Simple Client-Focused CRM Build

Cliente Freelancer · Remoto · Remoto · freelance · mid · 1500–12.500 INR

Publicada el 2026-07-18

Descripción de la oferta

1. Authentication Module Features * Login * Forgot Password * Reset Password User Roles * Super Admin 2. Customer Management The CRM should maintain a complete profile of every customer. Customer Details * Customer Name * Company Name * Email Address * Mobile Number * WhatsApp Number * Address * City * State * Country * Industry * GST Number (Optional) Service Details Customers can subscribe to one or multiple services. Examples: * SEO * Website Development * Performance Marketing * Social Media Marketing * Branding * Software Development * Mobile App Development Each service should display: * Service Name * Start Date * End Date * Current Status * Assigned Team Member Payment Details Each service should maintain: * Total Amount * Paid Amount * Remaining Amount * Due Date * Payment History * Payment Status 3. Booking Management The CRM should automatically capture bookings from multiple sources. Booking Sources * Facebook Lead Ads * Website Book Now Form * Contact Us Form * Webinar Registration * Manual Entry Booking Information * Lead Name * Company Name * Contact Number * Email * Source * Interested Service * Assigned Sales Executive * Booking Date * Current Status * Notes 4. Sales Pipeline The CRM should provide a Kanban-style pipeline to manage leads. Pipeline Stages * New Lead * Contacted * Meeting Scheduled * Proposal Sent * Negotiation * Payment Pending * Converted * Project Started * Project Completed * Closed Automation Whenever a lead moves to another stage: * Send WhatsApp Notification * Send Email Notification * Update CRM Activity Timeline * Notify Assigned Team Member After Conversion Automatically: * Generate Invoice * Send Invoice via Email * Send Invoice via WhatsApp * Create Customer Profile * Create Project * Assign Team 5. Invoice Management Features * Auto Invoice Number * GST Calculation * Tax Configuration * Discount Support * Company Branding * PDF Generation * Download Invoice * Email Invoice * WhatsApp Invoice Invoice Status * Draft * Sent * Paid * Partially Paid * Overdue 6. Pricing Management The pricing panel should be fully dynamic. Features * Add Pricing Plans * Edit Pricing Plans * Delete Pricing Plans * Create Packages * Add Add-ons * Configure Taxes * Configure Discounts Example Packages SEO * Basic * Standard * Premium Website Development * Landing Page * Business Website * E-commerce Website * Custom Portal 7. Services Management The services panel should be fully dynamic. Features * Add Service * Edit Service * Delete Service * Service Description * Service Duration * Pricing * Features * Category * Display Order Categories * Digital Marketing * SEO * Google Ads * Meta Ads * Branding * Website Development * Software Development * Mobile App Development * Automation Services 8. WhatsApp Settings Twilio Configuration * Account SID * Auth Token * WhatsApp Number * Verify Connection Template Management Manage templates for: * Welcome Message * Proposal * Follow-up * Payment Reminder * Invoice * Meeting Reminder * Project Started * Project Completed * Review Request Pipeline Mapping Assign a WhatsApp template to each pipeline stage. Timing Configuration Configure automatic follow-up timings. Examples: * After 4 Hours * After 12 Hours * After 24 Hours * After 48 Hours 9. WhatsApp Campaigns Features * Create Campaign * Schedule Campaign * Send Instantly * Recurring Campaigns * Template Selection * Audience Filters Customer Filters * Service * City * Customer Type * Pipeline Stage * Lead Source Automation Example: * First Follow-up after 4 Hours * Second Follow-up after 12 Hours * Third Follow-up after 24 Hours * Fourth Follow-up after 48 Hours Reports * Delivered * Read * Failed * Replied * Click Rate 10. Webinar Management Features * Create Webinar * Edit Webinar * Delete Webinar * Registration Form * Meeting Link * Banner Upload * Speaker Information * Reminder Notifications * Attendance Tracking * Recording Link 11. Live Chat Integration Features * Website Live Chat * Visitor Tracking * Chat Assignment * Chat History * Convert Visitor into Lead * Customer Profile Creation 12. Homepage CMS The homepage should be manageable without developer support. Dynamic Sections * Hero Banner * Services * Statistics * Testimonials * Clients * FAQs * Call-to-Action * Footer * Contact Information 13. Blog Management Features * Blog Categories * Tags * Featured Image * Rich Text Editor * Author * Draft & Publish * Schedule Publishing SEO Fields * Meta Title * Meta Description * URL Slug * Keywords * Schema Markup 14. Policy Management Manage website policies dynamically. Policies * Privacy Policy * Terms & Conditions * Refund Policy * Shipping Policy 15. Notification System Email Notifications * New Lead * Meeting Reminder * Proposal Sent * Invoice Generated * Payment Reminder * Payment Received * Project Started * Project Completed * Webinar Reminder WhatsApp Notifications * Welcome Message * Follow-up * Proposal * Invoice * Payment Reminder * Project Updates * Webinar Reminder * Review Request 16. Reports & Dashboard Dashboard Cards * Total Leads * Total Customers * Active Projects * Pending Projects * Revenue * Pending Payments * Completed Projects * Conversion Rate * WhatsApp Delivery Rate Reports * Monthly Revenue * Lead Source Analysis * Pipeline Conversion * Service-wise Sales * Payment Report * Campaign Performance * Customer Growth * Project Status Report 17. Recommended Technology Stack Layer Technology Frontend Next.js + React + Tailwind CSS Backend Node.js (NestJS/Express.js) Database PostgreSQL Authentication JWT + Refresh Tokens Storage AWS S3 Email SMTP WhatsApp Twilio WhatsApp API Payment Gateway Razorpay PDF Generation PDFKit Queue Management BullMQ + Redis Hosting Hostinger

Skills

Fuente original: freelancer

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