Custom CRM Service

We are looking at creating a CRM platform to allow users to subscribe to our services and have their own CRM platform to use. Each business CRM will be separate.

The CRM will have customisable fields, departments and pipelines the the company admin will create and edit.

Pipelines can have different actions when dragged from one to another.

Depending if the company is B2B or B2C depends on if contacts or organisations are the key point of contact.

Mock up created in Adobe XD - I would prefer the selected Freelancer to work with me on the design and layout.

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I have no milestone or due date. This is a personal business venture and I do not have any financial backing. This will be a small and steady project due to cashflow.

Some Required Features:

Customer portal

Xero Integration

Create invoices (draft)

Merge products from Xero

View previous invoices from the CRM

Quote builder

Allow clients to create potential orders from customer portal


Users to be able to make and run customised reports (internal)


All staff to be able to use the CRM to view and send emails

Emails viewable by others when connected to a lead, organisation or contact based on preference.


Each CRM user has their own calendar

Shared Calendar

Pipeline can create / popup calendar

Screen Share Meetings

Setup and send meeting invites (Email)

Allow the client to follow a link to join the remote online meeting

Stock Inventory -

Track stock entering

Track stock being attached to organisations

RMAs to be generated

Personal inventory


Send documents to get signed

Staff to get worksheets signed or other documentation signed


IOS & Android apps to be made

Must work on all browsers. The customer portal must work on old IE versions.

Up to date language that easy to work on and update

Email & SMS to be sent from CRM

GPS tracking on (Internal user groups - Staff)

Route planning, allowing project management to plan when engineers are close together.

To view future events when booking appointments or call outs.

Internal Chat.

Full chat application. With group creation.

Allow organisations to chat to their users.

Marketing - Link to Mailchimp for marketing

Project Room

Where the Sales team, Project managers and clients can talk about the project and requirements. Where files can be exchanged and the deal can be viewed.

Document sharing

Attach documents to clients for internal users to view

Allow clients to upload files to there account.

Support tickets

Attached to organisations


Invite codes only, no user can created an account

Internal staff can create users and attached to organisations

Organisation users can add other organisation users

News feed

Allow organisations to have their own news feed (Similar to facebook)

Internal users can add to news feed to display on correct organisations news feed.

Skills: CRM, HTML, Mobile App Development, Website Design

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About the Employer:
( 0 reviews ) Chelmsford, United Kingdom

Project ID: #17953664

30 freelancers are bidding on average £2021 for this job


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