Extend & Scale Internal CRM

₹12500-37500 INR

Closed

Posted 10 days ago

₹12500-37500 INR

Paid on delivery

I already have a working in-house CRM built with [login to view URL] and Supabase, but two key areas now need to grow with the business: the Client & Investor Database and our Workflow Automation engine. Here is what I need tackled first: • Client & Investor Database – add lightning-fast search across all fields and roll out advanced reporting dashboards so my team can slice data by custom cohorts, funding stage, geography, and any future fields we define. • Workflow Automation – bake in task assignment with real-time status tracking, then connect the engine to external tools (Slack, Gmail, and a calendar API are top priorities) so actions flow automatically from one platform to another. The current stack is [login to view URL] on the front end, Supabase for auth and data, and a small sprinkling of serverless functions. I’m open to Firebase for specific modules, and I’d like to layer in AI services (OpenAI or similar) for voice transcription and smart suggestions without disrupting existing code. Clean, well-commented TypeScript is a must. Architecture should remain modular so new micro-features drop in without rewrites. Hand-over documentation, unit tests, and a CI/CD pipeline are part of the brief because long-term stability matters as much as shipping fast. Commercials will follow the structure already pencilled in: an initial build budget of about ₹1 lakh, then a monthly retainer for ongoing maintenance and feature rollouts. If you’ve previously shipped internal tools for startups and can commit to iterative releases, let’s discuss the roadmap and milestones.

Project ID: 40428176

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Active 5 days ago

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41 freelancers are bidding on average ₹27,358 INR for this job

@vertechsolutions

Hi, I can fix your Extend & Scale Internal CRM I've solved this exact problem many times. Here is what I will do: • Add fast global search and reporting dashboards for custom cohorts, funding stage, geography, and future fields. • Build task assignment with live status tracking, plus Slack, Gmail, and calendar API automation. • Keep everything modular in clean TypeScript, with tests, docs, and CI/CD ready for smooth growth. 10 days free support after delivery Milestone-based payment Reply "YES" and Best regards, syed ribal

₹37,500 INR in 3 days

5.0

(1 review)

2.0

@pallavbansal2

Hello, Your project presents a unique challenge with the need for a lightning-fast search and robust reporting capabilities within your Client & Investor Database. Given that dynamic data slicing will be essential for your team's efficiency, we must prioritize indexing strategies in Supabase to optimize query performance while ensuring that the architecture remains modular for future scalability. To kick off, I'd focus on implementing the advanced reporting dashboards first, as they will provide immediate value and insights for your team. This approach allows us to validate our data models early on and refine them based on actual usage before diving into the more intricate workflow automation features. Additionally, I understand you want seamless integration with external tools like Slack and Gmail; I'll ensure we leverage APIs effectively while maintaining clean TypeScript code throughout. You mentioned a budget of ₹1 lakh and ongoing maintenance; I'm ready to align with that structure. Have you already identified specific cohorts or fields that need prioritizing in the initial database design?

₹12,540 INR in 28 days

5.0

(1 review)

1.4

@shahidhabib791

Hello, I can build a high-performance and scalable e-commerce platform using React.js and modern JavaScript that supports 10,000–20,000+ products with a fast, mobile-first and minimalist design focused on user experience and conversions. The system will include a custom admin panel for managing products, inventory, customers, orders, returns, and bulk imports with optimized performance for large datasets without delays or timeouts. I will integrate secure payment gateways including Razor Pay, PayPal, Ponape, and UPI, along with an automated shipping system for rate calculation, label generation, tracking updates, and return management. The platform will also include native AI features such as smart search, product recommendations, and basic merchandising logic for improved sales performance. Additionally, I will implement SEO controls, email marketing tools, and direct integrations with Google, Facebook, Instagram, Pinterest, and YouTube for product feeds and tracking. The system will be fully GDPR-compliant with clean, maintainable code and proper documentation. I will ensure 90+ Lighthouse performance scores on mobile and desktop, complete end-to-end testing of checkout, payment, and refund flows, and deliver the source code via a private Git repository with setup instructions. best regards Habib Ullah

₹25,000 INR in 7 days