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I need a desktop-based CRM that keeps my entire customer journey in one place. The core of the app is straightforward contact management: add, edit, tag and search records quickly, with bulk import/export so my existing CSV files drop straight in. On top of that, I rely on structured call follow-ups. Each contact should carry a timeline that lets me schedule the next call in just a click, trigger reminders at the right moment and mark outcomes so I can see what still needs attention. WhatsApp is how many of my clients prefer to talk, so native WhatsApp API integration is non-negotiable. I want to send and receive messages from inside the CRM, and keep a full chat history synced to each contact’s record—no jumping between windows. To give me a clear picture of performance, the system must generate simple, filterable reports and dashboards. I also need email and calendar integration so meetings, tasks and follow-ups appear automatically in my usual workflow. Deliverables • Desktop application (Windows; cross-platform is a plus) with installer and full source code • Contact module, call follow-up scheduler and reminder engine • WhatsApp API connectivity with chat sync aligned to contacts • Built-in reporting & analytics, email hook-up and calendar sync • Database schema, setup guide and brief user manual Acceptance criteria 1. I can import a sample CSV and see contacts instantly. 2. Creating a follow-up populates my calendar and triggers a desktop alert at the set time. 3. A WhatsApp message sent from the CRM appears both in the app and on my phone in real time. 4. The “Calls Due Today” report updates automatically and exports to PDF without errors. Use any stack you prefer—Electron, .NET, Java, Python or another—provided the final build is stable, the code is well commented and installation is painless for a non-technical user.
Project ID: 40509003
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20 freelancers are bidding on average ₹1,791 INR for this job

Hi there, You’re not just asking for a CRM, you’re trying to stop follow-ups, WhatsApp chats, and reporting from living in separate places. That hidden friction is exactly what I’d design around. I’ve built web apps, dashboards, API-driven systems, and CRM-style workflows in PHP, MySQL, JavaScript, and Python, and I can turn this into a stable desktop CRM with a clean installer and well-commented source. I’d structure the contact timeline, reminders, CSV import/export, reporting, and real-time WhatsApp sync so every interaction stays attached to the right customer record. 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. Could you share which WhatsApp API provider you want to use, and whether email/calendar sync should target Google Workspace, Outlook, or both? Also, do you want the desktop app to work fully offline with local storage, or always connected to a central database? Looking forward to your reply so we can finalize the exact plan. Thanks, Asad
₹1,165 INR in 10 days
5.7
5.7

✋ Hi, there. I can build your desktop CRM with contact management, call follow-ups, WhatsApp messaging, reports, email, and calendar sync. ✔️ I have strong experience developing CRM systems, desktop apps, database-driven tools, reminder engines, CSV import/export, WhatsApp API integration, reporting dashboards, and calendar workflows. I recently built a similar customer management app with contact timelines, scheduled follow-ups, message history, PDF reports, and role-based data handling. ✔️ I can build this using Electron, .NET, or Python depending on your preferred setup, with a local SQLite/MySQL database and clean installer for Windows. The CRM will include contact tags, search, bulk CSV import/export, call scheduling, desktop alerts, outcome tracking, WhatsApp send/receive sync, email connection, calendar events, and filterable reports. ✔️ I will also provide the database schema, source code, setup guide, and short user manual so the system is easy to install and manage. Please click the Chat button so we can discuss WhatsApp API access, calendar provider, and the best desktop stack. Looking forward to working with you! Best regards, Mykhaylo
₹1,050 INR in 7 days
5.0
5.0

As a seasoned Full-Stack Developer with over 12 years of experience, I understand the critical need for a seamless CRM that consolidates your customer journey. Your emphasis on efficient contact management, structured call follow-ups, and robust WhatsApp integration highlights the growing demand for streamlined communication tools in today's business landscape. I propose developing your desktop CRM using technologies like Electron for cross-platform compatibility and Node.js for backend functionality. For WhatsApp integration, I'll leverage the native API to ensure real-time message syncing and adherence to your workflow requirements. Additionally, employing Firebase can enhance database management and reporting capabilities. Your acceptance criteria are clear; I will prioritize importing contacts effortlessly, implementing an intuitive calendar sync feature for follow-ups, and guaranteeing stable performance across the application. To better tailor the solution to your needs, could you please elaborate on any specific reporting metrics or analytics you'd like to focus on within the dashboard?
₹1,500 INR in 7 days
4.6
4.6

With my comprehensive experience in software development and AI integration picked from my tenures at Google and Apple, I am confident in delivering a stellar desktop-based CRM to meet your specific needs. From extracting data to generating detailed insights, my skills in API Integration, Database Management, Java, and Python stand primed to flawlessly align and automate your customer journey. Also, you can expect clean codes and a painless installation process. Your core need for structured call follow-ups is appreciated as I understand how crucial it is to stay on top of your client interactions. Thus, I assure you that each of your contacts will carry a detailed timeline with reminders and outcomes to facilitate your engagements effectively. Moreover, my proficiency in C# programming ensures that generating insightful reports and dashboards would be filterable, simple, and seamless. Considering the gravity of WhatsApp in your communication structure with clients, it's non-negotiable-API integration where WhatsApp conversations sync real-time between the CRM-window and your phone will be our highlight feature. Lastly, let me assure you that considering my experience with big tech companies like Google and Apple, I am well-versed in delivering meticulous end-to-end projects professionally complemented with a reliable communication line throughout the project relationship.
₹1,050 INR in 7 days
3.9
3.9

Hi, I’m a Java developer with strong experience in desktop application development, CRM systems, and third-party integrations, and I can build a Windows-based CRM in Java that centralizes customer management, follow-ups, and communication workflows. ✅ Relevant Expertise ✅ Java (8–21) & JavaFX/Swing ✅ Desktop application development ✅ MySQL/PostgreSQL/SQLite ✅ WhatsApp API integration ✅ Calendar & email integrations ✅ Reporting, PDF generation & dashboards ? How I Can Help • Build a desktop CRM with contact management, tagging, search, and CSV import/export • Implement call follow-up scheduling, reminders, and activity timelines • Integrate WhatsApp API with contact-linked chat history • Add email/calendar synchronization and automated reminders • Create reports, dashboards, and PDF exports ✔ Deliverables ✔ Windows desktop application with installer ✔ Full source code and database schema ✔ WhatsApp, email, and calendar integrations ✔ Reporting & analytics dashboard ✔ Setup guide and user documentation I have experience building Java desktop business applications, CRM-style systems, reporting modules, and API integrations, with a focus on clean architecture and long-term maintainability. Ready to discuss the WhatsApp provider and project timeline. Best regards, Abhay
₹1,500 INR in 7 days
3.7
3.7

Hi, I have experience building desktop CRM and business automation systems using C#/.NET and SQL Server, including customer management, scheduling, reporting, and API integrations. I can develop a stable desktop CRM tailored to your workflow with contact management, CSV import/export, call follow-up scheduling, desktop reminders, WhatsApp API integration with full chat history sync, and email/calendar connectivity. The system will also include reporting dashboards, PDF exports, and searchable timelines. I focus on clean architecture, simple installation, and well-documented code so future upgrades and maintenance remain easy.
₹2,000 INR in 7 days
3.1
3.1

Hey There, I went through your project and understand that you need a desktop CRM with WhatsApp integration to manage customer communication, contacts, leads, and business workflows efficiently. I have good experience in CRM development, WhatsApp API integration, desktop applications, database management, and automation systems. I can build a reliable, user-friendly CRM with seamless WhatsApp communication, contact management, and scalable architecture for future enhancements. I will provide the best solution according to your budget and ensure clean code, smooth functionality, and clear communication throughout the project. Thanks, Rohit
₹1,050 INR in 7 days
1.0
1.0

As a seasoned and passionate full-stack developer with 5 years of experience, I am well-equipped to bring your vision of a Desktop CRM with WhatsApp Integration into reality. My wide-ranging expertise in various tech stacks, including .NET, Java, and Python, allows me to select the perfect solution that suits your unique needs while ensuring stability, efficiency, and user-friendliness throughout. One of my top priorities is to provide you with exceptional functionality. I understand the importance of having a streamlined contact management system and seamless integration with WhatsApp for effective communication - it's not just about keeping everything in one place but making every interaction fluent. With a native approach and my flair for API integration, I'll ensure that all your messages sync in real-time and are stored alongside individual contacts' records within the CRM, minimizing any window-switching hassle. To keep you on top of your game, my focus will also be on delivering insightful analytics and reporting tools. As needed, I will incorporate email/calendar integration features that automatically synchronize meetings, tasks, and follow-ups within your existing workflow. Making complex data accessible through simple filters aligned with your tailored preferences is something that I pride myself on. Providing stable deliverables with well-commented code and easy installation process is a sine qua non of my work philosophy.
₹1,000 INR in 7 days
0.0
0.0

I can offer a reliable and results-driven approach to your project. Your need for a clean, professional, user-friendly CRM with seamless WhatsApp API integration and automated call follow-ups is clear. I understand the importance of an integrated system that handles contact management, reminders, synchronized chat, and real-time reporting. I bring strong expertise in desktop application development using Electron and .NET, delivering well-commented, stable code with smooth installation. While I am new to freelancer, I have tons of experience and have done other projects off site that involved similar integrated solutions. I would like to chat more about your project! Regards, Andiswa Ngqika
₹700 INR in 14 days
0.0
0.0

I can build a Windows desktop CRM with contact import/export, tagging, search, call follow-up reminders, WhatsApp API chat sync, reports, email/calendar integration, installer, source code, database schema, and user guide.
₹1,500 INR in 7 days
0.0
0.0

Hello, I can build a desktop CRM that centralizes contacts, follow-ups, WhatsApp communication, reporting, and scheduling in one easy-to-use application. My approach would be to develop a stable Windows desktop application using Python with a structured database and API integrations. The CRM will support contact management, CSV import/export, tagging, advanced search, follow-up tracking, reminders, and complete customer timelines. Features: • Contact management with bulk CSV import/export • Follow-up scheduler with desktop reminders • Contact activity timeline and call outcomes • WhatsApp API integration with real-time chat sync • Email and calendar integration • Calls Due Today dashboard • Filterable reports and PDF export • Secure database with full source code The system will meet all acceptance criteria, including instant CSV imports, calendar event creation, desktop alerts, WhatsApp message synchronization between CRM and phone, and automated reporting. Deliverables: ✓ Desktop application with installer ✓ Full source code ✓ Database schema ✓ Setup guide and user manual ✓ Reporting dashboard ✓ WhatsApp, Email, and Calendar integrations I have experience with Python development, API integrations, databases, automation systems, and business workflow applications. I would be happy to discuss the preferred WhatsApp provider and reporting requirements. Best Regards, Sahil
₹1,000 INR in 7 days
0.0
0.0

Hi, I have reviewed your requirement and can deliver a stable desktop CRM that unifies contact management, call follow‑ups, WhatsApp messaging, and reporting in one place. With experience building Java, JavaFX, and Spring Boot applications, I’ve successfully developed web and desktop solutions, puzzles, and enterprise systems. Core Features: - Contact module with bulk CSV import/export, tagging, and search - Call follow‑up scheduler with reminders and outcomes tracking - Native WhatsApp API integration for in‑app messaging and synced chat history - Reporting & dashboards with filters, PDF export, and analytics - Email and calendar sync for seamless workflow Deliverables: - Windows installer + full source code - Database schema, setup guide, and user manual - Demo confirming CSV import, call alerts, WhatsApp sync, and reporting I can ensure a smooth installation, well‑commented code, and pixel‑perfect functionality aligned with your acceptance criteria. Best regards, Siddu
₹2,000 INR in 5 days
0.0
0.0

Hi, I have reviewed your requirements and can deliver a stable desktop CRM that unifies contact management, call follow‑ups, WhatsApp messaging, and reporting in one place. With 6+ years of experience as a Java full‑stack developer, I’ve successfully built desktop applications, enterprise systems, and productivity tools using Java, JavaFX, Spring Boot, and modern design patterns. Relevant Projects: - Messaging Service Development (multi‑channel logistics) - JavaFX Finsuite Pharma Retail system - Lending Tree enterprise solution - Hot Desking Management System - Employee Productivity Tracker - Automatic URL/Link Loader from web pages & databases Core Features: - Contact module with bulk CSV import/export - Call follow‑up scheduler with reminders & outcomes tracking - Native WhatsApp API integration with synced chat history - Reporting & dashboards with filters, PDF export, analytics - Email and calendar sync for seamless workflow Deliverables: - Windows installer + full source code - Database schema, setup guide, and user manual - Demo confirming CSV import, call alerts, WhatsApp sync, and reporting I can ensure smooth installation, well‑commented code, and pixel‑perfect functionality aligned with your acceptance criteria. Best regards, Siddu
₹10,000 INR in 10 days
0.0
0.0

Hello, I have reviewed your CRM requirements and can develop a robust desktop-based CRM application that centralizes your entire customer journey in one platform. The solution will include contact management with CSV import/export, advanced search and tagging, call follow-up scheduling with reminders, WhatsApp API integration with real-time chat synchronization, reporting dashboards, email integration, calendar synchronization, and PDF export functionality. The application will be designed with a user-friendly interface and optimized for non-technical users. I will provide the complete source code, installer package, database schema, setup documentation, and user manual. The system will be thoroughly tested to ensure all acceptance criteria are met, including real-time WhatsApp messaging, automated follow-up reminders, calendar integration, and report generation. Proposed Timeline: 6-8 weeks Technology Stack: Electron/.NET/Python (based on your preference) Deliverables: • Desktop application with installer • Complete source code • Database schema and documentation • User manual and setup guide • Post-deployment support I am confident in delivering a stable, scalable, and well-documented CRM solution that meets your business requirements and future growth needs. Looking forward to discussing the project in detail. Best Regards, BigwingX Solutions Software Development & IT Services
₹1,000 INR in 40 days
0.0
0.0

Hi! I specialize in Python + WhatsApp integrations and have built WhatsApp connected systems before. For your CRM I will build: ✅ Contact management system ✅ WhatsApp integration for messaging ✅ Customer journey tracking ✅ Simple clean desktop interface ✅ Python + Flask based Delivery: 2 days Ready to start today! Piyush
₹1,200 INR in 2 days
0.0
0.0

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Member since Jun 12, 2026
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