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**Freelancer Project Post – Technical Product Lead (Captain) for CRM-Style Sales Funnel Platform** **Project Title:** Technical Product Lead Needed – Build a Simple CRM app Focused on Sales Funnels **Project Overview** We are building a lightweight, AI-assisted project management and sales funnel platform — a simplified equivalent to CRM app tailored specifically for managing sales pipelines and funnels. The platform will allow users to create customizable boards, track deals through sales stages, manage contacts, tasks, and automate basic workflow steps. Development will be heavily assisted by AI coding agents. We need a strong **Technical Product Lead** (internally called the “Captain”) to direct the architecture, vision, and decision-making throughout the build. This is **not** a hands-on coding role. You will act as the architect of intent — defining what gets built, why it gets built, and ensuring the system remains clean, scalable, and true to the sales funnel domain. ### What the Role Actually Requires You are responsible for: - Maintaining a clear product vision across hundreds of tasks - Deciding what features get built now, what gets backlogged, and what gets discarded - Spotting when AI-generated code is technically correct but architecturally misplaced - Asking the right clarifying questions that prevent domain confusion - Knowing when to move forward and when to pause for better design You must be able to read code (Python, TypeScript, SQL, etc.) well enough to identify fundamental issues even if you are not writing the fixes yourself. ### Required Qualifications **1. Strong Architectural Intuition** You can look at a data model and immediately feel when something is wrong or poorly structured. **Example:** Recognizing that mixing deal-stage data with contact history in the same table would break the integrity of the sales funnel. **Test:** Can you look at three related database tables and explain in plain English what each one represents and why they should remain separate? **2. Domain Clarity – Sales Funnel Expertise** You must deeply understand the core domain of a sales funnel / CRM-style board system. This includes clear separation between: - **Deals** (opportunities moving through pipeline stages) - **Contacts / Leads** (people and companies) - **Boards & Columns** (customizable views and status tracking) - **Tasks & Activities** (follow-ups, calls, emails tied to deals) - **Pipeline Stages** (defined workflow steps with automation triggers) A candidate who cannot clearly articulate these entities and their relationships will create technically correct but architecturally confused code. **Test:** Can you explain the core entities of a sales funnel platform and how they relate to each other without opening a database? **3. High Decision Velocity** You make fast, confident decisions on prioritization and scope. You can backlog or deprioritize features without hesitation when they don’t serve the current mission. **Test:** Given three half-built features, can you rank them by business value and confidently defer two of them? **4. Diagnostic Literacy** You can read logs, stack traces, and test output to understand which system layer (database, backend service, API route, frontend, etc.) is causing an issue. **Test:** When reviewing multi-layer test results, can you identify the originating layer and assess real impact? **5. Comfort with Incremental & Layered Deployment** You treat every change as a series of verified checkpoints: code deploy → database migration → verification → full system testing. **Test:** Describe the correct order of operations and safety checks when making a schema change in a live system. ### Nice-to-Have Qualifications - SQL literacy (reading SELECTs with JOINs and understanding schema changes) - Familiarity with [login to view URL] / React patterns (routing, hooks, API clients) - Git fluency (reading logs, diffs, and performing reverts) - Basic Cloud Run / GCP awareness (scaling, cold starts, operational trade-offs) - Strong prompt engineering skills for directing AI coding agents ### Critical Disqualifiers - Needs to always “be right” instead of quickly correcting course - Treats all decisions as easily reversible (especially schema or data model changes) - Skips diagnosis and jumps straight to fixes, causing repeated rework - Confuses “it builds” with “it works reliably in production” - Cannot clearly explain sales funnel domain concepts in plain English ### Personal & Cognitive Qualities - High comfort with ambiguity in fast-moving AI-assisted development - Willingness to be wrong and correct quickly without defensiveness - Strong trust in the AI + engineer execution team once direction is set - Curiosity-driven: asks “why” before issuing new orders - Reliability and security mindset: routinely considers destructive operations and malicious input ### Summary Profile **Required** - Architectural intuition — senses when data models are flawed - Domain clarity — can explain sales funnel entities and relationships without aids - Decision velocity — prioritizes and backlogs decisively - Diagnostic literacy — reads errors and identifies system layers - Incremental deployment discipline — follows deploy → migrate → verify → test **Nice to Have** - SQL read literacy - [login to view URL] / React awareness - Git fluency - Cloud Run / GCP knowledge - Prompt engineering instinct **Project Details** - AI-heavy development (you direct the AI agents) - Modern stack ([login to view URL], Python backend, PostgreSQL, deployed on Cloud Run / GCP) - Expect 300–600+ tasks across multiple development “episodes” - Goal: Deliver a clean, usable CRM-style sales funnel board system If you have the architectural intuition, strong sales funnel domain understanding, and decisive leadership style described above, please apply with a short note explaining why you are a good fit for the “Captain” role in this AI-assisted build. We are looking for someone who consistently sees the full system, not just individual features, and always asks: “Does this belong here, and what does it connect to?” Looking forward to your proposal. MUST use [login to view URL], We have the use cases already developed, we will show you how to work with the codebase and from there you can complete it. The app was built using [login to view URL] and generated by the alchemy crew. We will give you access to the GitHub to work the code. We expect about 120 hours of total development
Project ID: 40392656
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Hello, We've carefully reviewed your project for a Technical Product Lead to direct the development of an AI-assisted CRM-style sales funnel platform. We understand the need for a strategic role that maintains a clear product vision, ensures architectural integrity, and leverages AI efficiently. We've previously led a similar project, developing an AI-driven sales management system that streamlined sales processes, ensuring scalability and architectural precision. Our expertise in AI-first product development, particularly in integrating AI with CRM systems, aligns perfectly with your project's requirements. Our team brings over eight years of experience in AI, automation, and web platforms, with a proven track record of delivering top-rated results. Our deep understanding of sales funnels, combined with strong architectural intuition and fast decision-making capabilities, enables us to maintain clarity and focus throughout the project lifecycle. We invite you to explore our portfolio, showcasing our capabilities in AI integration and CRM solutions. Please message us with more details, and we'll deliver a comprehensive, tailored proposal within 24 hours. Looking forward to the opportunity to collaborate on this impactful project. Best regards, Puru Gupta
$6,000 USD in 50 days
7.8
7.8

Hi, I read your post carefully and honestly this feels more like a system thinking role than just coding, which is something I really enjoy. When I approach something like a sales funnel system, I usually start by keeping things very clear. Deals should move through stages. Contacts are just people or companies. Tasks and activities sit around those deals. Boards are just how we visualize it. The moment these get mixed together, things start breaking in weird ways later. For prioritization, I tend to focus on what actually moves the business. If a feature helps push deals forward or gives better visibility, that goes first. Everything else can wait without overthinking it. On production work, I’m pretty careful. I prefer rolling changes through staging, checking data impact, then releasing step by step while watching logs. I always assume something can go wrong, so rollback is never an afterthought. I’m comfortable reading across Python, TypeScript, and SQL, and usually I’m more focused on spotting structural issues early rather than just patching things. I’m based in GMT+7 and available full time, with overlap for US hours if needed. If you’re looking for someone who can keep things clean, make fast decisions, and avoid messy architecture down the line, I think I can help. Happy to chat further.
$5,000 USD in 30 days
7.9
7.9

Hello, I will take the role of Technical Product Lead and guide your CRM-style sales funnel platform from its current AI-generated state into a structured, scalable system with clear domain boundaries, stable architecture, and consistent feature direction. I will review the existing codebase, align the data model around deals, contacts, pipelines, and activities, and define a prioritized roadmap so the build progresses cleanly across all development phases . My approach is to enforce strict separation between core entities and validate each change through staged deployment so AI-generated code stays aligned with long-term system integrity rather than short-term fixes. Questions: What is the current state of the data model, especially around deals, contacts, and pipeline stages? Are AI agents currently generating code directly into production branches or through controlled review flows? Which core features are partially built that must be prioritized for completion first? Looking forward to discussing further. Best regards, Faizan
$3,000 USD in 7 days
4.9
4.9

As the Technical Product Lead with a special emphasis on AI Development, I am perfectly poised to oversee and direct the construction of your AI-assisted sales funnel platform. With me at the helm, you have a guarantee of maintaining a strong and clear product vision throughout the myriad of tasks this process entails. My seven-year stint as a Full-Stack Developer has sharpened my abilities in making crucial decisions regarding feature priority, spotting misplacements even when they're architecturally correct, and asking pertinent questions that save us from any possible domain confusion. Your project calls for someone able to move swiftly and confidently with technology as well as handle copious amounts of complex data. Right from SQL literacy (reading SELECTs with JOINs) to Git fluency (reading logs, diffs), basic Cloud Run/GCP usage and a deep understanding of different systems layers, I'm sufficiently skilled and experienced across-board. You need not worry about any lags in our project's timeline as I have an impeccable record ensuring 98% of my projects ship on or before the deadline. And finally, I value your money just as much as you do. It is precisely why I think beyond code and always strive to make smarter technical decisions that save us ???? ??? ?????. So let's get started on a project that'll surpass even your highest expectations!
$3,000 USD in 15 days
4.2
4.2

As a Technical Product Lead with extensive experience in AI and Data Science, I'm the ideal candidate for your CRM-style Sales Funnel project. My architectural intuition combined with a deep understanding of your domain ensure I can consistently make informed decisions and maintain a clear product vision. I can comfortably navigate and identify potential problems within multiple databases, which is crucial for building an effective and architecturally sound sales management platform like yours. Beyond that, my proficiency in reading code, especially Python and SQL, allows me to identify fundamental issues promptly even if not writing the fixes myself. This skill will be invaluable when working on this project alongside AI coding agents to ensure the generated code is technically correct and architecturally appropriate. Moreover, I have a proven track record in delivering high-quality results while adhering to data ethics. This aligns perfectly with the responsibility of overseeing various tasks and prioritizing features in your project without compromising the integrity of the system. Let's collaborate to create a clean, scalable, and efficient sales funnel platform that fulfills all your needs
$3,500 USD in 30 days
3.9
3.9

Hi, my team and I just dug into your need for a CRM app with a keen eye on the architecture. We believe the challenge is ensuring the AI-assisted code integrates seamlessly while keeping the architecture clean and scalable. Our devs are ready to tackle this head-on, with our Architect keen to ensure that the intent remains intact throughout the build. We recently delivered a large-scale CRM solution built with Python and PostgreSQL, handling over 10,000 daily operations without a hitch. We focused on optimizing the backend for reliability and scaling effortlessly as user demand grew. I'll be your direct technical point of contact, ensuring we maintain a smooth flow. We'll set up a staging environment so you can see progress in real-time without impacting live operations. How do you envision the CRM enhancing your current sales funnel processes? Let's explore how we can make this a reality.
$3,000 USD in 30 days
3.4
3.4

Hello! I am a US-based senior software engineer with extensive experience in software development, AI integration, and building scalable systems. I carefully read your project description regarding the completion of your AI-assisted build for a CRM-style sales funnel platform, and I'm excited about the opportunity to help you achieve your goals. With over 15 years of experience in Python, SQL, and software architecture, I specialize in creating practical, maintainable solutions that drive ROI. My approach involves clear communication and structured milestones to ensure we stay on track. Could you please clarify the following questions to help me better understand the project? 1. What specific AI functionalities are you envisioning for the sales funnel platform? 2. Are there existing systems or technologies that we need to integrate with, or will this be a standalone solution? I have successfully completed projects similar to yours, such as developing an AI-driven sales dashboard for a mid-sized e-commerce site and creating a custom CRM tool tailored to client specifications. I’m serious about delivering high-quality results that meet your needs and am eager to discuss how we can make your project a success. Looking forward to your response! Best, James Zappi
$5,000 USD in 17 days
3.4
3.4

Hi, thank you for considering me as the Technical Product Lead for this CRM-style sales funnel platform. I understand the project requires a lightweight, AI-assisted project management and sales funnel platform with customizable boards, deal tracking, contact management, task management, and automated workflow steps. I'll approach this project with Laravel, Node.js, and React.js, utilizing REST API development and third-party API integrations for a scalable and high-performance backend system. Experience with ERP/CRM/SaaS platforms will help me make informed decisions on architecture and design. My relevant experience includes building complex backend systems, payment gateways (Stripe, Razorpay, PayPal), and integrations with AI APIs. I'm confident in my ability to handle the technical aspects of this project. For this platform, I'll focus on delivering key features such as customizable boards, deal tracking, contact management, task management, and automated workflow steps. I'll ensure seamless integration with AI coding agents to optimize development. To further enhance the platform, I'll investigate integration with existing CRM systems and explore opportunities for advanced workflow automation. I'm confident in delivering a high-quality platform that meets your requirements. Let's work together to bring this project to life. I can deliver this in 7 days.
$3,965 USD in 7 days
2.7
2.7

Orlando, United States
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