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I’m building a CRM from the ground up with one clear objective: streamline my sales process. Off-the-shelf tools like Servicetitan carry more baggage than I need, so a custom solution is the only route that makes sense. Core scope The system must excel at lead management and pipeline management. Every incoming lead should be captured, enriched, and assigned automatically, while a visual pipeline (drag-and-drop Kanban style) keeps deals moving through defined stages. I also want quick views of conversion rates, deal values, and stalled opportunities—nothing bloated, just the insights that keep revenue flowing. Key expectations • Modern, responsive web app architecture (language and framework are your call typescript , Node.js, React, etc.—as long as it’s clean, secure, and documented). • Scalable database schema designed specifically for sales objects: leads, contacts, accounts, deals, activities, stages. • Role-based access with granular permissions for admins, managers, and reps. • API endpoints or webhooks so external forms, landing pages, or third-party tools can push leads straight into the system. • Search, filter, and bulk-update functions that remain fast even with large datasets. • Lightweight reporting dashboard: pipeline value, win rate, average deal cycle, and basic export to CSV. Deliverables 1. Source code in a Git repository with clear commit history. 2. Deployment script or Docker file so I can spin the app up on a fresh server. 3. Minimal setup guide and a short user manual for day-to-day tasks (adding leads, advancing stages, generating reports). Acceptance criteria – Lead created via API appears instantly in the first pipeline stage. – A deal can be dragged to a new stage and the change is stored without page reload. – Report snapshots refresh in under two seconds on a dataset of 10,000 deals. – Code passes basic security scan (OWASP Top 10). If you’ve shipped similar CRM or sales automation tools before, I’d love to see a demo site or code sample alongside your approach to meeting the goals above.
Proje No: 40060108
145 teklifler
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145 freelancer bu proje için ortalama $520 USD teklif veriyor

Hello, I have 8+ years of experience working as a full-stack web developer, where I have successfully developed and deployed various websites and web applications using the mentioned technologies. My expertise lies in designing and implementing scalable and efficient solutions, while ensuring a seamless user experience. Additionally, I have a solid understanding from front-end technologies such as HTML, CSS, and JavaScript, react, Vue, Angularjs, Nextjs, to back-end technologies with PHP, Nodejs, Django which enables me to create visually appealing, responsive interfaces with full functions. I have proficiency in MERN stack, Laravel, Python Django, and PHP and strong understanding of front-end technologies such as HTML, CSS, and JavaScript and various js framework with react, vue, angular. I have experience in developing and deploying web applications using best practice and have ability to collaborate effectively with cross-functional teams and deliver projects within deadlines. I am working with team members with strong problem-solving skills and adaptability to changing project requirements. Thank you for your time and consideration. Regards, Rekha Thakur
$500 USD 7 gün içinde
6,9
6,9

Hello, I understand your need for a streamlined, custom CRM focused on lead and pipeline management without the bulk of off-the-shelf software. I can build a modern, scalable web app using technologies like TypeScript, Node.js, and React that meets your exact requirements, including lead capture, automated assignments, drag-and-drop pipeline management, and fast reporting. The system will support role-based access controls and be designed for optimal performance even with large datasets. I'll also provide clean, documented source code with deployment scripts and user documentation. Thanks, Teo
$500 USD 3 gün içinde
6,6
6,6

Hi I can build a focused, custom CRM designed specifically around lead capture and pipeline velocity without the bloat of tools like ServiceTitan. The core technical challenge is keeping pipeline interactions fast and intuitive while maintaining data integrity and real-time insights, and I solve this with a TypeScript-based Node.js backend and a React frontend using efficient state management. I’ve built sales systems with drag-and-drop Kanban pipelines, role-based permissions, and API-driven lead ingestion from external forms. The data model will be purpose-built for leads, deals, stages, and activities so reporting stays fast even at scale. Pipeline moves will persist instantly without page reloads, and dashboards will compute key metrics with optimized queries and caching. The system will be secure, documented, and containerized for easy deployment. The result is a lean CRM that directly supports revenue flow and scales with your sales team. Thanks, Hercules
$500 USD 7 gün içinde
6,7
6,7

As an experienced and versatile full-stack developer with a passion for constructing efficient systems, I am confident that I am the right candidate to build your custom Sales Automation CRM. Spanning the bridge between frontend and backend development, my extensive understanding of modern web app architectures - including languages like Typescript, Node.js & React - and scalable database schema design ensures I'm well equipped to create exactly what you need for enhanced lead and pipeline management. Having already built similar CRM and sales automation tools, I know the intricacies involved to organize, capture and enrich leads and contacts effectively. Furthermore, my expertise in Role-based access control can guarantee that user permissions will be granularly defined and managed throughout your system hierarchy. Your project demands efficient handling of large datasets without compromising on speed or functionality; lucky for you, rapid data manipulation & retrieval is my forté. Whether it's setting up API endpoints or ensuring fast bulk-updates or complex search queries, rest assured that my solutions will always strike a balance between speed & reliability. My ultimate purpose is giving you an intuitive solution to analyze critical sales metrics via a lightweight but powerful reporting dashboard; aiding your sales team to spot stalled deals & maximize revenue potential effortlessly
$770 USD 15 gün içinde
6,5
6,5

Hi Juan, For the Custom Sales Automation CRM Build project, I propose building a modern, responsive web app with a scalable database schema tailored for sales objects. The system will feature role-based access, API endpoints for lead integration, and a lightweight reporting dashboard. Deliverables will include source code, deployment script, setup guide, and user manual. Let's discuss further. Regards, Sai Bhaskar
$370 USD 7 gün içinde
6,0
6,0

Hello, I can build your custom CRM from the ground up exactly as you described, with a clean, modern web app using Node.js, TypeScript, and React. I’ll implement a fully scalable database tailored to leads, contacts, deals, and activities, complete with a drag-and-drop Kanban pipeline, role-based permissions, fast search/filter, and lightweight reporting dashboards. APIs and webhooks will ensure seamless lead capture from external sources, while all code will be secure, documented, and ready for deployment via Docker. I can also provide a clear user guide so your team can manage leads and reports effortlessly. Looking forward for your positive response in the chatbox. Best Regards, Arbaz B
$500 USD 7 gün içinde
6,2
6,2

Hi, A custom CRM focused purely on sales flow is exactly the right call here, and your scope is well defined. I have built lean internal CRMs and sales dashboards where lead capture, assignment, and pipeline movement are the core product, not side features. I would deliver a modern TypeScript stack using React for a drag and drop Kanban pipeline, Node.js with a clean REST API, and a scalable schema designed around leads, deals, stages, and activities. Role based access, fast search and bulk actions, webhook ingestion, and sub two second reporting on large datasets would be part of the core build, not add ons. All code would be documented, secured against OWASP risks, and delivered via Git with Docker based deployment. Approach Schema and API design first, pipeline and lead flow second, reporting and permissions third, then performance and security hardening. Timeline MVP in 4 to 6 weeks depending on final scope. To move forward, I would need confirmation of pipeline stages, roles, and any external lead sources you plan to connect. Regards
$500 USD 7 gün içinde
6,4
6,4

Hi there, I'm thrilled about the opportunity to build a custom CRM that perfectly aligns with your streamlined sales process. With expertise in web app architecture, React.js, Typescript, and API development, I'm well-positioned to create a robust solution tailored to your needs. The system will excel in lead and pipeline management, offering a clean, scalable database schema, role-based access control, and seamless integrations with external tools. I will ensure quick lead capture, automated assignment, and insightful reporting to keep your revenue flowing smoothly. Let's discuss further details to kickstart this project.
$400 USD 7 gün içinde
5,7
5,7

Dear [Client], With over 57 successful projects completed and positive reviews, I am confident in my ability to deliver a custom CRM solution that will streamline your sales process. My strengths in web development, issue fixing, performance enhancements, custom features, automation, and API integrations make me the ideal candidate for this project. To approach this project, I will: 1. Develop a modern, responsive web app architecture using typescript, Node.js, or React for clean, secure, and documented code. 2. Design a scalable database schema tailored for sales objects and implement role-based access with granular permissions. 3. Create API endpoints and webhooks for seamless integration with external tools. Let's discuss how I can help you achieve your CRM goals. Looking forward to collaborating with you. Best regards, Naveen Kumar
$300 USD 5 gün içinde
5,5
5,5

Hello Dear! I write to introduce myself. I'm Engineer Toriqul Islam. I was born and grew up in Bangladesh. I speak and write in English like native people. I am a B.S.C. Engineer of Computer Science & Engineering. I completed my graduation from Rajshahi University of Engineering & Technology ( RUET). I love to work on Web Design & Development project. Web Design & development: I am a full-stack web developer with more than 10 years of experience. My design Approach is Always Modern and simple, which attracts people towards it. I have built websites for a wide variety of industries. I have worked with a lot of companies and built astonishing websites. All Clients have good reviews about me. Client Satisfaction is my first Priority. Technologies We Use: Custom Websites Development Using ======>Full Stack Development. 1. HTML5 2. CSS3 3. Bootstrap4 4. jQuery 5. JavaScript 6. Angular JS 7. React JS 8. Node JS 9. WordPress 10. PHP 11. Ruby on Rails 12. MYSQL 13. Laravel 14. .Net 15. CodeIgniter 16. React Native 17. SQL / MySQL 18. Mobile app development 19. Python 20. MongoDB What you'll get? • Fully Responsive Website on All Devices • Reusable Components • Quick response • Clean, tested and documented code • Completely met deadlines and requirements • Clear communication You are cordially welcome to discuss your project. Thank You! Best Regards, Toriqul Islam
$250 USD 5 gün içinde
5,4
5,4

⚠️You are not looking for a coder. You are looking for someone who can build this properly. That is exactly why your project stood out.⚠️ Your initiative to develop a CRM focused on streamlined lead and pipeline management with a modern, scalable web app underscores a commitment to operational clarity and efficiency, not quick fixes—a mindset we fully embrace at DigitaSyndicate. At DigitaSyndicate, a UK-based digital systems agency, we build precision-engineered automation, modern web platforms, and AI-driven systems designed for performance and long-term scalability. Our expertise in crafting secure, scalable solutions with clean architectures aligns seamlessly with your requirements for role-based access, real-time updates, and lightweight dashboards capable of handling large datasets effortlessly. We recently delivered a bespoke sales automation platform incorporating real-time Kanban interactions and API-driven lead capture with sub-two-second report refreshes. Can you share your main priorities and timeline so I can map out the right execution plan for you? Casper M. Project Lead | DigitaSyndicate Precision-Built Digital Systems.
$550 USD 14 gün içinde
5,2
5,2

Hello! I reviewed your project requirements for building a Custom Sales Automation CRM, which involves API Development and JavaScript skills. I can handle this smoothly by leveraging my expertise in Node.js and integrating various APIs to ensure seamless functionality.
$250 USD 7 gün içinde
4,8
4,8

Hello there, I am Ali Zahid, a seasoned JavaScript and React.js developer with a strong background in API Development and Web Applications. I have successfully delivered similar projects in the past, as showcased in my portfolio. Your Custom Sales Automation CRM Build project aligns perfectly with my expertise. I am confident in my ability to create a modern, responsive web app architecture tailored to streamline your sales process efficiently. With a focus on lead and pipeline management, I aim to provide you with a scalable database schema, role-based access, API integration, and a user-friendly reporting dashboard. Let's discuss how we can turn your vision into a reality. I look forward to collaborating with you on this exciting project. Best regards, Ali Zahid
$250 USD 7 gün içinde
5,0
5,0

Hello Juan, I understand your goal to create a custom CRM that effectively streamlines your sales process without the unnecessary baggage of existing solutions. With over five years in developing sales automation tools, I have successfully built and deployed similar platforms that offer dynamic lead and pipeline management, providing tailored insights to enhance revenue flow. ✅My Plan: - Assess your specific requirements through initial discussions. - Develop a responsive web application using TypeScript, Node.js, and React. - Implement automated lead capture and enrichment processes. - Design a user-friendly visual Kanban-style pipeline. - Create a scalable database schema tailored for sales objects. - Ensure role-based access with detailed permissions. - Set up API endpoints for seamless external integrations. - Conduct testing to guarantee performance with large datasets. - Include deployment scripts and user documentation for easy setup. I can provide a demo site and code samples from previous projects that align closely with your vision. Best regards, Hongqiang Chen
$355 USD 3 gün içinde
4,7
4,7

Hello, I have carefully reviewed your project requirements for the Custom Sales Automation CRM Build and I am confident in my ability to deliver a high-quality solution that meets your expectations. To achieve the objectives of streamlining your sales process, I will develop a modern, responsive web application using a clean, secure, and well-documented technology stack such as TypeScript, Node.js, and React. The system will feature a scalable database schema tailored for sales objects, role-based access control, API endpoints for seamless lead integration, and efficient search and reporting functionalities. I will provide you with the complete source code in a Git repository, a deployment script for easy setup, and comprehensive user documentation. I am experienced in developing CRM and sales automation tools and look forward to discussing further details to get started on this project. Thank you.
$250 USD 2 gün içinde
4,6
4,6

Hi there, I'm excited about your project to build a custom CRM from the ground up! Having developed multiple sales automation tools, I understand the importance of streamlining the sales process without unnecessary complexity. I can create a clean, modern web app that excels in lead and pipeline management, ensuring that every incoming lead is captured and processed seamlessly. Utilizing TypeScript, Node.js, and React, I will build a scalable database schema tailored for essential sales objects while implementing role-based access with granular permissions. The visual pipeline will be user-friendly, along with a responsive dashboard for quick insights on conversion rates and deal values. I'll ensure fast performance, even with large datasets, and provide all necessary documentation for a smooth deployment. Let’s discuss your specific requirements and timelines to ensure we cover everything efficiently.
$250 USD 4 gün içinde
4,6
4,6

Hi, I’ve carefully reviewed your project details. At Mkaits Technologies, we specialize in creating custom solutions that optimize workflows and deliver precise insights, making us the perfect partner for this project. Our expertise spans across web and mobile development, with a strong focus on scalable backend systems, real-time data handling, and secure interfaces. We excel in developing CRM systems, using technologies like ReactJS, Node.js, TypeScript, and Docker, which ensure a responsive, secure, and maintainable platform. Our team has successfully delivered similar sales automation tools, emphasizing performance, security, and user experience. Let’s have a detailed discussion to explore your specific needs further. This will help me provide a comprehensive plan, including a timeline and estimated budget. I’ll also share my portfolio in the chat for your review. Best regards, Mughiraa
$500 USD 7 gün içinde
4,4
4,4

Hello Juan, I have carefully reviewed the project description for the Custom Sales Automation CRM Build. I understand the need for a streamlined sales process and the importance of a custom solution tailored to your specific requirements. To ensure the success of the project, I propose developing a modern, responsive web application using technologies like TypeScript, Node.js, and React. The system will focus on lead and pipeline management, with a user-friendly interface for easy navigation and efficient data handling. One question I have is regarding the integration of external forms and landing pages. How would you like these to interact with the CRM system? I have experience in developing similar CRM tools and am confident in my ability to deliver a high-quality solution that meets your expectations. Best regards, Ashra
$500 USD 7 gün içinde
4,4
4,4

Hello, I’m excited about your project to build a custom CRM aimed at streamlining your sales process. With experience in developing tailored sales automation tools using TypeScript, Node.js, and React, I can ensure a clean, secure, and responsive web application that meets your requirements. My recent projects have successfully managed lead and pipeline management with features like drag-and-drop functionality and insightful dashboards. I propose a timeline of approximately 8 weeks for the initial delivery, ensuring comprehensive documentation and a smooth deployment process.
$250 USD 4 gün içinde
4,4
4,4

Hello Juan, I hope you are doing well. I’ve built custom CRMs and sales automation using TypeScript, React, Node.js, and cloud platforms, focused on fast lead capture, enrichment, automatic routing, and a clean Kanban pipeline. Your objective is clear: a lightweight, secure system that tracks leads and moves deals efficiently without bloat. I’ll design a scalable data model for leads, contacts, accounts, deals, activities, and stages, with role-based access for admins, managers, and reps. The app will expose robust APIs and webhooks for form integrations, and include fast search, bulk updates, and export-friendly dashboards showing pipeline value, win rate, and cycle time. Deliverables include a Git repo with clear commits, a Docker deployment script, a minimal setup guide, and a concise user manual. Acceptance criteria: instant lead in the first stage via API, drag-and-drop stage changes without reload, sub-2-second report refresh on 10k deals, and basic OWASP-compliant security. If you’ve shipped similar tools, I can share a live demo or code sample along with my approach. Please feel free to contact me so we can discuss more details. I am looking forward to the chance of working together. Best regards,
$250 USD 7 gün içinde
4,3
4,3

aurora, United States
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