailor-made solution combining advanced task management features and ease of use that will help you successfully manage your clients' data in an efficient manner.
$450 USD em 7 dias
4,9 (587 avaliações)
8,9
8,9
Avatar do Usuário
Hi there I have reviewed the video and understand the requirements for the custom CRM management system you need. I have extensive experience in developing CRM systems and can create a user-friendly platform that allows for adding notes, setting follow up dates, and assigning leads to team members. The system will be responsive and work seamlessly on both Desktop and Mobile devices. I am confident in my ability to deliver a high-quality and efficient solution for your CRM needs. I can provide links to similar works from my portfolio. Please go through my profile its 15 years old see the work I did over the years. ---> No Win No Fee means that your satisfaction is my utmost priority. <---- Lets discuss the job details. Moreover, I am willing to start the job and perform tasks without even being hired; it is just to show my commitment to this project. Looking forward to hear from you. Regards Shah
$520 USD em 7 dias
4,9 (423 avaliações)
8,7
8,7
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Drawing from our extensive experience in developing custom CRM systems, my team and I at Appquipo are excited and well-suited to tackle your project. We understand the challenge of needing a robust CRM system that is tailored specifically to your unique business needs as a real estate broker. Our skillset includes crafting not just powerful but also intuitive interfaces for desktop and mobile, which will give you the convenience of managing your leads, notes, and follow-ups easily no matter where you are. Though we possess Salesforce expertise, we believe building the app as a standalone would provide a more personalized and efficient solution for your needs. Simplifying the functionalities and integrating necessary features such as Twilio and Chat GPT for effective SMS management and customized suggestions respectively, is a task we're confident to deliver on. Additionally, we can also help you decide on an optimal sales platform for your app in light of your subscription offering aspirations. Our competence extends to not just technical execution but also strategic thinking rooted in an understanding of market dynamics. Trusting your project to us guarantees you a powerful yet simplified CRM that is primed for future growth in serving others with similar needs. We look forward
$10.000 USD em 60 dias
4,7 (650 avaliações)
9,0
9,0
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1. When you select Archive one by one, it should be multi select option. 2. You have added notes that the person is renovating the house and added in todo list. There is navigation button to move between the todo list. At a time, you can see just one record, that is wrong. Can we have filter box to select those ones which are on high priority , may be by date. That way there i no need to to keep searching one by one till the last 3. which programming language was used in your code? Your existing work is not functionally done very well Your budget is very very low. You are expecting very good work. You should also have good budget, correct?
$800 USD em 7 dias
4,9 (257 avaliações)
7,9
7,9
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Hi there, I have carefully reviewed the video you shared outlining your requirements for a custom CRM management system tailored for real estate lead management. I understand the need for functionalities such as adding notes, setting follow-up dates, assigning leads to team members, and ensuring compatibility across Desktop and Mobile platforms. Regarding your query about SalesForce and HubSpot, while I have not specifically developed applications on those platforms, I have extensive experience in creating custom CRM solutions that align with unique business needs. I can certainly assist you in building a standalone CRM system similar to the one demonstrated in your video. Given your intention to offer this solution as a subscription service to other real estate team leaders, I believe a standalone application would provide more flexibility and customization options compared to integrating within SalesForce or HubSpot. Selling the service on your own website would allow for direct control over pricing, marketing, and user experience. To enhance the functionality of the CRM system, integrating Twilio for SMS capabilities and Chat GPT for lead analysis and suggestions is a great idea. These features can streamline communication and improve lead management efficiency. I am confident that I can help you develop a user-friendly, efficient CRM system that meets your specific requirements and sets the foundation for future expansion. Feel free to reach out if you have any...
$450 USD em 7 dias
4,9 (117 avaliações)
8,0
8,0
Avatar do Usuário
Hey there, I am a skilled developer with expertise in CRM systems and cross-platform compatibility, I'm ready to assist you in creating a custom solution tailored to your needs. I've reviewed the video and fully understand the requirements for adding notes, scheduling follow-up dates, and assigning leads to team members. My skills include: I have proficiency in web development languages and frameworks such as HTML, CSS, JavaScript, and React.js for creating responsive web applications and experience in backend development using Node.js and databases like MongoDB or MySQL to store and manage client data securely. Knowledge of mobile app development using technologies like React Native or Flutter to ensure seamless functionality across desktop and mobile devices. Familiarity with CRM principles and best practices, allowing for the implementation of intuitive user interfaces and efficient data management features. I'm committed to delivering a high-quality CRM management system that meets your requirements and enhances your client follow-up processes. Let's discuss further to turn your vision into a reality. Warm Regards Neha
$450 USD em 7 dias
5,0 (34 avaliações)
7,4
7,4
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With my 7 years of experience as a full-stack developer, I feel confident in taking on the challenge of building your custom CRM system. I have worked with top companies like DXC Technologies and Elite Services where software reliability and meticulous design were paramount, giving me an edge when it comes to building complex systems like yours. I have thorough knowledge of key programming languages such as JavaScript and PHP, the backbone of any efficient CRM. Additionally, I must emphasize my expertise in software architecture. The success of a CRM system relies heavily on its seamless integration across platforms and devices. In that realm, I'm skilled at creating smooth desktop to mobile transitions while ensuring all functionalities work without a snag. Whether it's adding notes, selecting follow-up dates or assigning leads to team members, I will ensure that your CRM works for you exactly as you need it to. Lastly, my guarantee is not just empty words. It's backed up by my intention to build not just a product, but a long-term relationship with my clients. By choosing me for this project, you won't just get a functioning CRM, but a dedicated partner who will provide timely support and regular maintenance for your system. Your satisfaction is my priority, and I assure you that no penny wasted. Let's join forces and optimize your client management with a customized solution!
$600 USD em 3 dias
4,9 (194 avaliações)
7,6
7,6
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Hey there, I have 4 years of working experience in web technologies and I have a strong working knowledge of every possible framework which is in the market. In terms of client-end I know: Software Architecture, CRM, Google Sheets, JavaScript and PHP Also I have done tons of work on freelancing career. I am waiting anxiously for a positive response from your side. And I have read your requirements as well. Thanks and regards, Shamshad
$800 USD em 18 dias
5,0 (49 avaliações)
7,0
7,0
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Hey Mate Alex K., Good morning! I’ve carefully checked your requirements and really interested in this job. I have rich experienced in Software Architecture, CRM, PHP, Google Sheets and JavaScript. I’m ready to discuss your project and start immediately. Looking forward to hearing you back and discussing all details.. Thanks and Regards
$100 USD em 6 dias
4,9 (162 avaliações)
6,7
6,7
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Hello, I am a senior Web & Blockchain & Game Developer with expertise in PHP, JavaScript, and Software Architecture. I have extensive experience in creating custom CRM systems and task management solutions. I specialize in developing applications that work seamlessly on both Desktop and Mobile platforms. I have carefully reviewed your project requirements for a custom CRM with advanced task management features, including notes, follow-up dates, and lead assignment. I am confident that I can deliver a high-quality solution that meets your needs. I would love to discuss your project further and provide examples of my previous work that align with your vision. Let's connect to explore how I can bring your CRM management system to life. Thank you for considering my proposal. Best regards, Milos Delic Senior Web & Blockchain & Game Developer
$530 USD em 7 dias
4,8 (35 avaliações)
6,6
6,6
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I can do it. As 9+ years experiences in these field. I can give good quality work. I have read the guidelines of your work.I believe that i can provide you the best quality works you are anticipating from this platform give me a chance to show you the best i can do at your service.
$650 USD em 7 dias
4,8 (107 avaliações)
5,7
5,7
Avatar do Usuário
As someone familiar with CRM systems, I understand how critical they can be for managing customer relationships effectively. My skillset includes strong knowledge of CRM platforms, such as Google Sheets, and expertise in both JavaScript and PHP, which are pivotal in building a solid foundation for your custom system. Having handled diverse projects similar to yours, I possess the key understanding of the intricacies involved in designing and implementing a mobile-responsive desktop application that supports note taking, scheduling follow-ups while assigning leads proficiently to different team members. Additionally, teamwork is an essential part of your project, and my years of experience in strategic planning and project management equip me with the right tools to efficiently organize cross-functional teams. I've successfully led projects of various complexities, ensuring they remain within budget and meet deadlines. Lastly, I am an analytical thinker who values data-driven decision-making. My proficiency in using software like Excel for data collection, cleansing, and analysis helps to ensure the efficient making sense of the information captured by your CRM system. Rest assured that excellence and exceeding expectations come as second nature to me. Quite simply put with my skills, experience, creativity and optimistic viewpoint I will be a worthy addition to your project.
$450 USD em 7 dias
4,7 (19 avaliações)
5,8
5,8
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Hello , Sir/ Mam I have checked Requirements As a seasoned developer with a wealth of Experience I'm confident I can bring your virtual reality project to life. My track record as demonstrated in my 100% job completion and 5-star review rating showcases My ability to deliver exceptional results on time and with utmost quality I believe that my skill set makes me the ideal candidate for this project Please come on chat we will discuss more about this I will be waiting for your reply . Thank you !
$750 USD em 4 dias
5,0 (19 avaliações)
5,2
5,2
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As an experienced full-stack developer, I believe my skills would be a great match for your unique project. I have a deep understanding of both front-end and back-end technologies, which will allow me to create a tailor-made CRM that is not only user-friendly but also perfectly aligned with your needs. Additionally, my proficiency in JavaScript will admittedly play a significant role in incorporating features like Twilio for SMS and Chat GPT analysis for your team. Moreover, I believe we can go further beyond the initial scope of this project by exploring and strategizing the best platform to market your app. Besides, I have extensive experience in dealing with databases (MYSQL and MSSQL), web hosting, as well as server management. These combined skills also enable me to offer comprehensive post-project support which emphasizes not only the completion of the project but also its smooth functioning thereafter. Lastly, my accommodating mindset coupled with a desire to consistently meet customer satisfaction is what makes me worthy of your consideration. My past experiences with clients conveyed specific requirements too dense systems and desired simplified solutions- very much similar to yours. Therefore, I completely understand that you want a simplified design without compromising essential functionality- and I can guarantee that's what you'll get from me. Let's build something magnificent together!
$450 USD em 10 dias
5,0 (16 avaliações)
4,8
4,8
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Hi there, With over 16+ years of experience in software development, I'm skilled in creating custom CRM systems tailored to specific business needs, ensuring they are responsive for both desktop and mobile use. I understand the importance of features such as adding notes, selecting next follow-up dates, and assigning leads to team members for efficient client management and follow-up processes. After reviewing the requirements in your video link, I'm ready to offer a detailed proposal on how we can develop a system that meets your needs, focusing on user-friendly interfaces and seamless functionality across all devices. Utilizing tools like Figma for design mockups, I'll ensure that the CRM's layout is intuitive and caters to the workflows highlighted in your brief, ensuring a smooth transition for your team. Best Regards, Vijay
$450 USD em 7 dias
5,0 (6 avaliações)
4,3
4,3
Avatar do Usuário
With over a decade of experience in web application development, I'm confident that I can deliver an exceptional CRM system tailored to meet your needs. Your project description resonates with my skills as I have an intricate knowledge of back-end frameworks like Django and PHP, and front-end technologies including React, which will be vital in building a comprehensive CRM system. Moreover, my expertise in JavaScript ensures that the system will be highly interactive and user-friendly. I've carefully analyzed your video presentation and appreciate the pronounced demand for task management, notes incorporation and mobile/desktop versatility. My vast experience with Google Sheets will enable me to synergistically integrate a spreadsheet functionality into your CRM, which could prove especially useful given your emphasis on task delegation. Not only are these tasks easily assigned to team members using this platform, but it also allows for real-time collaboration among team members. My proficiency extends beyond mere development; as a seasoned freelancer, I value client satisfaction above all else. Thus, you can expect timely and efficient completion of milestones within agreed-upon budgets. Let's set up a meeting to discuss your specific requirements in greater detail and chart a course towards exponential growth through effective client management.
$500 USD em 7 dias
5,0 (4 avaliações)
3,9
3,9
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Having accumulated more than 16 years in software programming and development, few freelancers can bring the level of expertise I can offer to your CRM project. Experienced in open-source PHP frameworks like Laravel, CodeIgniter, and CakePHP, I can guarantee a well-designed CRM system tailored perfectly to your needs. Drawing from my skills in WCoomerce, Magento, and Shopify, I have extensive experience in eCommerce development - a huge asset for your project's mobile functionality requirement. With my knowledge in JWT, SVN, Git, Jira, and Trello , you can be assured of work that brings together optimal task management functionalities while keeping the system secure. In summing up, my impeccable understanding of website security will keep your platform safe while optimizing speed using techniques such as image optimization and minifying CSS/JavaScript. Don't just take my word for it though; you can have a consultation session before committing. I'm excited about this potential collaboration; let's get started!
$450 USD em 7 dias
5,0 (11 avaliações)
4,1
4,1
Avatar do Usuário
As a dedicated web developer with a focus on WordPress and proficient in JavaScript and PHP, I am confident I can bring your vision of a custom CRM management system to life. Having worked extensively in projects within your realm, including e-commerce integration and database management, I fully understand the intricacies of such systems and their significance. Your requirement for mobile compatibility is not lost on me; I excel at creating responsive websites that function seamlessly across devices. My proficiency in platforms like Elementor and Divi Builder will be an asset to the project as they optimize user-friendliness while guaranteeing top-notch performance for both ends. Moreover, to ensure your website runs smoothly with the least possible interruptions, my skills in WP Security, WP Optimization, WP Cleanup are of great value. Lastly, my experience with payment systems like Paypal, Stripe and Card Payments will play a pivotal role in developing secure transactions within your CRM system. Between my experience ensuring website efficiency & security and adeptness at meeting deadlines, I believe I'm the perfect fit for this ambitious project. Let's create a user-centric CRM system that revolutionizes how you engage with your clients.
$100 USD em 3 dias
5,0 (19 avaliações)
4,1
4,1
Avatar do Usuário
HI, I HAVE CHECKED YOUR REQUIREMENTS AND HAVE UNDERSTOOD. I HAVE 5 YEARS+ OF EXPERIENCE IN WEB DEVELOPMENT. FOR FURTHER DISCUSSIONS CAN WE CHAT?
$450 USD em 8 dias
5,0 (21 avaliações)
4,2
4,2
Avatar do Usuário
As someone with a proven track record of success in both digital marketing and web development, I understand the value and importance of efficient customer relationship management systems. Your project aligns perfectly with my skill set and experience. For over 7 years, I've honed my expertise in JavaScript, PHP and Software Architecture, essential knowledge needed to create the customized CRM system you require. With your business thriving in an E-commerce-based market, my extensive background in this field will cater to your unique needs. I’ve successfully architectured and built various CRM systems which have improved leads follow-up efficiency and client retention. Having established myself as a faster learner and challenge seeker along the line of my freelancing journey, I’m always ready to upskill, if necessary. I believe that building any effective CRM system goes beyond coding; it’s about understanding your organization's goals. Well-acquainted with the power of mobility in today’s business space, I assure that I will create a solution that accommodates both mobile and desktop utilization, just like your business does. Let me be your partner in converting your vision into a powerful reality!
$350 USD em 7 dias
5,0 (4 avaliações)
3,7
3,7

Sobre o cliente

Bandeira do(a) UNITED STATES
New York, United States
5,0
116
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Membro desde fev. 12, 2009

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