Stock Broking CRM: Android App + Web Dashboard
Publicada el 2026-07-31
Descripción de la oferta
Freelance Developer Needed: Lead & Call Management CRM for Stock Broking Business (Android App + Web Dashboard) About the Project We are a stock broking business looking to build a custom CRM to manage leads, calls, WhatsApp follow-ups, and our sales pipeline. Our team makes 100+ calls a day, so speed and a minimal-click workflow are critical. We need an experienced freelancer or small team to design and build this from scratch (or adapt a suitable existing framework). Core Features Required 1. Lead Management • Lead list/table: Name, Mobile Number, Status, Source, Assigned To, Last Call Date, Next Follow-up Date & Time, Notes • Status is an editable dropdown directly on the list (no separate screen) • Customizable status options: New, Interested, Callback, NPC, Disconnected, Switched Off, Demo Scheduled, Documents Shared, Deal Closed, Not Interested • Setting status to “Callback” auto-creates a task with the date/time entered • Per-lead notes field (e.g., product/stock interest) 2. Click-to-Call • One-click calling from the lead list or detail page, using the agent’s own SIM/number (not a virtual number) • Quick outcome logging after each call via dropdown 3. WhatsApp Integration • Official WhatsApp Business API (not click-to-chat links) • Auto-reminders sent via WhatsApp at scheduled callback times • In-CRM WhatsApp chat with leads/clients • File/document sharing via WhatsApp from the CRM • Saved message templates 4. Sales Pipeline • Visual pipeline board with editable stages (e.g., New → Contacted → Demo → Documents Shared → Deal Closed) • Drag-and-drop or dropdown stage updates 5. Call Tracking Dashboard • Daily summary: dialed, connected, NPC, callback, disconnected, switched off, interested, not interested • Date-range filters • Per-agent breakdown for team use 6. Tasks & Home Dashboard • Home screen shows today’s tasks/follow-ups • Auto-created tasks from call outcomes • Mark complete; flag overdue tasks 7. Stock Broker–Specific Tracking • Demat accounts opened counter, filterable by day/month • AUM entry and month-on-month tracking • Per-client deal logging (product, amount, date) • Optional: KYC/eKYC status tracking per lead 8. Reporting • Dashboard: leads count, calls today, conversions, demat accounts (monthly), AUM (monthly) • Date-wise and month-wise filters • Export to Excel/CSV 9. User Interface • Minimal-click, fast UI built for high call volume • Android app (minimum) + web dashboard • Supports both solo use and small teams (lead assignment, team activity view) 10. Non-Functional Requirements • Encrypted client contact and financial data; role-based access (agent vs. admin) • Scalable as the team grows • Fast, lag-free performance for back-to-back call logging Ideal Skills & Experience • Mobile app development (Android; iOS a plus) • Web dashboard development • WhatsApp Business API integration experience (including business verification/approval process) • Telephony/click-to-call integration • Experience with CRM or sales-tracking tools is a strong plus • Awareness of data security practices for financial/client data Proposal Requirements — Please Include: A. Fee breakdown (in bullet points), covering: • Mobile app (Android) development • Web dashboard development • WhatsApp Business API setup & integration • Click-to-call/telephony integration • Testing & QA • Deployment (including Play Store submission) • Post-launch support/maintenance (monthly rate, if applicable) B. Also confirm: • Fixed price or hourly rate (with estimated hours) • Estimated delivery timeline (phase-wise if possible) • Relevant portfolio/past work links • Proposed tech stack Budget Open to fixed-price or milestone-based payment — please share your best estimate based on the scope above. How to Apply Submit a proposal including your fee breakdown, timeline, and relevant experience as outlined above.
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Fuente original: freelancer