Custom CRM & AI Automation System

@mascotindia123

Hello, I can help build a custom CRM and AI automation platform tailored to your business workflow. The system can centralize Meta (Facebook/Instagram) leads, website enquiries, client communications, project management, task tracking, follow-ups, and reporting within a single dashboard. AI-powered features can include lead qualification, automated responses, appointment scheduling, workflow automation, project updates, reminders, email generation, and analytics. The platform can also integrate with Meta Ads, websites, email providers, calendars, WhatsApp, and other third-party tools as needed. I will focus on creating a scalable, user-friendly solution with secure data management and room for future expansion as your business grows. Budget: Can be discussed further based on features and integrations required. Timeline: To be finalized after reviewing the complete scope and workflow requirements. Warm Regards, Harpreet Singh

@AwaisChaudhry

Hi, I understand you want to build your own CRM with AI automation to manage Meta and website enquiries, track leads, and help with project management in one place. I can help plan and build a clean web system using PHP/Node.js with CRM modules, enquiry capture, lead status, project tracking, reminders, and automation flows. For the AI part, I can add features like enquiry sorting, smart replies, follow-up suggestions, and task creation based on message content. I will keep the system simple to use, secure, and easy to expand later as your process grows. Do you already have Meta API access and website enquiry forms ready, or should these integrations be set up from scratch? What main CRM sections do you need first: leads, contacts, tasks, projects, invoices, pipeline, or reports? Which AI automations are most important for version one: auto replies, lead scoring, follow-up reminders, task creation, or project updates? Do you want this built as a custom web app only, or do you also need mobile-friendly views for daily use? Best regards,

@OutsourceMan

⭐⭐⭐⭐⭐ 0I'm Raman, a seasoned professional with an impressive 18-year background in web and app development. CnELIndia is a team of dedicated technocrats who craft strategic solutions like yours through an amalgamation of innovative ideas and advanced technology. From managing meta and web inquiries to streamlining project management, we have the expertise to build the Custom CRM and AI Automation System you require. Our proficiencies in PHP, WordPress, WooCommerce, Data Scraping, and particularly React Native enable us to create dynamic and efficient solutions tailored towards your unique requirements. Moreover, we understand the criticality of budgets and timelines so rest assured that we'll deliver exceptional work while maintaining adherence to these vital aspects. Choosing us means choosing reliability, a proven track record of success with more than 743 satisfied clients, and a commitment to go the extra mile in ensuring your project's success. Let's collaborate to revolutionize your business processes with our technological innovations. I'm excited about this opportunity and look forward to discussing it in more detail with you.

@a4logic

Hello, With a decade of experience under our belt, my team at Our Software has become adept at creating tailored CRM and AI Automation solutions to address unique business challenges. We are especially excited about your project as it aligns perfectly with our expertise and enthusiasm. Our proficiency in PHP combined with our creative web design skills empowers us to bring your CRM dreams into reality-is. Not only can we provide you with a fully functional CRM, but we also have the capacity to integrate AI automation features that will efficiently manage your meta and web enquiries and support project management. At Our Software, we pride ourselves on delivering an exceptional customer experience. As such, your satisfaction is always our highest priority. Embark on this journey with us today and let's create a bespoke CRM solution that will propel your business to new heights Thanks!

@n2rtechnologies

Hi, I've built custom CRM systems with AI automation before. You mentioned managing Meta and web enquiries — we can definitely handle that intake, routing, and follow-up automation in one system. We'd use Node.js for the backend, PHP where needed, and integrate AI to qualify and sort those leads automatically. I have delivered 1500+ web and mobile projects over 14+ years — happy to share relevant examples. Let's hop on a quick call to map out your exact workflow. Thanks, Hasan

@diektech

Hi — Elias here from Miami. I understand you're looking to build a custom CRM and AI automation system to manage inquiries from both meta and web sources. This is a key step toward streamlining your operations and enhancing customer interactions. The real technical challenge often lies in ensuring seamless integrations between the CRM and various data sources. A common issue in systems like this is managing user roles and permissions effectively, especially as your user base grows. It looks straightforward initially, but maintaining data integrity and reliability can become complex as features expand. My approach would involve structuring the system with a focus on modularity and future-proofing. By implementing a robust API for integration, we can ensure that new features can be added without disrupting existing workflows. I emphasize maintainability, making it easier to adapt as your needs evolve. I've worked on similar systems that required intricate automation and data handling, ensuring scalability and a smooth user experience. A few questions to better understand the scope: Q1 – What specific user roles do you envision for the CRM? Q2 – Are there particular integrations you have in mind for the AI components? Q3 – How do you plan to handle data security and user permissions? Happy to go through the details and suggest the best technical approach. Looking forward to hearing from you.

@raphaelokekeze

Building a custom CRM paired with AI automation requires a solid architecture that bridges PHP back-end logic with seamless data flow. I can structure this system to ensure your customer interactions are tracked accurately while the AI components automate your repetitive tasks effectively. My 15 years of experience include building custom platforms and working extensively with PHP, JavaScript, and various API integrations. I frequently develop solutions that go beyond standard templates, focusing on clean code and reliable automation to streamline business processes. My bid is $434.54 with delivery in 1 days. Send me a message so we can discuss the specific workflows you need to automate.

@SBITServices

Hi, I will develop a customized CRM system integrated with AI automation to efficiently manage meta and web inquiries, streamline project management, and enhance overall productivity. Let's discuss further to understand your specific requirements and deliver a tailored solution. Start the chat to delve into the details. Regards, Sai Bhaskar

@corpmember29

Hi There !! After reading your request, I found it to be rather intriguing. I can provide timely, high-quality assistance for your project as a senior full stack engineer. Let's talk further when we speak over the phone or chat. Awaiting for your positive response. Thanks christina

@ZohaibRoy

⭐⭐⭐⭐⭐ Build Your CRM and AI Automation System for Projects and Inquiries ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and I see you're looking to build a CRM and AI automation system. You don’t need to look any further; Zohaib is here to help you! My team has successfully completed 50+ similar projects for CRM and automation systems. I will design a user-friendly system that efficiently manages your web inquiries and project tasks, ensuring everything is organized and accessible. ➡️ Why Me? I can easily create your CRM and AI automation system as I have 5 years of experience in software development, specializing in CRM solutions, automation, and database management. My expertise includes programming, system integration, and user interface design. Additionally, I have a strong grip on relevant technologies like AI algorithms and cloud services, ensuring a robust solution for your needs. ➡️ Let's have a quick chat to discuss your project in detail, and I can show you samples of my previous work. Looking forward to discussing this with you in chat! ➡️ Skills & Experience: ✅ CRM Development ✅ AI Automation ✅ Database Management ✅ API Integration ✅ Software Development ✅ User Interface Design ✅ Project Management ✅ Web Development ✅ Data Analysis ✅ System Integration ✅ Cloud Services ✅ Troubleshooting Waiting for your response! Best Regards, Zohaib

@C0RETECHIES

Hi there, I see you're looking to build a unified system where new enquiries from your website and Meta are automatically captured, creating a contact and a deal in a central CRM. From there, an AI layer would likely handle initial qualification or routing. Once a lead becomes a client, the system would then allow you to spin up and manage their project, linking everything from the first contact to final delivery. Technical approach: We can build this efficiently using a React.js frontend for the dashboard, with a lightweight Node.js backend or Supabase for data persistence. For the automation core, we'll leverage n8n to create robust workflows that handle the integrations with the Meta API and your website's webhooks, and orchestrate calls to OpenAI for any AI-driven logic. Core modules: - Lead Ingestion: Automatically captures and parses leads from webhooks (website) and the Meta Graph API (social), creating standardized records. - AI-Powered Pipeline: An intelligent pipeline that can auto-qualify leads, tag them based on enquiry content, and trigger initial automated responses. - Unified Project Board: A simple Kanban-style board to create and track projects linked to client records, managing tasks from start to finish. Relevant systems: AI-Driven Sales Call Automation System (Internal n8n project) TripWireCreative GHL (GoHighLevel CRM automation with n8n) Our implementation strategy is to start with a focused MVP: first, we'll build the lead capture from one source (e.g., your website) and the core CRM pipeline. We'll then integrate the AI components and the project management module in subsequent phases to ensure we deliver value quickly and within budget. I have a few questions to clarify the scope: 1. What is the most critical first action you want the AI to perform on a new enquiry? (e.g., send an instant reply, qualify the lead, assign it to someone?) 2. How exactly are leads generated on Meta? Is it via Lead Ads forms, Messenger, or another method? 3. For project management, would a simple task list with statuses (To Do, In Progress, Done) per project be sufficient for the first version? Regards, Rohit

@appmechanic

Hello, I hope you're having a great day. I have hands-on experience building CRM systems and automation pipelines using PHP backends and Node.js workers, having delivered multiple projects that connect web leads and Meta enquiries. Recently I built a CRM that accepted Facebook lead webhooks, normalised JSON and CSV lead payloads, de-duplicated with Elasticsearch, and pushed tasks to a BullMQ queue for async processing — that project needed schema mapping and reliable webhook retry logic. I'd usually start by sketching the data model and API contract, then build a Laravel (PHP) API for core CRM features and a Node.js worker layer for automations, using OpenAI for intent parsing and Redis/Bull for job orchestration. If you have ten minutes, I'd like to compare notes on which Meta endpoints and web enquiry formats you'll use, and confirm the priority between lead routing, project management boards, and AI automation rules. I have some questions regarding the project: 1) Do your Meta enquiries come via lead ads webhooks or the Graph API exports? 2) What fields appear in the web enquiries (CSV/JSON example helps)? 3) Should AI automations act on raw text (summaries, intents) or on structured lead data? Thank you, Paramjot Singh

@vladang

I’m guessing the challenge isn’t just capturing Meta and website enquiries, but making sure they actually flow into a system that helps you manage jobs, follow-ups, and project delivery without jumping between multiple tools. My first step would be mapping how enquiries arrive today, then building a central CRM layer that stores leads, tracks project stages, and triggers AI-driven actions based on status changes. From there, I’d connect Meta and web forms, automate lead assignment, reminders, and responses, and make sure duplicate enquiries or incomplete submissions are handled cleanly instead of creating noise. For a similar project, I built custom business workflows using PHP, Node.js, and automation services where incoming leads were processed automatically and pushed through a tailored project pipeline rather than a generic CRM. One thing I’d add early is a communication timeline so every enquiry, note, AI action, and project update stays attached to the same record. Do you already have a preferred workflow for managing projects, or are you looking to design that from scratch as well?

@taimoorkhan311

Hello, With 4 years of experience in Website Design, Node.js, PHP, and Automation, I specialize in creating custom CRM and AI automation systems. I have a strong background in Software Architecture, which will ensure a robust and efficient solution for your project requirements. I have carefully reviewed your need for a custom CRM and AI automation system to manage meta and web inquiries, as well as project management tasks. With my expertise in PHP, Website Design, Project Management, Software Architecture, CRM, Node.js, Automation, and AI Development, I am confident in delivering a high-quality solution tailored to your needs. I would love to discuss your project further and explore how we can work together to bring your vision to life. Please feel free to connect with me for a detailed conversation. Best regards, Taimoor from Pixels Soft

@mahig47

Hello! As per your project post, you’re looking to build a custom CRM combined with AI driven automation that centralizes Meta and website enquiries while also helping you manage projects in a structured and efficient way. The goal is to create a unified system where all incoming leads, conversations, and tasks are automatically organized, prioritized, and converted into actionable workflows. My focus will be on delivering a complete CRM and automation platform, featuring: lead capture from Meta ads and web forms, centralized inbox for enquiries, AI powered lead categorization and response suggestions, project and task management modules, pipeline tracking, automated follow ups, notification system, reporting dashboards, user and role management, and integrations with third party tools like email, WhatsApp, and ad platforms. I specialize in building CRM systems, workflow automation platforms, and AI integrated business tools with strong focus on scalability, clean architecture, and real world usability. My experience includes lead management systems, SaaS dashboards, API integrations, and AI driven productivity solutions. Let’s connect to review your current tools, lead sources, and workflow structure so we can define the best architecture and phased development plan. Best regards, Nikita Gupta.

@Hubready

Hello!, I am a US-based senior software engineer with extensive experience in PHP, Node.js, and AI development. I've carefully read your project description regarding the custom CRM and AI automation system, and I’m excited about the opportunity to help streamline your meta and web inquiries. With 15 years of experience, I specialize in creating scalable solutions, and I see the potential to enhance your operations significantly. I’ve built robust systems for managing inquiries and automating workflows, which aligns perfectly with your project goals. Could you please clarify the following questions to help me better understand the project? 1. What specific features do you envision for the CRM system? 2. Are there any existing systems or platforms you wish to integrate with your new CRM? 3. What is your timeline for the project completion? I believe in clear communication and structured milestones, ensuring that we stay aligned throughout the development process. My approach emphasizes both engineering and business value, ensuring the final product is practical and maintainable. Let’s chat more to explore how I can help you make this vision a reality. Best, James Zappi

@technologiesit

As a seasoned Full Stack Developer and Digital Solutions Expert with over a decade of experience, I have successfully delivered numerous projects similar to your needs. My proficiency in AI Development and CRM systems coupled with my sound grasp over Node.js, PHP, and Project Management has proven highly effective in creating efficient and bespoke solutions like the one you're seeking. With my help, you can expect a well-structured CRM system perfectly curated to streamline your meta and web enquires, while also providing advanced project management capabilities. Moreover, as an added advantage, I can integrate AI automation within the system to alleviate manual effort and enhance productivity exponentially. What sets me apart from the competition is not just my technical expertise but also my commitment to client satisfaction. With a track record of over 100 successful projects and delivering fast but impeccable results, I offer a blend of quality and efficiency that is truly rare to find. Choosing me means embracing scalability, security, and long-term support for your project - Let’s join forces now to bring your vision into reality!

@codefusion53

Hi, Your project is exactly the type of system I enjoy building. Rather than forcing your workflow into an off-the-shelf CRM, I can help create a custom CRM and AI automation platform tailored to how your business handles leads, projects, and client communication. I have experience developing custom web applications using PHP, Node.js, APIs, databases, and AI-powered workflows. The system can centralize Meta and website enquiries, automatically qualify and route leads, manage follow-ups, track project progress, generate reminders, and provide a single dashboard for your team. The AI layer can automate repetitive tasks such as lead categorization, response suggestions, appointment scheduling, status updates, and project summaries, helping reduce manual work while improving response times. I would first map your current process, identify automation opportunities, and then build a scalable architecture that can grow with your business. My focus is creating a practical system that saves time and improves visibility across sales and project management. Best, Justin

@vishal1145

Your CRM will fail at scale if you don't architect the AI automation layer to handle concurrent webhook processing from Meta's API - their rate limits will cause enquiry drops during peak hours without proper queue management. Quick question - are you expecting under 1K leads per month or planning for 10K+? And does Meta's current API tier support bulk message retrieval, or will we need webhook buffering? Here's the architectural approach: - PHP + NODE.JS: Build the CRM core in PHP for database operations while using Node.js workers to handle real-time Meta webhook processing without blocking the main application. - AI AUTOMATION: Implement GPT-4 API with custom prompts to auto-categorize enquiries, extract lead intent, and trigger project workflows - reducing manual triage by 70%. - META API INTEGRATION: Set up webhook verification, message threading, and retry logic to ensure zero enquiry loss even during API downtime. - PROJECT MANAGEMENT: Design a Kanban-style pipeline with automated status updates triggered by AI analysis of client responses and deadline proximity. - DATABASE ARCHITECTURE: Structure PostgreSQL or MySQL with proper indexing for lead history, conversation threads, and project timelines to support sub-second search at 50K+ records. I've built 4 custom CRMs for agencies managing 5K-20K monthly leads with AI-powered routing. Let's schedule a 20-minute call to map your exact workflow before I draft the technical spec - I don't start builds without understanding failure scenarios.