Email Handling Projects

opportunity

UK B2B Data Scraping

We need a UK B2B data scraping expert to extract business contact details from public online directories. Target sectors: Construction and building contractors, car dealerships, solar and renewable energy companies, estate and letting agents, recruitment agencies, aesthetics and cosmetic clinics, mortgage brokers and financial advisors, double glazing and home improvement companies, plumbing, electrical and HVAC contractors, security companies, waste management and skip hire, dental practices and private healthcare, hotels and hospitality businesses, solicitors and law firms, personal injury and no win no fee solicitors, gyms and fitness studios, driving schools and training companies. Target criteria: UK limited companies only, nationwide, with an estimated 10 or more employees or staff. Data points required for each business: Business name which must be a Limited company, decision maker name and job title where available, mobile phone number, email address, website URL, Facebook URL, sector, link to where information was obtained. Important requirements: All phone numbers must be checked against the TPS and CTPS registers before delivery. Any numbers registered on TPS or CTPS must be removed from the final list. Data must be delivered as a clean CSV file with no duplicates, ready to import into Pipedrive CRM. Phone numbers must be mobile numbers which begin 07 in the UK. Volume: Please state in your proposal how many records you can deliver and at what cost. Please confirm in your proposal: That you are familiar with UK GDPR requirements for B2B outbound calling data, and that all data will be sourced from publicly available sources only. Thanks

I need someone to populate a spreadsheet for me

**Project: Contact Research & Data Enrichment — 163 B2B SaaS Companies** **Overview** I have a spreadsheet of 163 companies that exhibited at Accountex London / FD Show 2026 (13-14 May, ExCeL London). All are B2B software, SaaS, fintech or technology companies operating in the UK accounting and finance sector. I need the spreadsheet enriched with key decision-maker contacts at each company. **What I need per company (where findable):** - CEO / Founder — Full name + LinkedIn URL - Head of Sales / VP Sales / Sales Director — Full name + LinkedIn URL - Head of Marketing / VP Marketing / Marketing Director — Full name + LinkedIn URL If a company is small (under 20 people), the CEO may cover all three — that's fine, just note it. **Deliverable** The same Excel spreadsheet returned with the three contact columns populated. LinkedIn URLs are the priority — email addresses are a bonus if you have access to a tool like Apollo or Hunter. **Source** LinkedIn is the primary source. Please use current job titles — we only want people in role now, not historical. **Volume** 163 companies. Some are large (Sage, Xero, Workday, Intuit) — for these, focus on the UK Head of Sales and UK Head of Marketing specifically, not global titles. **Timeline** 48–72 hours preferred. **Budget** Please quote based on your experience with similar data enrichment projects. Fixed price preferred. **Important** Quality over speed. A contact that's wrong or out of date is worse than a blank cell. If you can't find a confident match for a role, leave it blank rather than guess.

opportunity

"Senior Amazon Brand Store Operator

A Screaming Eagle LLC is a heritage publishing brand launching on Amazon in July 2026. We hold the registered BAND OF BROTHERS™ trademarks in Class 16 and Class 25 (USPTO serials 99744587 and 99744589). The launch is anchored to the 25th Anniversary Symposium at the National WWII Museum, New Orleans, July 31–August 1, 2026. The business is built around the documented WWII combat artwork and memoir of T/Sgt. Burton P. "Pat" Christenson, Easy Company, 506th PIR, 101st Airborne — the unit Stephen Ambrose immortalized in Band of Brothers. The book opens with Major Dick Winters' personal letter confirming Pat as second man out the door behind Winters on the Normandy jump. The drawings were exhibited at the 2001 Hollywood Bowl HBO premiere and are independently valued in the millions. Stephen Ambrose called them "priceless." This is not a typical Amazon catalog launch. It is a bestseller-quality book launch with a coordinated 230-design premium catalog rollout, backed by registered trademarks and a 400+ million-viewer audience for the source material. First-year business projection: $1M to $6M gross revenue depending on execution. LOCKED LAUNCH DATES — NON-NEGOTIABLE CONTRACT TERMS — July 1, 2026: Marketing infrastructure live. Brand Registry submitted, book listing optimized, A+ Content deployed, Author Central built, Amazon PPC running. — July 15, 2026: Book live on Amazon. — August 15, 2026: Full catalog live. 230 designs — 86 Heritage Line apparel and 100 Classic Line apparel via Printful, plus 44 Heritage Prints via Prodigi. Full parent-child variation architecture, ~10,000–21,000 SKUs. — August 30, 2026: 6-page Brand Store live. Tiered A+ Content (30 Premium custom, 60 Standard, 140 Basic shell). — August 30–September 29: Intensive PPC management across full catalog. COMPENSATION We are open to proposals from senior operators across a range of engagement values. Quote what you genuinely need to deliver exceptional work on the locked timeline. Our engagement structure is fixed-price milestones tied to deliverables. We do not work with open-ended retainers or hourly billing during launch. Plus an ongoing monthly retainer beginning October for PPC optimization and catalog health. Underbidding to win the contract and then reducing scope is not acceptable. WHO WE WANT A senior Amazon Brand Store operator or specialty publishing agency that: — Has personally built multi-page Brand Stores at scale — Has launched books on Amazon at bestseller-quality positioning — Has handled parent-child variation architecture at 5,000+ SKU scale — Has worked with Printful and Prodigi POD integration — Can commit full-time for the four-month launch window — Delivers daily written updates — Treats the engagement as a craft, not a task list WHO WE DO NOT WANT — Generic operators who treat the book as another listing — Open-ended retainer or hourly billing during launch — Junior operators learning at our scale — Agency wrappers that hand work to unnamed team members — Operators who require a call before delivering written diagnostics — Anyone who cannot commit to the three locked dates PROPOSALS MUST ADDRESS ALL FIVE ITEMS IN WRITING Brand Store credentials: 2–3 live URLs you personally built, with specific scope per URL (lead operator vs. supported as part of a team) Book launch experience: specific books launched on Amazon, with results if available Variation architecture: largest SKU count you have personally deployed with parent-child architecture, category, and live URL if possible Book positioning: how would you frame the editorial pedigree (developmental editor Dr. Katherine Wilson, PhD; Winters' opening letter; the drawings' 2001 Hollywood Bowl provenance with Stephen Ambrose's "priceless" endorsement; BAND OF BROTHERS™ trademark protection) in the Amazon listing copy, A+ Content, and Brand Store narrative? Be specific. Your fixed-price quote broken into milestones tied to the deliverables above, plus proposed monthly retainer beginning October. Proposals without all five items will not be considered. Templated proposals with generic Amazon marketing language will be declined immediately.

Part-Time Sales & Enquiry Follow-Up Specialist

I run a growing UK driving school and driving instructor training business. We are looking for a reliable, professional sales person to help manage and convert enquiries from people interested in becoming driving instructors. This is not a hard-sell role. We need someone who can follow up quickly, ask good questions, explain the opportunity clearly, build trust, and help suitable candidates move to the next stage. Main responsibilities Respond to new instructor training enquiries Follow up by phone, email and WhatsApp Explain our driving instructor training pathway clearly Qualify candidates using a simple checklist Send information packs Book suitable candidates into a call Keep clear notes on every enquiry Follow up with leads who have gone quiet Help improve scripts, messages and follow-up processes Work with our CRM/project management system once trained You should be good at Speaking confidently on the phone Building rapport quickly Following a clear sales process Asking questions without sounding scripted Handling objections calmly Keeping accurate notes Following up consistently Working independently Communicating clearly with the business owner Experience that would help Sales calls Lead follow-up Appointment setting Recruitment sales Training/course sales Education sales Franchise or self-employment opportunity sales CRM or pipeline management Experience in the driving industry is not required. We can train you on the offer. What we are selling We train people to become driving instructors. Many people like the idea of becoming an instructor, but they are unsure about the process, the costs, the earning potential and whether it is right for them. Your job is to help them understand the opportunity and move suitable candidates to the next stage. Hours and pay Starting at 5–10 hours per week £25–£40 per hour depending on experience Remote role UK-based preferred Initial paid trial before ongoing work Possible bonus structure once the role is working well Trial task Before offering ongoing work, we would like to run a short paid trial. The trial may include: Reviewing our current enquiry follow-up process Making a small number of follow-up calls Sending follow-up messages Keeping notes on each lead Suggesting improvements to the sales process To apply, please send Your hourly rate Your sales experience Any experience with lead follow-up or appointment setting What CRM or sales systems you have used An example of a sales process you have worked in Whether you are comfortable making phone calls Your availability each week Whether you are happy to complete a paid trial task The right person The right person will be calm, organised, professional and consistent. We do not want someone who is pushy or overly aggressive. We want someone who can represent the business well, follow up properly, and help suitable people take the next step.

opportunity

Mobile App Developer Needed for Premium AI-Powered Coaching App

We are looking for a serious, experienced mobile app developer/team to build a premium mobile app from a completed Figma design. The app is an AI-powered coaching / guidance app with a strong focus on daily user interaction, structured onboarding, chat-based AI experience, push notifications, subscriptions, and user progress tracking. This is not a simple static app. We need someone who understands: mobile app development AI API integration backend systems user data / memory subscriptions push notifications clean scalable architecture The full UI/UX design will be provided in Figma. Core Features Required The app will include: User registration / login Multi-step onboarding flow AI-powered chat / mentor experience User profile and stored preferences Daily content / daily task system Push notifications Progress tracking Subscription paywall Payment integration Admin/backend logic for managing content and user data Clean API structure Mobile-first implementation AI Functionality The app will use AI to provide personalized guidance based on user inputs and interaction history. We are not looking for a basic chatbot only. The AI system needs to: respond based on user context remember important user information adapt responses over time support structured conversations generate short, useful, personalized outputs Please mention if you have experience with: OpenAI API Claude API AI memory / context handling prompt engineering AI chat apps Preferred Tech Stack We are open to your recommendation, but preferred options are: Mobile: Flutter preferred or React Native if you strongly recommend it Backend: Node.js / Django / Laravel / Supabase — open to suggestions Database: PostgreSQL / Firebase / Supabase Notifications: Firebase Cloud Messaging / OneSignal Payments: Apple In-App Purchases Google Play Billing Stripe only if suitable for web/admin side Important Requirements We need a developer who can: follow Figma accurately build clean, maintainable code communicate clearly understand product logic, not just screens suggest smart technical solutions work in milestones test properly before delivery This app must feel polished and premium. Performance, animations, transitions, and timing matter. What We Will Provide Full Figma design Product flow Feature explanation Visual direction Content examples Clear feedback during development Deliverables We expect: iOS + Android app Backend/API AI integration Push notifications Subscription/payment setup User database Admin/content management if required Testing App Store / Play Store ready build Clean handover documentation To Apply, Please Answer These Questions Please do not send a generic proposal. Answer clearly: What tech stack would you use for this app and why? Have you built AI chat or AI assistant apps before? How would you handle AI memory/user context? Have you implemented Apple In-App Purchases / Google subscriptions before? How would you structure the backend? What would be your estimated timeline? What would be your estimated budget? Please share 2–3 relevant mobile apps you personally built. Important We are not looking for the cheapest developer. We are looking for the right person/team who can build this properly. If you only build basic apps or template apps, this is not the right project. If you understand AI apps, subscription products, clean mobile UX, and scalable backend logic, we would like to hear from you. Budget Please send your proposal with: fixed price estimate or milestone-based pricing We are open to discussing the right structure after reviewing your experience.

Marketing Assistant - 10 Hours per week - UK Based

About the Role We’re looking for a proactive and detail-oriented Marketing Assistant to support a fast-growing training and coaching business. This is a varied role - working alongside our Marketing Manager - ideal for someone who enjoys both creative and administrative tasks, and thrives in a dynamic, fast-paced and high-performance environment. You’ll play a key role in supporting marketing activity, content delivery, and event coordination - helping ensure everything runs smoothly behind the scenes. ---------- Key Responsibilities Social Media & Content Support - Schedule and manage social media content across platforms (LinkedIn & Instagram) - Assist with content creation (e.g. formatting posts, captions, basic design edits) - Repurpose existing content into different formats (e.g. turning videos into posts) Marketing & Admin Support - Provide administrative support for marketing campaigns and launches - Assist with email marketing setup and scheduling (where required) - Maintain organised systems and files Events & Workshops - Support the coordination of both online and in-person events, workshops, and programmes - Manage attendee lists, communications, and logistics - Assist with post-event follow-ups Ad Hoc Support - Provide flexible support across the business as needed - Help keep projects on track and deadlines met -------- About You We’re looking for someone who is: - Highly organised with strong attention to detail - A clear and confident communicator with excellent written English - Proactive and able to take initiative without constant direction - A strong critical thinker who can problem-solve and make sound decisions - Comfortable managing multiple tasks and priorities - Tech-savvy and quick to learn new tools - Video editing skills appreciated but not necessary Desirable (but not essential) - Experience with social media scheduling tools - Familiarity with the Canva platform - Previous experience supporting events or online programmes - Video editing experience Why Join Us? - Flexible, remote working - Opportunity to work within a high-performance, purpose-driven and exciting brand - Varied role with scope to grow and develop -------- If this sounds like a great fit, we’d love to hear from you. Even if you are just starting out in marketing, but have some of the skills and experience listed, don't hesitate to get in touch. Please send us a proposal with a bit of information about you and your background, as well as your availability. UK Based only, unless you are a native/fluent English speaker based abroad, but willing to work UK hours.

Project Manager

Who We Are We are a newly established, fast growing software startup with a strong focus on AI powered solutions. We build intelligent tools ranging from LLM based applications to automated decision engines for clients who want to leverage cutting edge technology without the usual complexity. We are lean, move quickly, and every team member shapes our direction. The Role We are seeking a Project Manager to take full ownership of client relationships, project execution, and developer oversight. Because our work involves AI integrated software, you do not need to be an AI engineer, but you must be comfortable managing projects where requirements can evolve as models are tested and refined. You will be the single point of accountability for on time, on scope delivery, and for keeping clients confident throughout. You must be available during U.S. Eastern Standard Time (EST) business hours. Exceptional English communication skills are non negotiable. You will lead client calls, manage expectations, and navigate ambiguity with clarity and poise. What You Will Do Client Relations (High Priority) Act as the primary, trusted point of contact for all clients. Lead discovery sessions, status meetings, and requirement gathering calls, especially for AI features where behavior may be probabilistic rather than deterministic. Translate client needs into clear, actionable specifications for developers. Manage scope changes, expectations, and tough conversations around budget, timeline, and trade offs. Developer and Project Oversight Supervise and support the developers assigned to your projects, including those working on AI model integration and backend or frontend systems. Prioritize the backlog, assign tasks, and ensure developers have what they need to succeed. Track sprint progress, remove blockers, and maintain delivery momentum. Ensure code reviews, testing, model evaluation, and deployments happen on schedule. Operational Management Set up and maintain project tracking tools such as Slack, Jira, or ClickUp. Create and maintain project roadmaps, timelines, and documentation. Proactively identify risks, particularly around AI performance, data dependencies, or API limits, and communicate them to leadership and clients. Continuously improve our delivery processes as we scale. What You Must Have Availability to work U.S. Eastern Standard Time (EST). This is non negotiable. Exceptional English communication skills. You speak and write clearly, confidently, and professionally in client facing situations. Three or more years of experience as a Project Manager in software development, whether in an agency, startup, or B2B tech environment. Proven experience managing developers and overseeing multiple concurrent projects. Strong understanding of Agile and Scrum methodologies. Ability to say no professionally, push back on scope creep, and manage competing priorities. Self sufficiency. You do not wait for instructions; you create structure where none exists. Comfort with AI related uncertainty. You understand that AI features may require iteration, testing, and managing client expectations differently than deterministic logic. Nice to Have (Not Required) Experience working on projects involving LLMs such as OpenAI or Anthropic, open source models, vector databases, or AI evaluation pipelines. Experience working in a fast growing startup, especially under two years old. Basic technical familiarity. No coding required, but comfort with APIs, JSON, or prompts helps. Experience with contract statements of work or change orders. How to Apply Your application must include all three of the following: Your resume A cover letter of three to four paragraphs explaining: Your experience managing both clients and developers. A specific example of a project you saved from going off the rails. Confirmation that you can work U.S. EST hours. A Loom video of approximately five minutes in length. No exceptions. In the video, walk us through your career background and relevant experience. Highlight specific project management wins, how you handle client communication, your approach to leading developers, and any exposure to AI projects if applicable. Speak as if you are in a client meeting: clear, confident, and professional. We are growing fast. We need a Project Manager who can grow with us, especially as we dive deeper into AI powered products. Show us who you are, on camera and on paper.

opportunity

UAE B2B Consultant | Healthcare Sector | Short-Term Engagement

Summary A UAE-based early-stage healthcare venture is seeking an experienced healthcare commercial consultant for a short-term project. The work involves identifying decision-makers at independent UAE healthcare providers, conducting outreach, and running structured discovery conversations with senior decision-makers. Further details on the venture will be shared with shortlisted candidates under NDA. **Scope of Work** - Source decision-makers from a directory of UAE-licensed healthcare facilities (provided). Identify owner-physicians, MDs, operations heads, or BD leads at qualified providers. Selection criteria will be provided. - Conduct outreach via phone, email, LinkedIn, or WhatsApp to secure initial conversations. - Target provider types: independent GP and family medicine clinics; polyclinics and multi-specialty clinics; home healthcare operators; independent labs; independent radiology and imaging centres; pharmacies; preventive health, functional medicine, or wellness clinics. - Out of scope: large hospital groups, chain branches of large operators, government facilities, and insurance companies. - Run 12 structured discovery conversations (approximately 20–30 minutes each) with qualified decision-makers, using a conversation guide we will provide. - Document each completed conversation in a structured writeup template (one page per call). Capture signal markers, key concerns raised, and recommended next steps. **Deliverables and Payment** - Total fixed price: USD 2,750 (approximately AED 10,000) - Milestone 1 — USD 550: Directory filtered, selection criteria applied, 20+ decision-makers identified with contact details, outreach commenced - Milestone 2 — USD 1,100: 6 completed and documented discovery calls delivered - Milestone 3 — USD 1,100: Remaining 6 completed and documented discovery calls delivered, bringing total to 12 - Payment is for completed and documented calls, not for outcomes. A documented "no" is as valuable as a "yes" if it captures clear reasoning. - Quality of writeups will be reviewed before each milestone is approved. **Candidate Profile — Required** - 3+ years commercial experience in healthcare, pharma, medical devices, or diagnostics, including direct engagement with provider decision-makers - Confident running 20–30 minute conversations with senior decision-makers - Strong spoken and written English - Reliable, organised, comfortable working independently with weekly check-ins - Comfortable operating under NDA **Candidate Profile — Strongly Preferred** - Prior experience specifically in UAE healthcare - Existing familiarity with UAE healthcare provider landscape - Conversational Arabic - Track record of consultative selling or qualification calls (not pure cold calling) **Not Required** - Clinical or medical qualification - Deep healthcare technical knowledge — conversation guide will be provided **What We Provide** - 2-page briefing on the venture (shared after NDA signed) - Directory of UAE-licensed healthcare facilities - Selection criteria for filtering target providers - Structured conversation guide with discovery questions - Writeup template for each completed call - Weekly founder check-ins - Clear authority limits — you will not be authorised to discuss specific pricing, commitments, or commercial terms; those escalate to founder **How to Apply** Please share: - Brief overview of your relevant healthcare commercial experience - Types of healthcare provider decision-makers you have engaged with previously - Confirmation that you can work within GCC business hours - Earliest availability to start (target: within 2 weeks) - Confirmation of willingness to sign NDA before receiving the venture briefing Shortlisted candidates will receive a fuller briefing under NDA and have an initial discovery call with the founder before being selected. Please do not share details from this post or any subsequent communications publicly.

opportunity

Web Designer / WordPress Expert / SEO

⚠️ Important: Only candidates who submit both their resume and a portfolio of their work will be considered for an interview. Applications without a portfolio will not be reviewed. We are a marketing agency based in Boston, MA and proudly serving businesses across the Greater Boston area, from the heart of Downtown Crossing to the innovation hubs of Cambridge and the Seaport District. We're looking for a Master WordPress web designer and SEO professional to join our team and assist with client website maintenance and development along with SEO growth. We are looking for an individual who is passionate, focused, responsible, and professional. We also like self-starters who thrive on problem-solving and seeking new technologies and platforms while performing under pressure. As our company expands we seek a professional web designer who we can count on for timely and professional work. Most importantly, we are looking for an individual who is looking to grow with our company and join our team of experienced business experts. There is no limit with us. As we grow, so you will grow too. What you'll do: ________________ - Create awesome landing pages that drive leads for sales - Visually refresh our websites regularly to take advantage of new technologies and keep visitors engaged - Maintain our clients' sites in WordPress, applying best practices in web compliance and SEO - Troubleshoot all WordPress related issues including front end, server side, hosting, DNS, CPanel etc. Must have: ___________ - Proven work experience as a web designer with a strong portfolio - Strong Elementor theme building skills - Demonstrable graphic design skills - Experience in creating wireframes, storyboards, user flows, process flows and site maps - Proficiency in Photoshop, Illustrator or other visual design and wire-framing tools - People skills and ability to explain complicated aspects of the build to clients - Task, documentation, and time management skills Bonus points if you have the following: _______________________________________ - Knowledge of programming languages including PHP, JavaScript, HTML, CSS Knowledge, skills, and abilities: --------------------------------------------- - Knowledge in Search Engine Optimization - Expert Level in WordPress Customization - Fast learner and able to work with minimum supervision - Have a strong sense of initiative and drive (This is a must!) - Good oral and written English communication skills - Detail-oriented with the ability to work in a fast-paced environment - HTML5, CSS3 knowledge is a bonus Job Duties and Responsibilities: --------------------------------------------- - Website Maintenance (adding new content and products, editing and replacing images for clients) - Designing Promotional Material (banners, icons, logos, e-mail marketing) - Following Search Engine Optimization Guidelines when creating new pages - Using Google Webmaster Tools to analyze keywords and fix any errors - Disavows - 404 Errors - Test and troubleshoot within standards to optimize the layout of materials, site performance, and compatibility with various browsers - Manage DNS, Web Hosting, SSL Certificate, Emails - Manage Shopping Carts - Manage Payment Systems (PayPal, Authorize.net) - Manage Google AdWords and Analytics - Manage Google Local, Yahoo, Bing and other Directories - Optimize WebPages - SEO Research and Analysis, Implementation and Reports - Check Website Ranking - Work closely and cohesively with clients, web developers, content writers, marketing, and other contributors to ensure project release on-time - Collect content and create Newsletter - Responsible for meeting set goals and deadlines as determined by management SEO TOOL: --------------- - Knowledge of using SearchAtlas is plus.

opportunityurgent

LEAD FLOW OR LEAD MANAGEMENT SYSTEM

Hi, I require a lead management / CRM system to manage and optimise our sales leads workflow. To save time this should be a ready existing platform that you already have and can customise extensively to our requirements. The platform once customised and ready should be on my server with no third party links or ongoing fees etc The most critical requirement is that the system must support 8x8 internet telephone integration (for direct calling from within the CRM) as well as WhatsApp messaging integration, so that assigned sales agents can make calls, send WhatsApp follow-ups, and manage communication directly from the platform without leaving the system. Based on the attached examples, I require a modern, clean, dashboard-style CRM with the following features and functions: Core Lead Management Features Centralised lead database Add / edit / delete leads Assign leads manually to specific agents Automated lead allocation (optional) Lead ownership tracking Lead notes / internal comments Lead history / activity timeline Search and filter functionality Bulk import of leads via CSV / Excel Export functionality Duplicate lead detection Lead Pipeline / Sales Funnel Management A visual Kanban-style pipeline similar to the examples, with drag-and-drop movement between stages. Custom lead stages such as: New Contacted Qualified Proposal Sent Negotiation Follow-up Closed Won Closed Lost Each lead should display: Company / lead name Contact person Phone number WhatsApp availability Lead source Deal value Lead temperature (Hot / Warm / Cold) Assigned agent Status Last contact date Next follow-up date Calling Integration (Critical Requirement) Must integrate with 8x8 internet telephone so agents can: Click-to-call directly from the CRM Receive inbound calls Call logging Call duration tracking Call recording access (if supported) Missed call tracking Call notes Call outcome tagging Agent call statistics Number masking / routing if available WhatsApp Integration (Critical Requirement) Direct WhatsApp messaging from within the system. Required functionality: One-to-one WhatsApp conversations Message templates Quick replies Follow-up reminders WhatsApp chat history linked to each lead Ability to send documents / media Agent assignment for WhatsApp chats Delivery / read status (if supported) WhatsApp Business API compatibility Follow-Up / Reminder Management Dedicated reminders dashboard similar to the examples: Set follow-up reminders Time/date-based reminders Agent notifications Overdue reminders Reminder completion tracking Callback scheduling Daily follow-up queue Agent Management Multi-user agent access with role permissions. Roles may include: Super Admin Sales Manager Sales Agent Read-only / reporting user Per-agent management: Assigned leads Activity logs Call stats WhatsApp stats Conversion performance Revenue performance Daily / weekly productivity Targets / KPI Tracking This is important. Need agent performance dashboards showing: Sales targets Revenue targets Lead conversion % Calls made Calls answered WhatsApp messages sent Follow-ups completed Deals closed Value closed Monthly performance Leaderboard ranking Agent comparison reports Visual analytics similar to the screenshots: Revenue charts Conversion charts Source breakdown Lead stage breakdown Agent leaderboard Monthly performance reports Dashboard Executive dashboard with: Total leads Active leads Closed deals Total revenue Conversion rate Hot leads Follow-ups due today Agent rankings Recent activity feed Communication Features Internal notes between team members Tagging / mentions Communication logs SMS option (optional) Email integration (optional) Lead Capture / Source Tracking Track lead source such as: WhatsApp Website forms Facebook Ads Google Ads Cold calling Referrals LinkedIn Manual entry CSV import Optional API / webhook integrations for automatic lead capture. Forms / Lead Creation Lead creation form should include: Company name Contact person Phone / WhatsApp Email Deal value Stage Temperature Assigned agent Source Notes Follow-up date Custom fields Reporting Advanced reporting required: Agent reports Revenue reports Conversion reports Lead source ROI Missed follow-up reports Call performance reports Exportable PDF / Excel reports Technical Preferences Please specify: Whether your solution is existing Technology stack Security measures Backup system API availability Integration limitations UI / UX The system should have: Modern light professional interface such as white and grey Fast responsive dashboard Desktop-first, but mobile-friendly Clean navigation High usability for call centre teams Proposal Requirements Please provide: Whether this is custom-built or based on an existing CRM Relevant previous examples / demo access The fastest turnaround and lowest quote gets the job Best Regards, Adam