Custom CRM & Workflow Automation Build

@Adilali5310

As a Zoho One Expert and Business Automation Specialist with over 5 years of experience, I have built a solid reputation for developing intelligent CRMs and efficient workflow automation systems. Your project is right up my alley because I specialize in translating unique business workflows into custom, scalable CRMs. My background in Zoho CRM, Creator, Desk, and Books makes me well-equipped to map out your existing workflow and identify the right tech stack or no-code/low-code tools to meet your needs. I will ensure that the architecture of your CRM is future-proof and easy to maintain for lasting results. Additionally, I can provide you with a comprehensive solution by integrating third-party tools such as WhatsApp, email, payment gateways, support portals and any others relevant to your operations to reduce manual data entry. Plus, my proficiency in Zapier and AI-powered automation systems comes into play for efficient task management, follow-ups, reminders and generating real-time dashboards and performance reports. Choosing me means choosing not only development but a completely reliable business automation system built with you in mind. Contact me now and let's discuss how we can leverage technology to make your workflow more seamless.

@nitinkumar2050

# Zoho CRM & Automation Proposal Hi, I’m a Zoho CRM & Automation Specialist with 8+ years of experience. I can build a scalable CRM for your 51–100 users, tailored to your actual workflow. I can handle: * Lead → Customer → Post-sale management * Automated tasks, reminders & follow-ups * WhatsApp automation & notifications * Email, payment & support integrations * Real-time dashboards & reports * User roles and scalable architecture * Testing, deployment, training & documentation I’ll first map your workflow, recommend the right Zoho/low-code architecture, and then build the solution within your 15–30 day timeline. I’m comfortable working within your ₹12K–₹18K budget and can share relevant CRM/automation examples. Let’s discuss your current workflow and I’ll suggest the best approach. Best regards, Nitin Zoho CRM & Automation Specialist

@MuhammadAkif8

Hi, I can build a scalable CRM that matches your actual workflow and automates the repetitive work for your team. I’ll map your current process first, then build lead/customer management, task tracking, automated follow-ups, WhatsApp workflows, third-party integrations, and real-time dashboards in a simple interface for non-technical users. I’ll focus on a maintainable architecture that can support 51–100 users and grow with your business. I can complete the build, testing, and deployment within your 15 day timeline, with basic training and documentation included. I’d be happy to share relevant CRM and automation work and discuss the workflow in detail. Best regards, Akif K.

@shayankhan333

Hello, I will build your custom CRM with lead-to-service tracking, task automation, WhatsApp integration, and real-time dashboards, scalable for 51-100 users. I can start today. For WhatsApp, I will use the official Cloud API so reminders and outreach trigger automatically from CRM events. You can see my past work and reviews here: https://www.freelancer.com/u/shayankhan333 Questions: 1) Laravel custom build or a no-code base like NocoDB? 2) Which email and payment tools should we connect first? Looking forward to discussing further. Regards, Shayan.

@tonybhsl

Hi, We have 17+ years of experience in CRM, full-stack development, workflow automation, API integrations and business management systems, and can build a practical CRM tailored around your actual workflow. We can deliver: Lead & customer management Sales pipeline and follow-ups Task/project management Automated reminders and notifications WhatsApp API integration for alerts and outreach Email and third-party integrations Real-time dashboards and reports Role-based access for 51–100 users Responsive/PWA interface Secure, scalable database architecture Deployment, training and documentation We’ll first map your existing workflow and recommend the most cost-effective architecture rather than forcing unnecessary features into the system. Timeline: 15–30 days Budget: ₹12,000–₹18,000 can be evaluated for a focused MVP; advanced WhatsApp/API services and third-party subscriptions would be separate. With our 17+ years of experience, we can also structure the system so additional automation and modules can be added later without rebuilding the core. Best regards, bivanshi

@prachia77

Hi, I can build this CRM around your actual workflow, with simplicity for non-technical users and scalability for 51–100 active users as the priorities. Rather than adding unnecessary modules, I’ll first map your lead-to-customer process and identify where automation can remove repetitive work. For this budget and timeline, I’d recommend a MERN-based CRM/PWA: React for a fast, responsive interface, Node.js/Express for the API layer, and MongoDB for flexible CRM data. WhatsApp Business API, email and other services can be connected through a centralized automation layer. The system can include: • Lead/customer pipeline and complete activity history • Tasks, projects, reminders and automated follow-ups • WhatsApp-triggered notifications and workflows • Role-based access for your team • Real-time dashboards and reports • API integrations for future platforms • Scalable architecture and secure authentication • Training, documentation and deployment Approach: workflow mapping → architecture → CRM modules → WhatsApp automation → dashboards → testing → deployment → team handover. I’d be happy to discuss your vision and suggest ideas to make Fabulous Garments stand out online. Looking forward to working with you! Best Regards, Prachi Webix Infotech

@WTPL09

Hi, I can help you design and implement a tailor-made CRM and workflow automation system that aligns with your actual business processes and supports 51–100 active users. My approach will begin with understanding and mapping your current workflow, identifying manual bottlenecks, and recommending the right solution—whether a custom-built CRM or a low-code platform such as Zoho CRM/Zoho One, depending on your functional requirements, scalability needs, timeline, and budget. Proposed Scope Lead and customer management from enquiry to post-sale service Task and project tracking Automated follow-ups, reminders, and notifications WhatsApp integration and automation Email, payment, support, and third-party platform integrations Real-time dashboards and performance reports Role-based access and scalable system architecture Basic team training and documentation I have experience in CRM implementation, Zoho solutions, workflow automation, API integrations, WhatsApp automation, AI automation, and custom business applications. Timeline: 15–30 days Budget: Your budget range can be considered after reviewing the detailed workflow and final scope. I can also share relevant CRM and automation project examples during our discussion. I would be happy to understand your workflow and propose the most practical, scalable solution.

@Kredbird

Hello, I have strong experience building custom CRM and workflow automation systems using MERN stack, PWA, WhatsApp integrations, REST APIs, and third-party services. I can map your current workflow first, then design a scalable CRM covering leads/customers, tasks, projects, automated follow-ups, WhatsApp notifications, integrations, and real-time dashboards for 51–100 active users. I can build and deploy the system with a clean, intuitive interface for non-technical staff, while keeping the architecture flexible for future expansion. I will also provide testing, basic team training, and clear documentation so your team can start using the CRM smoothly. So I am sure I can complete this project perfectly as you want. Please send me a message so that we can discuss more. Thanks, Kyle.

@sanddep5

With over a decade's worth of experience in software development, I have become well-versed in creating tailor-made solutions that align with the unique needs of businesses. Your project's emphasis on mirroring your workflow, scalability, and flexibility resonates with my philosophy when approaching complex projects. My expertise in Java, Spring Boot, .NET Core, and Python positions me to build the CRM and workflow automation system your organization requires. I am particularly excited about your request for deep WhatsApp integration. I have leveraged REST APIs in previous projects to seamlessly connect systems and automate customer interactions through diverse channels. This includes building task and project tracking systems with automated follow-ups, which I believe is crucial for smooth post-sale customer service management. The clear, real-time dashboards and reports you desire are also well within my capability. Regarding your budget and timeline objectives, I am confident we can work together to find an agreement that ensures a quality product delivered efficiently - no corners cut. In the past, I have managed successful software implementations under demanding timelines while still maintaining high levels of performance, security, and maintainability.

@rsinfotechindia

Hi there, I can design and build a custom, scalable CRM and workflow automation system tailored to support 51–100 active users, featuring seamless lead-to-service management, task tracking, real-time dashboards, and deep WhatsApp integration for automated updates and alerts. Working with full-stack frameworks or scalable low-code tools (such as Node.js, React, or custom automation pipelines), I will map your operational workflow, set up automated reminders and platform integrations to eliminate manual entry, and complete deployment within your 15–30 day timeline alongside user documentation for your team—would you like to schedule a quick call to map out your current workflow and select the ideal tech stack for this build? Best regards, Mohinder

@itechnosolinc

Hi, I can help you with CUSTOM CRM WORKFLOW AUTOMATION FOR YOU. Although our Freelancer.com profile is new, our team brings extensive experience in CUSTOM CRM AUTOMATION, with projects delivered for clients across different industries and markets. What you can expect: • Clear understanding of your requirements • Professional, quality-focused execution • Fast communication & reliable turnaround • A solution focused on your actual business goal — not just completing the task I’d be happy to discuss your project and share relevant work/examples. Let’s build something that works — not just something that looks finished. Regards, Nirmal iTechnosol INC.

@Anika1802

Hi, this is a strong fit for a custom CRM and workflow automation system. I understand you need a practical solution built around your existing workflow, with lead management, task tracking, automated follow-ups, WhatsApp integration, dashboards, and room for future expansion. I can first map your current process and recommend the most suitable stack or low-code approach, avoiding unnecessary custom development. The CRM can be structured for 51–100 users with role-based access, automation, integrations, real-time reporting, and an easy-to-use interface for your team. I can handle the complete process from workflow analysis and architecture to development, testing, deployment, training, and documentation. I’ll work with clear milestones and target the 15–30 day timeline. I can also share relevant CRM and automation projects and discuss the final scope, integrations, timeline, and budget.

@diegovisiso

Hi — Diego Vinicius here from Brazil. I appreciate you wanting a CRM that mirrors how your team actually works rather than forcing you into a generic tool — for 51-100 active users, that fit matters more than a long feature list. What usually matters most here is intuitive adoption: if non-technical staff find it clunky, even the best automation goes unused. The tricky part is often WhatsApp integration at scale — keeping automated alerts and outreach reliable without hitting rate limits or feeling spammy. My approach would start with mapping your current workflow before writing code, then build on MERN stack for a scalable, maintainable foundation — lead-to-service pipeline, task automation with reminders/notifications, WhatsApp Business API integration, and real-time dashboards. I'd deploy within your 15–30 day window and include documentation plus basic training so your team can self-serve from day one. A few questions to scope this well: Q1 – Do you have a current CRM or spreadsheet system I should reference for workflow mapping? Q2 – Which other platforms (email, payment, support) are highest priority to connect first? Q3 – Is WhatsApp Business API already set up, or does that need to be arranged too? Happy to discuss further. Looking forward to hearing from you.

@aakaashberi

Hello - one thing first, because it decides whether this works at all. "Deep WhatsApp integration" for automated outreach means the WhatsApp Business Cloud API: Meta business verification, message templates pre-approved by Meta for anything sent outside the 24-hour service window, and per-conversation pricing. Automated sending from an ordinary WhatsApp Business app number gets the number banned. I have built and run this stack, so it gets set up correctly on day one instead of surfacing in week three. Second honest point: at 18,000 for 51-100 users, a CRM coded from scratch is not real. What is real, and better for you, is a proven self-hosted CRM core with the automation layer built on top. No per-seat licence, you own the data, it scales. In 25 days: - Workflow mapping, then architecture in writing before any code - Lead to customer to post-sale pipeline using your actual stages - Automated follow-ups, reminders, notifications - WhatsApp templates and triggers, properly registered - Real-time dashboards - Training session and written documentation Portfolio: platform rules stop me posting outside links here - ask in chat and I will send screenshots. Which number will this run on, and is it already on the Business API? That answer changes the timeline more than anything else in the brief. - Aakaash

@EthanKCK

Ethan here, from South Africa. Your project immediately caught my eye. I'm really excited to partner with you. Building a custom CRM that mirrors your workflow while supporting 51-100 active users is a fantastic challenge. In a similar project, I developed a CRM that enhanced lead management and reduced manual data entry, resulting in a more streamlined process. To approach your project, I would first map your current workflow to identify key areas for automation, especially with WhatsApp integration for real-time updates. I will recommend a tech stack that fits your needs and ensure the system is user-friendly for your non-technical staff. I am committed to delivering a high-quality product within the 15-30 day timeframe you specified. My focus will be on creating a future-proof solution, along with providing training and documentation to empower your team. Please feel free to reach out so we can connect and further explore how I can contribute to your project's ABOVE THE REST SUCCESS. Kind regards, Ethan

@danielboggs

Hi, This fits me perfectly, and I'll get it done! Your project immediately caught my attention — this is exactly the kind of work I enjoy and excel at. I've built up solid experience in this area and I'm genuinely excited about the opportunity to contribute. I'd invite you to browse my profile and past work to get a sense of what I bring to the table. I'm available to start promptly and happy to jump on a quick call to align on your expectations. Let's make this happen!

@mahads31

As an experienced digital product developer, I specialize in creating tailored solutions for businesses' unique needs. My proficiency in CRM systems and workflow automation will enable me to build a solution that seamlessly aligns with your existing processes while facilitating efficient growth. Whether it's integrating with WhatsApp or other platforms, or generating real-time performance dashboards, I ensure every component feels intuitive for non-technical staff, making operations smooth and eliminating manual labor. One of my key strengths is my ability to understand the core requirements of my clients by mapping their current workflow and recommending the ideal technology stack. This approach maximizes the impact and longevity of the solutions while ensuring easy maintenance going forward. Additionally, I provide comprehensive documentation and training to make sure your team can hit the ground running with the new system. Lastly, my commitment to reliable delivery, long-term client relationships, and a focus on solving real-world problems perfectly aligns with your project requirements. If you need a partner who is not just skilled but invested in your business' success, look no further. My portfolio includes successful CRM and automation projects that showcase my expertise in delivering exactly what is needed. Let's connect, so we can discuss your project expectations in greater detail.

@queenjohnson

Hi, I’d love to build this system for you. Rather than forcing your operations into a generic CRM, I’ll first map your current workflow and then design the system around how your team actually works. My approach would be to build a scalable low-code/no-code CRM with an automation layer using tools such as n8n, Make, or the most suitable platform for your requirements. I can help implement: * Lead-to-customer pipeline management and post-sale workflows * Automated task assignment, follow-ups, reminders, and notifications * WhatsApp Business integration for automated updates and outreach * Integrations with email, payments, support tools, calendars, and other platforms * Real-time dashboards for leads, sales, tasks, and team performance * A clean interface that non-technical staff can use easily * Testing, deployment, documentation, and a Loom training walkthrough I’ll also structure the architecture with future growth in mind, so adding users, workflows, integrations, and new processes later doesn’t require rebuilding the entire system. I have hands-on experience building workflow automations with n8n, Make, Zapier, Google Workspace, APIs, and AI integrations, including lead qualification, customer support, recruitment, and event-registration automation. I’d be happy to start with the workflow-mapping stage and turn your existing processes into a practical CRM automation system within the 15–30 day timeframe.

@GZLTeknogie

I can deliver this in 5 days. WORK I HAVE ALREADY DELIVERED AND STILL OPERATE: - An AI-assisted CRM that scores inbound leads, drafts replies and keeps follow-ups on schedule — I run it on my own business daily - A multi-tenant marketing automation platform with AI content generation and automated performance reporting - An AI product-catalog generator turning raw supplier data into structured listings I work from my own production component library, reused across 15+ live systems. When your brief arrives I am building, not starting from zero — that is why my timeline is days, not weeks. PLAN D1: workflow mapping and written automation blueprint D2-3: first automation live end to end with real data D4: remaining flows, error handling and retry logic D5: dashboard/alerting, documentation and handover YOU RECEIVE: working automations, monitoring, documentation, full ownership of the code. My bid is 19357 INR, all-in — no hidden extras. I keep you updated daily with a live link so you see progress instead of waiting for a reveal. Which routine task eats the most hours in your week right now? I would automate that one first.