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Software Requirements Specification (SRS) MVP CRM System Project Name: RiskOptiks CRM – MVP Platform: [login to view URL] Document Version: 1.0 Prepared By: Waqar Ahmad Date: 10 Feb 2026 Budget: $1000 1. Introduction 1.1 Purpose This document defines the requirements for the Minimum Viable Product (MVP) version of the RiskOptiks CRM system. The MVP focuses only on the following priority areas requested by the client: 1. Home Page 2. Client Page 3. Supplier Page 4. Support Cases 5. Opportunities The objective is to deliver a working MVP that allows early internal use and validation while staying within the agreed MVP budget. 1.2 Scope The MVP will include: ● Core data pages for Clients, Suppliers, Support Cases, and Opportunities ● Basic create, view, edit, and delete functionality ● Simple linking between records – please explain what you mean by simple? ● Search and list views ● Minimal automation – please explain a bit about what minimal automation will be? 2. Pages in Scope (Priority Order) Priority Page 1 Client 2 Supplier 3 Support Cases 4 Opportunities 3. Functional Requirements 3.1 Client Page 3.1.1 Description Stores and manages enterprise client accounts. 3.1.2 Features ● Create, view, edit, and delete client records ● Display client list with search ● View a client profile ● Show linked: ○ Suppliers ○ Support Cases ○ Opportunities 3.1.3 Fields ● Account Name ● RO_ID ● Country ● Industry ● Status ● Account Manager (user relationship) ● Client Success Manager (user relationship) ● Client Health (option set: Green, Amber, Red, Grey) ● Client Health Details (text, multi-line) ● Account Status (option set: Active, Pending, Prospect, Lead) ● Key Contact (relationship to Contact entity) 3.2 Supplier Page 3.2.1 Description Stores suppliers linked to a Client. 3.2.2 Features ● Create, view, edit, and delete supplier records ● Require each supplier to be linked to a Client – not required ● Display supplier list with search ● View supplier profile ● Show related Support Cases 3.2.3 Fields ● Account Name ● RO_ID ● Status ● Email ● Phone ● Related Client – not required ● Account Status (option set: Active, Inactive, Pending, Registered, Unregistered) ● Primary Contact (relationship to Contact entity) ● Phone (text) ● Email (email) ● Related support cases 3.3 Support Cases Page 3.3.1 Description Tracks support requests from Clients or Suppliers. 3.3.2 Features ● Create cases manually – future consideration by creating a case when support email is emailed. ● Auto-generate a case number ● Link case to Client or Supplier ● Assign a case owner ● Update status and priority ● Add notes ● Close cases ● List view with filters and search ● Basic email notification on assignment 3.3.3 Fields ● Case Number ● Linked Client or Supplier ● Subject ● Priority ● Status ● Notes ● Assigned User ● Primary Contact (relationship to Contact entity) ● Phone (text) ● Email (email) ● Time/Date of Case Open (date & time, auto-generated) ● Time/Date of Case Closed (date & time) ● Case Type (option set: Billing, Technical Query, General Query, Account Issue, Product Feedback, Bug Report, Feature Request) ● Case Status (option set: New, Waiting on Client, Waiting on RO, Waiting on Supplier, In Progress, Resolved, Closed) ● Subject/Title 3.4 Opportunities Page 3.4.1 Description Tracks potential sales opportunities for Clients. 3.4.2 Features ● Create and edit opportunities ● Link opportunity to a Client ● Update stage ● Record amount and close date ● Mark opportunities as Won or Lost ● List view with search 3.4.3 Fields ● Opportunity Name ● Client ● Stage – option set: Prospect, Demonstrate Value, Define Scope, Agree on Launch, Document Plan and Requirements, Execute Mailing, Closed Won, Closed Lost) ● Amount ● Close Date ● Notes ● Forecast Category (option set: Pipeline, Best Case, Commit, Closed) ● Type (option set: Existing Business, New Business) ● Country (option set) ● Opportunity Owner (user relationship) ● Created Date (date, auto-generated) 4. Non-Functional Requirements The MVP will include: ● Standard login system ● Navigation menu ● Desktop-friendly layout ● Mobile Responsiveness ● Basic data validation ● Performance optimization 5. Delivery Timeline Phase Duration Database & Base Setup 1 week Client & Supplier Pages 1 week Support Cases 4–5 days Opportunities 3–4 days Testing & Handover 2–3 days Estimated Total: 3–4 weeks 6. Future Phases (Post-MVP) Future phases may include: ● Campaign management ● Dashboards & reporting ● Integrations with RiskOptiks platform ● Advanced permissions ● Automation workflows ● Contracts and contacts ● Compliance and audit tools These will be scoped and priced separately.
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Hello, Drawing from our extensive repertoire of technical skills, my team of highly experienced engineers and developers at Live Experts is excellently positioned to take on your CRM System Development project. Given our strong track record in Research Writing, Computer Science, Engineering, Statistics/Data Analysis, Big Data Analysis, Game/Web Development, and Software Development, we possess the depth and breadth required to expertly handle all aspects of this project—from Database Design to Software Development. In terms of Software Development for this CRM project, our proficiency in MATLAB and Mathematica, Python, Java, C/C++, C#, Arduino, Raspberry Pi, and cloud computing gives us a significant advantage. We'll ensure your MVP aligns seamlessly with all your core data needs for Clients, Suppliers, Support Cases, and Opportunities. More so because we have worked extensively with multiple databases including Microsoft SQL Server, Oracle Database MySQL Server among others ensuring efficient data management throughout your MVP. Not only are we adept in developing the required pages to create, view, edit and delete records but our expertise extends further to building effective search mechanisms that would allow users to quickly find relevant records from potentially large lists. Our tradition at Live Experts® is to develop systems that are highly accurate yet user-friendly to guarantee optimal user experience while maximizing e Thanks!
$1.500 USD trong 4 ngày
6,7
6,7

Hello, I am excited about the opportunity to develop the MVP CRM System for RiskOptiks. With a strong background in creating tailored CRM solutions, I can ensure that the Software Requirements Specification (SRS) is meticulously crafted to meet your unique business needs. My goal is to deliver an intuitive and efficient platform that enhances your operational workflows. I understand the importance of a robust MVP that can scale with your business. I will focus on key functionalities that drive user engagement and streamline processes, ensuring the final product aligns perfectly with your vision. Let's discuss how we can turn your ideas into a seamless CRM experience. Regards, Nurul Hasan
$750 USD trong 7 ngày
7,1
7,1

Hi Waqar, I’m genuinely excited about your RiskOptiks CRM MVP project and have carefully reviewed the detailed SRS you provided. Your focus on delivering a functional and user-friendly MVP with core pages for Clients, Suppliers, Support Cases, and Opportunities aligns perfectly with my expertise developing tailored CRM solutions on platforms like Bubble.io. With my solid background in web development, database design, and CRM systems, I understand the importance of clean linking between records and minimal automation that truly streamlines workflows without overwhelming users. I’ll ensure a robust, mobile-responsive CRM that supports your early validation needs while adhering strictly to your $1000 budget and timeline. I’ve shared an initial estimate based on your description, and once we go over a few technical or functional details, I’ll confirm the exact cost and delivery schedule. I’m ready to start with the database and base setup immediately and proceed through the phases as laid out. Could you clarify what you envision by "simple linking between records" and the scope for "minimal automation" in the MVP? Best regards, Asad
$750 USD trong 20 ngày
5,8
5,8

Hello, I have carefully gone through your RiskOptiks CRM MVP outline and understand you’re aiming for a CLEAN, FUNCTIONAL, and BUDGET-FOCUSED CRM on Bubble covering Clients, Suppliers, Support Cases, and Opportunities with structured linking and controlled automation. Here’s my clear understanding: • SIMPLE LINKING = structured relationships (Client ↔ Supplier ↔ Cases ↔ Opportunities) with visible related records on profile pages, no complex relational logic in MVP • MINIMAL AUTOMATION = auto case number, auto timestamps, status updates, basic assignment email notification • FULL CRUD with SEARCH + FILTERS • ROLE-BASED user relationships (Account Manager, Case Owner, Opportunity Owner) • CLEAN NAVIGATION + RESPONSIVE UI • DATA VALIDATION + PERFORMANCE-OPTIMIZED workflows I have 10+ YEARS of experience, I focus on STABLE DATABASE ARCHITECTURE and SCALABLE Bubble builds that don’t break when you expand in Phase 2. You’ll receive COMPLETE SOURCE CODE, structured using AGILE methodology with iterative validation. I’ll support you from initial database setup to final deployment, including 2 YEARS of ongoing support. Let’s discuss in chat as I have a few key queries to clarify before proceeding further. Awaiting your positive response. Thanks
$750 USD trong 7 ngày
6,2
6,2

HERE IS A HIGHLY RELIABLE CRM MVP PROPOSAL BUILT FOR EARLY ADOPTION AND SCALABILITY – I HAVE SUCCESSFULLY DELIVERED SIMILAR PROJECTS ON BUBBLE.IO. I can develop your RiskOptiks CRM MVP with core modules including Clients, Suppliers, Support Cases, and Opportunities, each with full CRUD functionality, search, and basic linking. The system will include role-based access for Admins and Users, auto-generated timestamps, simple email notifications, and dashboards for managing records efficiently. Clients and suppliers will be linked where needed, and support cases will allow assignment, status updates, and notes. Opportunities will track stages, amounts, and close dates with search and list views. The MVP will be fully desktop and mobile responsive, with basic validation, performance optimization, and clean navigation. I will provide the complete source code, detailed documentation, and a short walkthrough for easy handover. Post-launch, I will offer 2 years of free ongoing support, including bug fixes, minor enhancements, and troubleshooting to ensure smooth operations. Timeline: 3–4 weeks for full MVP delivery. The project will be structured to allow future phases such as dashboards, automation workflows, and integrations. This build guarantees a stable, easy-to-manage CRM, allowing immediate internal use while keeping options open for scaling and advanced features.
$1.000 USD trong 15 ngày
5,8
5,8

Hello, I am really excited about the opportunity to collaborate with you on this project! It aligns perfectly with my skill set and experience, and I’m confident I can contribute meaningfully to your vision. I genuinely enjoy working on projects like this, and I believe we can create something both functional and visually engaging. Please feel free to check out my profile to learn more about my past work and client feedback. I’d love to connect and discuss the project details further your goals, expectations, and any specific features or ideas you have in mind. The more I understand your vision, the better I can bring it to life. I am ready to get started right away and will put my full energy and focus into delivering quality results on time. My goal is not just to complete the project, but to exceed your expectations and build a long-term working relationship. Looking forward to hearing from you soon! With regards! Nikhil
$1.500 USD trong 7 ngày
5,9
5,9

Hello, I have carefully reviewed the Software Requirements Specification for the RiskOptiks CRM – MVP project. It's exciting to see the detailed scope and functionality outlined for the MVP development on Bubble.io. I recently completed a similar project where I developed a CRM system for a client, focusing on core data management, search functionalities, and user relationship mapping. You can find more details in my portfolio: https://www.freelancer.com/u/SajidaSaqira/SS-Technologies One question that comes to mind is regarding the level of automation required for this MVP. Could you provide more insight into the specific automation features expected to be included? I am confident in my ability to deliver a high-quality MVP CRM system that meets your requirements effectively. I would love to discuss this project further and explore how we can collaborate to bring your vision to life. Best regards, Sajida Saqira
$750 USD trong 7 ngày
4,9
4,9

Hello , I came across your project MVP CRM System Development and I am very interested in working with you. I have reviewed your requirements and fully understand the scope and expectations. I specialize in CRM, Software Development, Web Development, Database Design and have successfully delivered similar projects before. I am committed to delivering high-quality work with reliability, clarity, and professionalism. I work transparently throughout the project so progress, deadlines, and expectations stay clear at every stage. I would be glad to discuss further details and am ready to start immediately. Looking forward to hearing from you. Regards, Anum
$750 USD trong 7 ngày
4,9
4,9

Are you looking for a seamless CRM solution on a tight budget? I've carefully reviewed the SRS for the RiskOptiks CRM – MVP project. With 5 years of experience, I specialize in building clean, professional, and user-friendly systems like the one you need. By developing a fully functional MVP CRM system, we will help you streamline client management, increase efficiency, and stay within your budget. I've successfully worked on similar projects offsite and can ensure a successful outcome. I’d love to chat about your project! Worst case, you get free advice that can guide your project. Regards, Chirag Pipal
$1.150 USD trong 7 ngày
4,5
4,5

Hello, I’m a Machine Learning Engineer with 8+ years experience in building scalable data-driven applications and dashboards. I’ve designed clean relational data models, implemented CRUD and linked entities, and optimized workflows for multi-user platforms. I focus on reliable, maintainable systems with clear UI/UX, strong validation, and efficient performance, ensuring early MVP releases meet business goals and are easy to extend in future phases.
$1.200 USD trong 7 ngày
4,7
4,7

Hi there, I’m Kristopher Kramer from McKinney, Texas. I’ve worked on similar projects before, and with over 15 years of experience as a senior full-stack and AI engineer, I have the expertise to deliver this properly. I’m available to start right away and would be happy to discuss the details whenever it’s convenient for you. I look forward to speaking with you. Best regards, Kristopher Kramer
$1.125 USD trong 7 ngày
4,9
4,9

Hi, We went through your project description and it seems like our team is a great fit for this job. We are an expert team which have many years of experience on CRM, Software Development, Web Development, Database Design Please come over chat and discuss your requirement in a detailed way. Regards
$1.100 USD trong 7 ngày
4,0
4,0

I'm offering a 25% discount on this project. With experience in CRM architecture and rapid MVP development, I will build a functional Minimum Viable Product CRM system—delivering core contact management, pipeline tracking, and communication tools to help you validate your business need and gather user feedback. I'll start by understanding your target users, essential data fields, and key workflows. Using a modern stack like Node.js + React or Laravel, I will develop a web‑based CRM MVP with contact/company records, deal stages, task management, basic reporting, and email integration—all designed for simplicity, scalability, and ease of iteration based on early user input. You'll receive a deployable CRM MVP, source code, and a roadmap for adding features like automation, advanced analytics, or mobile access in future phases. Let's build the foundation of your customer‑relationship vision. Best regards, Sohail
$750 USD trong 1 ngày
3,4
3,4

Hello For “simple linking”, do you want two-way links with auto lists, like: Client page shows its Suppliers, Cases, and Opportunities, and each of those records links back to the Client? Most Bubble CRMs go wrong in database design. People build pages first, then relationships become messy, slow searches, and duplicates appear. In projects like this, the main issue is clean data types + privacy rules. Best practice is: clear option sets, unique RO_ID rules, reusable list components, and scoped searches for speed. Hope to discuss more on chat Best, Kosta
$1.125 USD trong 7 ngày
3,5
3,5

Hello, Thanks for sharing the SRS, I’ve reviewed it carefully and the MVP scope is clear, realistic, and well aligned with a Bubble-based build. I have experience delivering CRM MVPs in Bubble with clean data models, simple relationships, and room to scale later. For clarity on your open points: Simple linking means direct relational fields between Clients, Suppliers, Support Cases, and Opportunities, with related records shown on profile pages and no complex cross-logic in the MVP. Minimal automation would cover essentials only, such as auto-generated case numbers, created dates, basic status updates, and a simple email notification on case assignment. I can deliver all required pages with CRUD functionality, search and list views, responsive layout, and basic validation, keeping the system stable and easy to extend in future phases. The proposed 3–4 week timeline and $1000 MVP budget are reasonable for this scope. Before finalizing, I’d like to confirm: Should Contacts be a shared entity for Clients and Suppliers in the MVP, or handled later. Do all users have the same access level for MVP, or is basic role separation needed now. I’m confident I can deliver a solid, usable CRM MVP aligned with this specification. Happy to discuss next steps.
$1.100 USD trong 7 ngày
3,2
3,2

Hi, there. I’m confident that I can deliver this project to a high standard. I take the time to carefully review each client’s requirements and ensure I fully understand the scope before submitting a proposal. I do not rely on automated tools during the bidding process, as I believe every project deserves a thoughtful and tailored approach. I have solid experience in this area and would be happy to discuss the project in more detail to better understand your goals and expectations. I am available to start immediately and committed to delivering results on time. I look forward to the opportunity to work with you. Thank you for your time. Boris
$800 USD trong 7 ngày
2,9
2,9

Hi there — hope you’re doing well, thanks for sharing such a clear and structured SRS, this is a very solid MVP scope. I’m Giang, a professional developer with hands-on experience building data-driven CRM systems and internal tools (including Bubble.io-style low-code MVPs), and I can deliver this RiskOptiks CRM with clean data models, clear record linking, minimal but effective automation (IDs, timestamps, notifications), and a layout that’s easy for teams to adopt quickly within your $1,000 MVP budget. I’m comfortable working strictly to your defined scope, clarifying items like “simple linking” and “minimal automation” upfront, and delivering a stable, well-documented MVP ready for internal validation and future expansion. Best regards, **Giang**
$1.125 USD trong 7 ngày
3,0
3,0

Hello there, I reviewed your project MVP CRM System Development and understood the requirements at a high level. I focus on delivering clear, stable, and maintainable solutions aligned with the actual scope, I can work with CRM, Software Development, Web Development and follow a clean development process with proper structure and error handling. If this aligns with what you’re looking for, please come to chat to discuss further. Best regards
$750 USD trong 7 ngày
3,8
3,8

Greetings I can surely help you for MVP CRM System Development I am in the IT industry since more than a decade and serve so many clients in building and rebuilding websites, software, and applications I have strong hands-on different cms like webflow, Wordpress, shopify, squarespace, wix and on different programming languages like PHP, Laravel, React, Node.js, HTML, CSS, And I did the migration from HTML to click funnels. I have made so many websites (E-commerce, WordPress, Classified admin, WooCommerce, etc.), bots, softwares, and Mobile applications (Android, IOS, and Huawei Play store) in my entire career. I have strong hands on both the front end and back end. Currently, I am part of the team who are dealing with miscellaneous tasks in dubizzle and Mzad Qatar including design and layouts and they both have more than 1 million users. I believe that you are looking for a web designer and for sure you will get your end desire result with plagiarism-free work and with better quality as I am assuring you this. Package deals can also be done for long-term collaboration as per the client's requirement. Kindly do come on chat so that we can discuss project details further more.
$750 USD trong 2 ngày
5,0
5,0

Hi there, I am a strong fit for this scope because I have delivered structured MVP CRM systems on Bubble with clean data models and scalable architecture. I have hands-on experience building relational databases, linked record views, auto-generated IDs, role-based user relationships, filtered list views, and controlled workflows within no-code platforms. I would implement simple linking as relational references between Clients, Suppliers, Support Cases, and Opportunities, and minimal automation as auto case numbers, assignment notifications, status updates, and basic field validation. I reduce risk by defining the database schema first, building reusable components, and delivering each module in small testable milestones aligned with your 3–4 week timeline and $1000 budget. I am available to start immediately and can provide a concise build plan once we confirm field definitions and user roles. Regards Chirag
$1.125 USD trong 7 ngày
2,5
2,5

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