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I need a corporate-grade CRM married to a document management system for my internal team. It must run smoothly in any desktop browser on Windows or Mac while scaling responsively to iOS and Android screens. Core workflow • Incoming emails are parsed by custom rules so every qualifying message creates a new lead, automatically assigned to the Admin account. • Admin can re-assign the lead to a teammate, who then updates its status to quoted, pending, won, or lost. Every change should be logged for auditing. Document handling • Files sit in role-restricted folders; the permission model ensures people see only what their role allows. • When viewing a lead, a nested dropdown surfaces all of that client’s documents, grouped by client category and sub-category for quick access. Deliverables • Responsive web application with a corporate and professional UI. • Mobile-friendly experience on Android. • Back-end API driving lead, user, and document logic. • Email service that applies the custom rules and attaches any referenced files. • Complete RBAC implementation for both leads and folders. • Source code, deployment scripts, and concise user documentation. Acceptance criteria 1. Lead appears on the Admin dashboard within 5 seconds of email arrival. 2. RBAC test cases show no unauthorized folder access. 3. Status updates reflect in real time without a page reload. 4. Google Lighthouse mobile score of 90 or higher. If you prefer another modern stack, feel free to propose it—stability, security, and maintainability are what matter to me. When you reply, outline your tech stack, timeline, and any similar projects you’ve delivered so I can see how close your experience is to this brief.
ID do Projeto: 40183601
24 propostas
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Ativo há 3 dias
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24 freelancers estão ofertando em média ₹10.578 INR for esse trabalho

Hi I have read your requirements and I am sure I will be able to help you. Please message me so that we will have detail technical discussion. I have 9+ years of combined experience in Mobile Application development, Website development, Desktop application development, 3rd party Artificial Intelligence api, AR/ VR, Chatbot, Blockchain- Cryptocurrency, CRM & ERP, Game Development and any other Software development. Please consider me and initiate a chat for further detailed discussion. Regards, Anju Logical Soft Tech Pvt Ltd, Indore(M.P)
₹30.000 INR em 7 dias
6,5
6,5

As a seasoned developer with over 10 years of experience, and my team of 20+ professionals, we believe we are an ideal pick for your CRM and Document Management platform. Our expertise spans across various domains including web development using modern stacks like WordPress, Laravel, Shopify, Codeigniter, Squarespace, PHP, Bootstrap, Magento and ASP.NET — giving us flexibility to adapt to your preference easily. To address the core workflow requirement, we have extensive knowledge in creating custom APIs, well-versed with database management, and an understanding of JavaScript API's. We will ensure that emails are parsed according to custom rules to generate leads that get automatically assigned as per your instructions. Moreover, we keep meticulous logs for every status update for a comprehensive audit trail. Delivering a top-notch user experience is our priority. Our responsive corporate UI designs bring professionalism while allowing easy scaling across all platforms including Windows, Mac OS, iOS and Android. Our prowess in Mobile app development (Android & FLutter) will ensure you get a mobile-friendly experience too. Additionally, we emphasize on stringent permission models to protect sensitive data and can effectively implement RBAC so that no unauthorized folder access is permitted.
₹9.999 INR em 7 dias
6,3
6,3

Hello there! My name is "Kaya", i'm a professional graphic designer from India, with 5 years of experience on Backend Development, JavaScript, Web Development, Frontend Development, Database Management, Mobile App Development, CSS, CRM, API Development and HTML. I have understood the brief and i can immediately start with work, with unlimited revisions. Please contact me so we can discuss more about the project... or you can check client reviews and portfolio here: https://www.freelancer.in/u/KayaCreation. Thanks Kaya
₹5.000 INR em 1 dia
5,5
5,5

I understand you need an internal CRM combined with a secure document management system that is reliable, fast, and audit friendly. I will build a responsive web app with clean corporate UI, role based access, and real time updates. Emails will be parsed using defined rules to create leads and assign them to Admin automatically. Lead status changes will be logged and synced instantly. Document folders will follow strict role permissions and appear inside each lead through structured dropdowns. Backend APIs will handle leads, users, files, and rules. I will focus on data integrity, security, and Lighthouse level performance. Clean code, deployment scripts, and documentation included.
₹17.000 INR em 20 dias
4,5
4,5

Hi there, I understand your need for a responsive, corporate-grade CRM integrated with a robust document management system tailored to your internal team’s workflows. - I will deliver a responsive web app with seamless Android and desktop browser compatibility. - Implement real-time lead management with email parsing and status updates logged for audit. - Develop a secure RBAC system ensuring strict folder and lead access based on roles. - Provide a clean, professional UI and a backend API to manage leads, users, documents, and emails efficiently. - Include comprehensive user documentation and deployment scripts for smooth handover. **Skills:** ✅ Responsive Web & Mobile UI development — ensuring high Google Lighthouse scores ✅ API & Backend Development — lead, user, document, and email logic integration ✅ RBAC Security — secure, role-based access for leads and document folders ✅ Real-time UI Updates — status changes without page reload ✅ CRM & Document Management Systems — workflow automation and auditable logs ✅ Database Management & Testing — validating fast lead appearance and access controls **Certificates:** ✅ Microsoft® Certified: MCSA | MCSE | MCT ✅ cPanel® & WHM Certified CWSA-2 I have delivered similar scalable, secure CRM solutions with complex role-based permission models and real-time data handling. I will propose a tech stack ensuring maintainability and security, likely React/Node.js with a PostgreSQL backend. I am ready to start immediately
₹12.500 INR em 45 dias
4,3
4,3

Hello, I’m Rahul Singh from Team Velora, and Team Velora has been running for 3+ years delivering secure, corporate-grade web applications. We fully understand your requirement for a CRM integrated with document management, including email-to-lead automation, RBAC, real-time status updates, and responsive multi-device support. Our expert team can deliver a stable, scalable, and audit-ready system aligned with your acceptance criteria. Let’s come to the chat box to discuss this project further.
₹10.000 INR em 3 dias
4,4
4,4

Hello Mate!Greetings , Good evening! I am professional mobile software engineer with skills including Backend Development, HTML, Database Management, Web Development, JavaScript, CRM, CSS, Frontend Development, API Development and Mobile App Development. Please contact me to discuss more about this project. Appreciate your prompt response
₹7.770 INR em 2 dias
4,4
4,4

I have 13+ years of hands-on experience delivering high-quality solutions in the exact skills required for this project. I’ve carefully reviewed your requirements and am confident in my ability to meet and exceed expectations. My approach focuses on clean execution, timely delivery, and clear communication throughout. I’ve successfully completed similar projects with proven results. I’d be happy to discuss your goals and start immediately
₹7.000 INR em 7 dias
3,0
3,0

I CAN START WORK IMMEDIATELY With your need for a corporate-level CRM and document management system, my skills and experience in API development, backend development, and JavaScript will be indispensable for creating a robust, fully functioning, and dependable solution. While I specialize in WordPress and Shopify, my strong full-stack background allows me to work effectively outside the standard setup with experience in PHP, Laravel, React, and Node.js-all of which can play great roles in your project. When it comes to your core workflow of parsing incoming emails into leads that are assigned to admins and then re-assignable to teammates, I understand the importance of smooth, timely lead management-and I can fulfill that. Furthermore, organizing documents securely but accessibly is pivotal for any effective document management system; nested dropdowns for quick access and RBAC implementations will be an absolute success criterion I'll deliver. The responsibility doesn't end with delivery for me-I am committed to ensuring long term success which means constant monitoring and prompt fixes or improvements when needed. In conclusion: timeliness, functionality,and performance are going to be the vital drivers of this project - exactly what I've been delivering for years. Let's collaborate to build an end-to-end CRM system that truly empowers your organization!
₹1.500 INR em 3 dias
1,0
1,0

Hi, I can build a corporate grade CRM with a document management system that runs smoothly on desktop browsers for Windows and Mac and scales to iOS and Android. I will create a back-end API to manage leads, users, and documents, implement real-time status updates, and enforce role-based access so team members see only what they are allowed. I will integrate an email parsing service to create leads automatically and attach relevant files while keeping a professional and responsive UI. Let's have a quick chat and discuss further Best Regards, Usama
₹7.000 INR em 3 dias
0,4
0,4

With a comprehensive 6+ years of experience delivering scalable and security-centric digital solutions for a global clientele, I am strongly positioned to develop your CRM & Document Management Platform. My mastery in architecture design, API development, and backend systems will be pivotal in crafting the corporate-grade system you desire. Having worked extensively on various technology stacks including MERN, MEVN, LAMP, and more- stability, security, and maintainability are the principles by which I pursue my projects. They manifest not just in the quality of code but also in features like real-time updates without page reloads and immediate email parsing within a 5-second timeframe - all to enable a seamless browsing experience across different platforms.
₹8.600 INR em 8 dias
0,4
0,4

Hello, Greetings! I’m a senior full-stack developer with 6+ years of experience in building scalable mobile and web applications. I specialize in cross-platform and native mobile development using Flutter, React Native, Swift (iOS), and Kotlin/Java (Android), along with strong backend expertise in Node.js, Django, FastAPI, and Laravel, supported by modern cloud technologies. My team and I build end-to-end mobile solutions including custom dashboards, internal tools, automation systems, role-based platforms, secure APIs, real-time features, payment integrations, push notifications, and complete app store deployments. We focus on creating smooth user experiences, clean architecture, and reliable performance. We’ve worked on numerous mobile projects with different requirements and complexities, helping clients turn their ideas into well-designed, high-performing applications. Your project aligns well with our technical skills and development approach. I’d be happy to discuss your project scope, ideas, and goals, and suggest the best technical approach. Best regards, Suman Joshi
₹4.000 INR em 7 dias
0,0
0,0

Hi, I’d be happy to work on your project. I have 12+ years of experience in developing customized software tools, web applications, and desktop solutions for both internal teams and external clients. My skills include C, C++, C#, ASP.NET (WinForms & MVC), .NET Core, WPF, Flutter, and database work with MS SQL & MySQL. I’ve also built and integrated RESTful APIs and modern web interfaces using HTML, CSS, Bootstrap, JavaScript, and jQuery. Let’s connect and discuss your requirements further.
₹12.500 INR em 7 dias
0,0
0,0

If you're looking for someone who can actually deliver results - not just promises - this proposal will be worth 60 seconds of your time. I can solve the exact problem you described—a clean, professional, user-friendly CRM integrated seamlessly with a document management system that supports responsive scaling across desktop and mobile platforms. You need a solution that automates lead parsing, enforces strict role-based access control, and delivers real-time status updates—all with a corporate-grade UI and high performance. While I am new to Freelancer, I have tons of experience in building secure, scalable web applications with React, Node.js, and PostgreSQL, including similar workflows and custom email parsing. Let's move forward and turn this into a successful project. Regards, Nadia Du Preez
₹9.400 INR em 14 dias
0,0
0,0

Hello, I can build your corporate CRM integrated with a secure document management system as a responsive web application that runs smoothly on desktop and mobile browsers. Tech Stack: Frontend: React.js + Tailwind/Material UI Backend: Node.js + Express Database: MongoDB Real-time updates: WebSockets Authentication: JWT with full RBAC Storage: Secure cloud/local storage with role-based folder access Workflow: Incoming emails will be parsed using custom rules to automatically create leads and assign them to Admin. Admin can reassign leads, and teammates can update statuses (Quoted, Pending, Won, Lost). Every action is logged with timestamps for auditing. Status updates reflect instantly without page reload. Document System: Files are stored in role-restricted folders. Inside each lead, a nested dropdown displays client documents grouped by category and sub-category, visible only to authorized roles. Acceptance Criteria: Leads appear within 5 seconds via background email listener, strict backend RBAC enforcement, real-time dashboard updates, and Lighthouse-optimized mobile performance (90+). Timeline: 3 days for core system, testing, deployment, and basic documentation. I’ve built secure dashboards and role-based systems with real-time features before and can deliver this efficiently. Looking forward to collaborating.
₹5.000 INR em 3 dias
0,0
0,0

New Delhi, India
Membro desde jan. 27, 2026
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