Web CRM: Leads & Customers

@onkarkulkarni8

Hello, I can help you with "Web CRM: Leads & Customers" as per your given project description. We can discuss more in detail during a chat conversation when you are available. I've worked on many PHP projects in recent times. So I am confident on achieving your expected Goals. Please initiate a communication thread to discuss further and start with the project. ⭐ 5.0/5 from a recent client: "A more professional version: “Excellent work! The job was completed within the committed timeline. Great quality, professionalism, and timely delivery. Highly appreciated and recommended.”" Final timeline and cost will be confirmed in chat after a complete understanding and documentation of the project expectations in detail.

@KayaCreation

Greetings, It looks like you're looking for a custom web-based CRM to help your team manage leads and customer interactions seamlessly. My approach would focus on creating a user-friendly platform that captures leads effectively, integrates communication channels like email and social media, and provides a real-time view of customer relationships. With 10+ years of experience in web development, I can ensure a responsive design that prioritizes functionality. I understand the importance of having a visual pipeline and task reminders, and I’d make sure these features are intuitive and straightforward. I can also provide thorough documentation for easy onboarding and maintenance. One question I have is: what specific features are you envisioning for the integration with social media channels? You can check out my previous work here: https://www.freelancer.in/u/KayaCreation. Best regards, Kaya Creations

@mrresearcher99

Hello, I have 10 years of experience developing CRM and SaaS platforms using Laravel, Node.js, React.js, MySQL, PostgreSQL, and REST APIs. I can build a responsive, browser-based CRM with lead capture, visual pipeline management, drag-and-drop stages, task reminders, role permissions, and complete customer timelines. I would design the system with a maintainable API-first architecture, secure OAuth integrations for email and social channels, and background synchronization for threaded conversations and contact updates. The interface will prioritize fast navigation, responsive layouts, optimized queries, and reliable real-time data handling. I will also structure the deployment for AWS or your preferred cloud host, with documented environment setup, database schema, integration keys, Git source code, and user guidance. I would be glad to discuss the specific email and social platforms you need integrated. Best regards

@protovosolutions

Hello, We would be glad to assist you with this project. Protovo Solutions LLP is an experienced technology and business solutions agency serving global clients since 2016. We have successfully completed projects in custom software development, CRM and ERP customization, SaaS platforms, marketplaces, e-commerce, AI automation, digital marketing, and virtual assistance. Our team has hands-on expertise in Laravel, CodeIgniter, PHP, Node.js, React, Python, WordPress, Shopify, PrestaShop, OpenCart, PerfexCRM, RISE CRM, Odoo, APIs, automation, SEO, data management, and business support services. With more than 100 client reviews on Freelancer, we understand the importance of clear communication, reliable delivery, quality work, and ongoing support. We can review your complete requirements, recommend a practical approach, and execute the work through clear milestones. Relevant work samples and technical details can be shared during our discussion. Please connect with us through chat so we can discuss the requirement and take this forward. Kind regards, Protovo Solutions LLP

@technologiesit

With my company, Prajapat Technologies, you'll be getting an experienced web developer who is well-versed in HTML, Laravel, PHP and much more. Our team has a wealth of knowledge in building custom web applications and content management systems that are scalable and efficient. Not only will I build a solid CRM solution for you, but I'll also ensure it's well-documented for easy maintenance going forward. In terms of your preferred stack, Laravel will be a perfect choice as it aligns within what we're comfortable with. Additionally, our skills in Node JS and Express JS can come in handy should you want to change anything after the project completion. Lastly, our extensive portfolio showcases the range of projects we have successfully delivered and speaks volumes about the quality we promise to offer. We believe your CRM should work flawlessly, guaranteeing speedy loading time even with 1000 concurrent records - something our past clients can vouch for.

@vishal1145

Your email and social integrations will fail under load if you don't implement a webhook queue and rate-limit buffer—most CRM projects hit API throttling within the first month when multiple reps send replies simultaneously. Quick questions - are you planning OAuth2 for Gmail/Outlook, or will IMAP suffice for the email sync? And which social platforms need DM integration—Facebook Messenger, Instagram, LinkedIn, or all three? Here is the architectural approach: - LARAVEL + API INTEGRATION: Build a queued job system using Laravel Horizon to handle bi-directional email sync and social webhooks without blocking the UI or hitting rate limits. - DATABASE DESIGN: Structure a polymorphic activity table that unifies calls, emails, and social messages into one timeline, indexed by contact_id and timestamp for sub-second retrieval at scale. - RESPONSIVE WEB DEVELOPMENT: Deliver a mobile-first interface using Livewire for real-time pipeline updates and drag-drop stage changes that sync instantly across all browser sessions without page refresh. I've built three similar CRMs for sales teams that scaled from 10 to 200 users without performance degradation. Let's schedule a 15-minute technical call to align on your OAuth flow and social-platform priorities before I draft the schema.

@vkrahu

Hi, I understand you need a custom web-based CRM with lead management, visual pipeline, customer timelines, email/social integrations, tasks, follow-ups, and real-time data across devices. We actually have a ready-made CRM solution that already covers many of these core requirements, which means we can customize and integrate it for your workflow instead of building everything from scratch. This can significantly reduce development time and cost while still allowing custom features and integrations. We can adapt the existing solution with your branding, pipeline, roles, email/social integrations, deployment, documentation, and any additional requirements. I have 14+ years of experience with Laravel, PHP, React, APIs, databases, and custom CRM/business applications. I’d be happy to show you the existing CRM and discuss the required customizations. Rahul Kaushik

@mayankinnovative

The bi-directional email sync within 60 seconds is really the technical center of gravity here, not the pipeline UI - threading incoming emails correctly to the right contact, avoiding duplicate contact creation when someone emails from a new address, and keeping reply-in-CRM feeling instant all depend on how the sync architecture is built, not on how polished the drag-and-drop stages look. My approach: I'd handle email integration via IMAP/OAuth webhooks (Gmail API, Microsoft Graph) rather than polling, so incoming messages trigger sync immediately instead of waiting on a scheduled check - that's what actually gets you inside your 60-second window reliably. Contact matching I'd build around normalized email/phone identifiers with fuzzy matching as a fallback, so a lead who emails from a personal address after initially messaging via social DM doesn't create a duplicate profile - that's a common failure point in CRMs built without this in mind. For social DM integration, I'd use each platform's official messaging API (not scraping), queuing outbound replies through the same service layer as email so the timeline view stays unified regardless of channel. I'd lean toward Laravel given the built-in queue system, which fits naturally with webhook-driven sync jobs. Which email providers do your team actually use day to day - mainly Gmail/Workspace, or a mix that includes Outlook too?

@universallinks

Hi I have 8 years plus experience in php and its framework development also have experience in CRM and I am ready to start

@adityakhuman006

With extensive experience in HTML, Laravel, PHP and being proficient in all aspects of API integration, I am your perfect match for building your custom CRM solution. Over the years, I have adeptly developed dynamic websites, robust web applications and efficient backend systems. The deep understanding of CSS has further refined my skill set, allowing me to strike a balance between aesthetics and functionality in an effective manner, which aligns well with your project needs. Additionally, my stronghold over APIs allows me a seamless integration with third-party services, be it social media integrations or payment gateways. As the preferred stack is open—Laravel, Node or Django—I can code in all three languages; however, it's the maintainable and well-documented aspect of a product that drives me. Rest assured that I provide top-notch solutions that not only meet but exceed client expectations. What makes me truly stand out from the rest is not just my technical acumen but a solid commitment to understanding your unique requirements and objectives. Effective communication and collaboration are my strengths, ensuring that there is a constant sync between vision and execution. Besides, being experienced in version control systems like Git assures you 100% satisfaction with teamwork and streamlined development processes. I am eager to deliver a CRM solution that not only caters to your daily tasks but also empowers you by bringing meaningful data insights at your fingertips.

@paruls154

Hi When it comes to developing web-based solutions that power businesses, my 10+ years experience speaks volumes. I've deployed scalable digital solutions for startups and established global enterprises across a range of industries, including retail, fintech, healthcare and hospitality meaning I understand the unique challenges and needs faced by each sector. CRM, ERP, SAAS & Software Projects CRM for CA Firm- https://www.freelancer.com/portfolio-items/11009761-crm-platform-for-ca-and-accounting Hotel booking platform https://www.freelancer.com/portfolio-items/11005202-b2b-hotel-booking-platform-travel Inventory Management https://www.freelancer.com/portfolio-items/11005229-crm-order-and-inventory-management Regards Parul Saini

@Tarang78

Hi! I’m Tarang. I have read your entire project requirements. I will provide a web-based CRM for lead and customer management within your budget. I have more than 12 years of experience and have completed 150+ projects in design and development. I am very interested in this job opportunity. I am available to start immediately and can deliver high-quality work within your timeline. Please join the chat so we can discuss further and get started right away.

@aprkdream

Hi, Your brief calls out I need a custom, web-based CRM that lets my team capture leads, move them through a pipeline, and keep every customer interaction in one place. This needs a production-ready workflow, not a generic quick build. I can take ownership of the backend, integrations, data flow, and release process using PHP, Laravel. I bring 11 years of full-stack development and solution architecture experience. Relevant work includes MitraServices, including vehicle tracking, logistics workflows, and real-time location APIs, where reliable business logic, APIs, database consistency, and operational workflows were central to delivery. I can cover the requested work through: - PHP, Laravel implementation aligned with the stated workflow - Backend APIs, validation, and database design for reliable business processing - Authentication, authorization, and secure handling of application data - Clear error handling, logging, and recovery for failed operations - Third-party API integration and webhook handling where the workflow requires it - Docker/Linux deployment support, environment configuration, and production debugging - Testing of critical paths and edge cases before release - Role-based access, operational dashboard workflows, and audit-ready records - Cloud deployment, monitoring, and CI/CD-ready release configuration I would first map the existing workflow, rules, and integration points, then build in controlled phases with clear testing before deployment. The important part is making the process observable and recoverable in production, not merely getting the first API response working. Is there an existing codebase, API documentation, or preferred deployment environment I should account for? I am immediately available and open to long-term collaboration. Best Regards, Anil Prajapati

@Mayurisharma7619

Dear Client, I can develop your custom web-based CRM with lead management, visual pipeline, customer timelines, email and social media integrations. I have 6+ years of experience in custom web application and CRM development using Laravel, Node.js, and modern web technologies. I can build lead capture forms, drag-and-drop pipeline stages, task reminders, role permissions, contact history, deal tracking, and follow-up scheduling. I can share my relevant CRM and custom web application work links in the chat box. Looking forward to your response on chat box. Thanks.

@arshig8

Hi, I’ve carefully gone through your CRM requirements and can build a clean, browser-based CRM with lead capture, visual pipeline, drag-and-drop stages, tasks, customer timelines, email/social integrations, role permissions, and real-time data. I can use Laravel/Node.js with a scalable database and API architecture, followed by cloud deployment, documentation, and post-launch support. Do you already have preferred email and social platforms for integration? Also, is there an existing CRM/data that needs to be migrated? I can first discuss your workflow in chat, confirm the integrations and provide a clear development plan, timeline, and fixed cost before proceeding. Best Regards, Arshiya

@GobindSawarn

Being a seasoned Website and Mobile Designer and Developer with over 6 years of experience, I have extensive knowledge of API Integration, HTML as well as Laravel, Django and NodeJS - all preferred components for your Web CRM project. I understand that your business values maintaining a clear, organized, and easily accessible sales data pipeline with strong integrations with platforms like email and social media that I can expertly ensure. My goal is to deliver projects that are functional, clean, and offer seamless user experience. This aligns with your requirement of a browser-first CRM accessible from any modern device. Plus, my proficiency in database management ensures that the documentation covering the schema and integration keys will be accurately detailed for your team's ease of use. Lastly, as part of my comprehensive service structure, I provide continuous post-launch support to tackle any bugs or issues thus ensuring a solid product for you. So whether it's capturing new leads, managing them effectively, or tracking customer relationships- I'm here to ensure your CRM is top-notch while smooth sailing on AWS or similar cloud host platform.

@mikes126

Your CRM needs to be built around the interaction timeline, not just another lead table. I’d structure it so a lead can enter the pipeline, move through stages, and have calls, emails, DMs, notes, tasks and follow-ups visible from one contact record. My approach: Laravel/Node + PostgreSQL with a clean API-driven architecture Real-time pipeline with drag/drop stages, filters, reminders and role permissions Bi-directional email sync with threaded conversations and replies from the CRM Social DM integration with automatic contact creation and timeline-based replies Responsive browser UI for desktop and mobile AWS deployment, documentation and 2-week post-launch bug fixing Performance-focused queries/caching so the 1,000-record and <1.5s targets are realistic For the integrations, I’d build webhook/sync handling with retry and deduplication rather than relying on fragile polling alone, while keeping the integration layer modular so additional channels can be added later. Two quick questions: which email provider are you using (Gmail/Outlook/other), and which social platforms need DM integration?

@Tejainfo

Hi, I can build a custom, browser-based CRM tailored to your lead management and customer communication workflow. I have 7+ years of experience with PHP, Laravel, MySQL, JavaScript, API integrations, and responsive web applications. I can develop: Lead capture forms and real-time visual pipeline Drag-and-drop stages, filters, tasks, reminders, and role permissions Complete customer timelines with notes, deal values, and follow-ups Bi-directional email integration with threaded conversations Social-media messaging integration with one-click replies Real-time data accessible across desktop and mobile browsers Secure authentication and scalable database architecture Responsive, clean UI focused on usability and speed AWS/cloud deployment and production configuration I’ll provide the complete source-code repository with Git, setup instructions, database documentation, integration configuration, and a quick-start user guide. I’ll also include two weeks of post-launch bug fixing. I can build this using Laravel + MySQL or another suitable stack based on your hosting and integration requirements, with performance and maintainability kept in focus from the beginning. I’m available to discuss the integrations and workflow and can start immediately. Regards, Ratan lal

@ankits0192

Hello, I understand you need a custom CRM to manage leads, customer interactions, follow-ups, and communication in one reliable platform. I can help build a scalable web CRM with: * Lead capture and visual sales pipeline * Customer profiles and interaction timeline * Tasks, reminders, filters, and role permissions * Email/social API integrations * Responsive dashboard for desktop and mobile * Clean database structure and cloud deployment My approach is to first understand your workflow, design the right architecture, develop the CRM modules, integrate required services, test performance, and provide documentation/support. I have experience with PHP-based web applications, databases, custom features, and API integrations. Laravel would be a strong choice for a maintainable CRM solution. A few questions: 1. Which email and social platforms need integration? 2. How many users will use the CRM initially? 3. Do you need migration from an existing system? I can provide clear communication, structured milestones, and post-launch support. Looking forward to discussing your project. Best regards, Ankit