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Work Sample Test: Build a CRM Solution (Customer Relationship Management) A CRM is a tool to help sales people manage their interactions with customers. It typically stores all the information related to customers, people, leads and opportunities. Examples of well-known CRMS are Salesforce, Pipedrive, SugarCRM among others. We would like you to create a CRM application. Use your own initiative and research to decide what capabilities it should offer. Then go ahead and build the application in the Foundry Sandbox. We would like you to use the two datasets attached as a basis for the company and person objects. Our goal is to understand whether you can translate a need into an application. We are not looking for perfection, but rather for effectiveness in solving for the need. During your presentation of your solution, we will ask you to show us the application for about 5 minutes, after which we will ask questions and request changes to be made, which we expect to be done during the call. Navigate to Rangr Data Applicant Projects (Gaining access is described at the bottom of this email) and open up your folder which is the same as your username to get started! ------------------------------------------------------------------------------------------ Getting Access to the Foundry Sandbox First you need to get access. . With that info, go to Rangr Data Applicant Projects Put your email address in the box shown below: You will be redirected to a Microsoft login page: Microsoft Sign in Email, phone, or Skype Can't access ßur account? Back Sign-in options Next Enter your email and then your password. You may then be asked to enter some more information, as well as a new password. We recommend you use Microsoft Authenticator for Multi-Factor Authenticator Once you have completed the first login, you will have arrived in Foundry! Remember to navigate to your folder which is named the same as your username within Rangr Data Applicant Projects. ------------------------------------------------------------------------------------------ Resources for learning Palantir Foundry Palantir Foundry Learning Site Access to courses and projects for self-learning Most of these courses need to be run on the sandbox provided above We recommend you start at Step 01 - Speedrun: Your first E2E Workflow Link: Palantir Learning Palantir Documentation Standard documentation on Foundry and other Palantir products Useful for reference purposes but not very valuable for learning I prefer using the built-in LLM to guide me from the documentation, its called AIP Assist Documentation • Palantir Youtube Channel This is a great place to just get exposure to all the crazy stuff Foundry is used for Good case studies and examples on how to do certain things Some are out-of-date so rather focus on the process, not the details of implementation General overview of what Foundry does and why: Palantir Explained: Chief Architect on Foundry in 2022 Introduction to AIP: Introducing Palantir AIP | Capabilities and Product Demo Link: (78) Palantir Developers - YouTube Build with AIP Learning to use Foundry's Ai/LLM toolkit is done on Foundry itself, not in the Learning Site (for now) Use the examples to learn, or as templates for solutions Link: Build with AIP ([login to view URL]) ------------------------------------------------------------------------------------------ Useful Foundry Starting Tips Find applications (e.g. Pipeline Builder) Click on Applications and find what you need to work in (e.g. Pipeline Builder, Ontology Manag
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Hello, I will develop a comprehensive, user-friendly CRM web application tailored to efficiently manage customer relationships and sales workflows. Key features will include: - Centralized management of company and person records based on the provided datasets. - Tracking and updating customer interactions, communication history, and lead/opportunity status. - Functionality to add notes, schedule follow-ups, and assign tasks to sales team members. - Powerful search and filtering to quickly access relevant records. - Visual sales pipeline/dashboard to monitor progress and next steps. - Automated notifications and reminders for important events and deadlines. - Intuitive interface designed for ease of use and quick data entry to boost adoption. The CRM will be built on scalable, modern technology ensuring flexibility and easy enhancements. The solution will be effective in translating CRM needs into practical functionality, with readiness for iterative improvement through live feedback. Best regards, Vicky Keswani
$500 USD in 7 days
9.5
9.5

Hello, I understand that you are looking for a CRM solution that helps sales teams manage their customer interactions effectively. This involves developing an application that stores valuable customer information and allows for easy access to data related to leads and opportunities. My approach will include utilizing the provided datasets to create company and person objects and ensuring the application is user-friendly and functional during the 5-minute presentation. I will ensure that the CRM meets your needs effectively, focusing on key capabilities based on my research. What specific features do you desire most in the CRM application that can best support your sales process? Thanks, Muhammad Awais
$750 USD in 10 days
9.1
9.1

Hi there, I can build your custom CRM solution tailored to your business needs and prepare a clear, engaging presentation to showcase its features and benefits. I’ll focus on user-friendly interfaces, robust data management, and scalability. Could you share your key CRM requirements or pain points? Also, do you prefer a web-based platform or a desktop application? I would like to discuss in detail. Kindly drop me a message and discuss more with me. Thanks
$500 USD in 10 days
8.9
8.9

With nearly two decades of experience, CnELIndia has been a power player in the web and app development industry. Our proficiency in API Development, CRM, Data Management, PHP, and Software Development makes us well-versed in delivering tailor-made solutions that solve real-world problems. We have worked with popular technologies such as Salesforce, Pipedrive, and SugarCRM which uniquely qualifies us for your CRM Solution project. At CnELIndia, we don't believe in "perfection" but rather in "effectiveness" and our extensive portfolio can attest to this. We understand the importance of translating needs into tangible applications and offering viable solutions. As you navigate the Foundry Sandbox during the presentation, you can rely on my breadth of experience to not only showcase a robust CRM application but also make changes on live requests to prioritize user-friendliness. I assure you that choosing CnELIndia will not only guarantee impeccable results but a seamless collaborative process throughout the duration of the project. My team is versatile enough to adapt to any dataset like the one attached in order to create efficient CRM applications. Thank you for considering our services, I look forward to utilizing my skills to build your exceptional CRM solution!
$500 USD in 7 days
9.0
9.0

Hello SujithP16, I reviewed your project, "CRM Solution Development & Presentation," and it’s an excellent match for my expertise. With 500+ completed projects and a 4.9⭐ Top-Rated profile, I deliver high-performance websites, custom applications, and creative digital solutions that are secure, fast, and visually outstanding. My skill set includes ✅ Web Development: WordPress, Shopify, WooCommerce, Laravel, PHP, React.js, Vue.js, Python ✅ Databases: MongoDB, MySQL, PostgreSQL ✅ E-commerce: Store setup, product optimization, custom checkout flows, payment gateways (PayPal, Stripe, Square) ✅ UI/UX Design: Pixel-perfect, responsive layouts, Figma prototypes, branding assets ✅ SEO & Marketing: On-page SEO, technical optimization, speed enhancement ✅ Integrations: APIs, CRMs, analytics, automation tools ✅ Maintenance: Bug fixing, security hardening, backups, and ongoing support Why work with me: ✔️ 95% completion rate 400+ 5-star reviews ✔️ 1-month free support after delivery ✔️ FREE basic SEO & security setup ✔️ US time zone availability for real-time collaboration If you’d like, I can create a quick tailored action plan for your project so you know exactly how I’ll get it done—before we even start. Let’s make your project a success. Kausar Parveen Multimedia Graphic Designer & Full-Stack Developer Your Partner in Digital Excellence
$350 USD in 3 days
8.1
8.1

Hello Greetings, After reviewing your project description, I am confident and excited to work on this project for you. However, I have some crucial points and questions to clarify. Please leave a message in the chat to discuss this, and I can share my recent work that is similar to your requirements. Thanks for your time! I am excited to hear from you soon. Best regards,
$700 USD in 8 days
8.0
8.0

Dear Team, Are you looking for an effective CRM solution that simplifies customer interaction management? I'm ready to demonstrate how our innovative approach can meet your needs. I plan to develop a custom CRM application leveraging the provided datasets to enhance user experience and functionality. Let's discuss further so I can share a detailed plan and walk you through a demo of the application. Regards, Smith
$500 USD in 7 days
6.8
6.8

Hello, As a well-versed full-stack developer, I am excited about your CRM Solution project. I have had extensive experience in software development and coding using a wide range of languages which includes PHP as one of my core strengths. My consistent focus on quality ensures a well structured, maintainable and polished final product, which is integral for any mission-critical architecture like CRM solutions. Setting clear-cut goals and milestones is essential, to avoid project misalignment. Due to my agile and collaborative approach, I can ensure that we'll work together throughout the project, defining these objectives as we proceed. This means that you will always be in control of the workflow and that your vision will be understood every step of the way. Lastly, I'm perfectly comfortable with steep learning curves and will strive to quickly get up to speed with Foundry Sandbox for developing tailor-made application that meets your needs. By hiring me, you not only acquire an efficient developer who can deliver what you're looking for but also a diligent partner who's committed to making your task smoother, effective and accomplished in a time-effective manner. Let's initiate this comprehensive solution building journey together! Thanks!
$555 USD in 15 days
6.4
6.4

Hi, building a CRM solution in Palantir Foundry requires translating customer, lead, and opportunity data into an intuitive, actionable platform. I have strong experience designing CRM features such as contact management, pipeline tracking, and activity logging, which I will implement using the provided datasets for company and person objects. My approach includes setting up data ingestion pipelines, defining ontology to model relationships, creating user-friendly dashboards for sales insights, and enabling real-time updates to streamline workflows. I understand the importance of flexibility to adapt during your review and can efficiently handle live changes during the demo.
$500 USD in 7 days
6.2
6.2

Hi, We’ve built custom CRMs for sales teams where speed, usability, and adaptability were the real KPIs, not just ticking feature boxes. Our experience spans Salesforce custom modules, Pipedrive-style UIs, and bespoke CRMs in low-code environments always starting from raw datasets and shaping them into actionable customer insights**. We’ve previously delivered Palantir Foundry solutions with Pipeline Builder, Ontology Manager, and AIP Assist, so we can translate requirements into a functional application fast. Estimated effort: 20–25 hours, total $800–1000 USD. Do you want the CRM to focus primarily on sales pipeline management, or should it also include basic analytics dashboards for leads, conversions, and revenue trends? Let’s make this CRM feel like a tool your sales team actually enjoys using. Regards, Team SolutionzHere
$800 USD in 7 days
6.3
6.3

Let's Create A CRM Solution Development & Presentation Good Day, I understand that creating a CRM application involves managing interactions with customers effectively. I have experience in developing CRM solutions and have worked with various CRM tools like Salesforce and Pipedrive. I am confident in translating needs into applications and ensuring effectiveness in solving for the need. Let’s connect in chat, and I’ll explain how I can assist you. I’ll share examples of my past CRM projects and demonstrate my capabilities in building the CRM application. Thank you & Regards, Ali
$250 USD in 2 days
5.9
5.9

Hello, I am a seasoned full stack expert with rich hands-on experience. I have extensive skills in building frontend/backend. - PHP/Laravel - ME*N, python/django - Shopify So I can provide good results in a short time. I look forward to hearing from you soon. I am ready to start to work now. Thanks & Regards.
$500 USD in 7 days
6.5
6.5

Hello, Thank you for the opportunity to work on your CRM Solution Development project. I understand that you’re looking for an effective application to manage customer interactions, and I’m excited to help you build a solution that meets your needs. I specialize in developing tailored CRM applications with features that enhance usability and efficiency. Here’s what I can offer: - Custom CRM design with necessary functionalities based on your datasets - Clean, modern UI/UX that ensures an intuitive experience - Integration of API development to facilitate seamless data management - 6 months of free post-launch support to ensure everything runs smoothly You can review my previous work, such as: 1. Food Delivery App 2. Taxi Booking App 3. Dating App Feel free to check out my portfolio here: (https://www.freelancer.in/u/ixorawebmob) **Estimated Timeline:** - UI/UX Design: 4–5 days - Development: 14–18 days - Testing & Launch: 3–4 days I invite you to connect via chat or call so we can discuss this project in more detail and ensure all your requirements are covered. Thanks, Arpit
$555 USD in 18 days
7.1
7.1

Greetings! I specialize in CRM development and data management with 9+ years of experience delivering effective, user-centric applications tailored to sales and customer needs. Here's how I can help: * Design and build a practical CRM solution in Foundry Sandbox using your datasets * Implement core features like customer, lead, and opportunity management * Adapt quickly to feedback and make live changes during your presentation Could you confirm if there are any must-have features or specific workflows you want prioritized in the CRM?
$700 USD in 14 days
5.7
5.7

Hi, We will build a CRM in the Foundry Sandbox using your datasets for companies and people, linking them through an ontology and adding features like list detail views, an opportunity Kanban, activity logging, KPIs, and simple automations for reminders and updates. In the demo, we’ll show adding leads, updating stages, and reviewing metrics, then make changes live. Would you like us to also add a basic reporting view in this first version? Please note: the days and amount are placeholders and can be adjusted based on your needs. Regards, NoVA Ascend Dynamics
$333 USD in 9 days
5.5
5.5

Hello there, we are a team and experts in Azure, cloud computing, DevOps. Please, send me a message to discuss the work and finish in no time. Thanks Ashish Kumar.
$500 USD in 7 days
5.7
5.7

As an experienced web and AI specialist, my proficiency in CRM, PHP, and software architecture aligns well with your project requirements. I'm confident in my ability to design and develop a customized Customer Relationship Management (CRM) solution as per your needs – much like the iconic systems such as Salesforce, Pipedrive, and SugarCRM that you've mentioned. Moreover, my commitment to delivering flawless quality and transparent processes means you'll receive pixel-perfect work and clear demonstrations during our project interactions. I focus on combining proven methodologies with creative innovation to offer value-driven solutions promptly – exactly what your project entails. By choosing me for this task, you'll guarantee efficient translation from need to implementation within Palantir Foundry platform using best industry practices. I’m among the few specialists who blend technical prowess with exceptional UI/UX skills, which will undoubtedly enhance the interaction between your sales team and the application I’ll create for them. Partnering with me also ensures ongoing support well after the launch, giving you a reliable ally for any updates or changes required post-presentation. Let's chat through your project goals and how we can leverage my expertise to bring your company’s vision to life!
$250 USD in 7 days
5.8
5.8

✋ Hi there. I can develop a custom CRM solution tailored to your business needs. ✔️ I have extensive experience in CRM development, including building systems that manage customer interactions, sales pipelines, and marketing campaigns. For instance, I recently developed a CRM for a small business that streamlined their sales process and improved customer engagement. ✔️ My approach involves understanding your specific requirements, designing a user-friendly interface, and implementing features like contact management, task automation, and reporting tools. I will ensure the system integrates smoothly with your existing workflows and provides actionable insights to drive business growth. ✔️ Post-development, I will provide training to your team, assist with data migration, and offer ongoing support to ensure the CRM evolves with your business needs. Please click the ‘Chat’ button so we can discuss your project in detail and get started. Looking forward to working with you! Best regards, Mykhaylo
$500 USD in 7 days
5.4
5.4

This is exactly the kind of work I love doing. I have extensive experience building user-friendly CRM solutions with a focus on scalability and clean UI. Utilizing tools like Salesforce and Pipedrive, I ensure secure and efficient systems. I've delivered numerous similar projects successfully and always prioritize client satisfaction. I'm happy to offer insights, even if you don't choose me. Regards, Anne S.
$550 USD in 5 days
5.0
5.0

Hi! With 10+ years of full-stack and data-platform experience and a 100% job success rate, I’d love to build your Foundry CRM test so it clearly shows my ability to translate needs into a working app fast. I’ll ingest the two provided datasets as Company and Person objects, build an Ontology with relationships (company↔people↔opportunities), and create end-to-end pipelines to clean, enrich and index the data for fast search and filtering. I’ll deliver a compact CRM app in the Sandbox that includes lead/contact views, activity timeline, opportunity tracking, quick-create actions, and a simple analytics dashboard (conversion funnel, top companies, recent activity). I’ll wire up role-aware access, inline editing, and an approval/workflow stub so you can demo real interactions; AIP Assist and Foundry transforms will speed data mapping and intelligente suggestions. My plan is to iterate quickly: ingest & model (0.5 day), UI + search + actions (1 day), dashboards & polish + test (0.5 day) — ready for your 5-minute demo and live tweaks during the call. I’ll also prepare a short script to showcase key flows and be ready to make changes on the spot. If that timeline works, I’ll jump into your sandbox and start mapping the datasets right away. Thanks. Truong...
$300 USD in 7 days
5.1
5.1

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