ERP/CRM Development Projects

opportunity

Set up gated blog content on Squarespace, integrated HubSpot CRM

I run a coaching and consulting business (Latitude Coaching Ltd) for executives and creatives. My website is built on Squarespace and I use HubSpot as my CRM. I'm UK-based (London), serving mainly UK clients but happy to work globally. I'm setting this up as a one-person business for the first time, so I need something I can manage day-to-day without a developer on standby. High-end feel, but down-to-earth — not overly corporate or salesy. Practical and clean over flashy. What I'm trying to achieve I want a content model where blog posts on the public Squarespace site are partially gated: A visitor browsing the blog sees the post title, intro, and a short extract (roughly 100–200 words / first paragraph or two) as SEO is important Below that, the rest of the post is blurred, hidden, or behind a "Read more" wall with a clear call-to-action: sign up (name + email) to read the full article and receive monthly articles from me. On sign-up, I would like the visitor to become a HubSpot contact with the source/tagged appropriately (e.g. "Blog subscriber") and is given immediate access to the full article. New subscribers also get added to a monthly update workflow in HubSpot — a monthly email I write myself with reflections, links, and any offers. I want to be GDPR-compliant (UK/EU audience), so the form needs a proper consent checkbox and the relevant privacy/cookie handling. I would need privacy and cookie policy wording updates accordingly What I need from you A recommended approach for gated content on Squarespace + HubSpot, given how both platforms have evolved. I'm aware there are a few routes (HubSpot Membership / private content, embedded HubSpot forms with content gating via JavaScript or a member area, Squarespace's own member areas, third-party tools like Memberspace/Outseta/Payload, etc.) — I want your recommendation for my context: solo operator, low maintenance, clean UX, integrates cleanly with HubSpot as the source of truth. What are the tradeoffs of each approach? A clear implementation scope — what you'll build, what you'll configure in HubSpot (form, list, workflow, properties, GDPR consent settings), what you'll configure in Squarespace (page structure, member area / gating mechanism, styling), and what I need to set up myself (e.g. HubSpot account tier — I'm on free/Starter, please flag if anything requires Marketing Pro or above). The data flow — exactly how a reader goes from "sees extract" → "submits form" → "HubSpot contact created with the right fields" → "unlocked content" → "added to monthly workflow". A simple diagram or written step-by-step is fine. The sign-up form fields — I'm thinking first name + email + consent checkbox, but tell me if you'd recommend anything else (e.g. role, company, topic interest) for a coaching/consulting audience. Keep it light; I don't want to lose people at the gate. Design and styling — the gate should feel native to the site, not a clunky third-party widget. Match the existing Squarespace brand inc logos. The CTA copy should feel warm and human, not "marketing funnel". Suggest two or three CTA wording options. Monthly update workflow — set up the workflow in HubSpot so a subscriber is automatically enrolled when they sign up, and I can drop in the next month's content easily. Tell me how I'll send each month without re-engineering anything. What you'll hand over — finished, working gated blog on at least one example post, the HubSpot form and workflow configured and tested end-to-end, and a short written guide (1–2 pages, plain English) on how I add a new gated post and how I send the monthly email. I'm technical enough to follow instructions, but not a developer. Constraints Budget: please give me a fixed-price quote for the scope above, broken down so I can see what's driving the cost. If there are cheaper/more expensive route options, flag them. Timeline: I'd like this live within a week of starting. I'm on Squarespace 7.1. Please confirm which version/plan you'll need (e.g. Business vs. Commerce, member areas add-on) and any HubSpot tier implications before we start. Please reply with Your recommended approach in 5–8 bullet points. A fixed-price quote. Anything you'd need from me to begin. One example of similar work you've done (Squarespace + HubSpot specifically — not just one or the other). Thanks! Tom

Business Task Management & Reporting System

We are looking for someone to design a simple business task management and reporting system. Each team member will maintain a simple Excel tracker containing: • Task or Deliverable • Responsible Person • Reviewer • Deadline • Percentage Complete • Current Status • Comments The individual trackers should automatically feed into a central dashboard that provides management with a real-time view of progress by person, project, department, and business function. Experience with Microsoft Excel, Power Query, Power Pivot, Power BI, VBA, or Microsoft 365 automation is highly desirable. The initial solution will be Excel-based but should be designed so it can later evolve into a web application.

opportunity

GoHighLevel Product Designer & Developer for Membership Platform

Project Overview I am looking for an experienced GoHighLevel Product Designer and Developer to design and build a professional membership platform. Members should be guided through A personalised dashboard A structured Journey Targeted programmes A searchable library Progress tracking Downloadable tools ________________________________________ Phase 1 Scope 1. Product Design I need someone who can first design the member experience, including: User journey Information architecture Dashboard layout Navigation Wireframes Mobile-first user experience ________________________________________ 2. Build in GoHighLevel Build the approved designs inside GoHighLevel. The initial version should include: Member Dashboard Welcome section Continue where you left off Current stage Today's activitides Progress summary Quick access to programmes toolkit Please Include With Your Proposal Examples of GoHighLevel membership sites you have built. Examples of dashboards, client portals, or learning platforms. Your approach to designing the user journey. Any GoHighLevel limitations you think I should be aware of. Your estimated number of hours for: Design Development Testing Your expected timeline.

opportunity

Set Up Simple CRM & Automation System

I run a small accommodation matching business and need help setting up a simple, low-cost CRM and workflow automation system. At the moment, I have a WordPress website with enquiry forms using Google Forms. Responses go into Google Sheets. My business email is Microsoft Outlook. I am finding it too time-consuming to manually manage enquiries, update spreadsheets, track follow-ups, write similar emails, and create booking confirmation documents and host/guest summary forms. I do not want a complex or expensive CRM. I need a practical system that is easy for me to use and maintain. The system should help me manage: * Candidate enquiries * Host enquiries * Bookings * Follow-ups * Daily tasks * Outlook email drafts * Booking confirmation documents * Host/guest summary documents Ideally, I would like: 1. A simple CRM/tracker for candidates, hosts and bookings. 2. Statuses such as new enquiry, needs reply, awaiting response, ready to match, host offered, awaiting payment/details, booking confirmed, active stay, completed and not proceeding. 3. A daily to-do view showing overdue and due-today actions. 4. Fields for priority, next action, follow-up date, last contacted date, notes, area, dates, budget, host offered and booking status. 5. New enquiries from Google Forms/Google Sheets to feed into the system. 6. Outlook email draft templates for common replies. I do not want emails auto-sent without review. 7. Templates for booking confirmation documents and host/guest summaries. 8. A way to populate documents from booking details and save them in an organised folder structure. 9. A simple setup that keeps monthly software costs low. 10. A short guide or video showing me how to use and maintain the system. I am open to suggestions on the best tools, but possible options include Microsoft Lists, Microsoft Planner/To Do, Power Automate, Airtable, Make, Zapier, Google Sheets, Word templates or Google Docs templates. I would like someone who can recommend the best low-cost setup and build the first version. Please quote a fixed price and explain: * What system/tools you recommend * Why you recommend them * What will be included * How long it will take * What information you need from me * Any monthly software costs * Whether I will be able to manage it myself afterwards I want a simple, practical first version rather than a complicated custom system.

opportunity

ATTIO-TO-MAKE BROADCAST EMAIL AUTOMATION

JOB BRIEF FOR PPH: ATTIO-TO-MAKE BROADCAST EMAIL AUTOMATION The Problem We need to send regular broadcast emails to any managed contact list in Attio. Attio's native broadcast feature throttles at five-minute intervals between sends, capped at 12 per hour per mailbox. A batch of 50 contacts takes roughly four hours to clear. We need a Make automation that pulls contacts from any Attio list on demand, sends personalised emails via Outlook/M365, and logs each send. The Desired Outcome A Make scenario that: • Triggers via webhook from an Attio action button ("Send Broadcast Email") placed on any list • Accepts custom email subject and body via a form modal • Pulls all contacts from the triggering list where include_in_broadcast checkbox is ticked • Sends personalised email to each contact via Outlook (salutation: "Hi [first_name]", custom body, subject) • Logs each send to a new "Broadcast Log" object in Attio (timestamp, recipient list, subject, body, status) • Clears all include_in_broadcast checkboxes after send completes • Handles errors gracefully (partial failures recorded in log) Technical Context • Attio workspace (CRM platform) • The workflow must be generic: it should work on any list in the workspace, passing the list context through the webhook • People records linked to lists with email address and first_name fields • New fields to create: include_in_broadcast (checkbox, added to lists we want to broadcast from); Broadcast Log object (new object) Email provider: Microsoft 365/Outlook (M365 account connected to Make) Before You Apply You must already be confident you can execute the following in Make. If you need to learn these capabilities on the job, we are not the right fit: 1. Query Attio lists dynamically with filtering (specifically: filter list entries on a checkbox field, with the list ID passed via webhook) 2. Retrieve linked person records from Attio with specific fields (email address and first_name) 3. Loop through results and send personalised emails via Outlook/Microsoft 365 in Make If you have built similar Attio-to-email workflows in Make, or you are confident in your Make and Attio capabilities, apply. The Build • Webhook trigger from Attio action button (generic across any list) • Form modal for subject/body input • Dynamic list query with filtering on include_in_broadcast checkbox • Linked person data retrieval • Outlook send loop with personalised salutation • Broadcast Log record creation (new object) • Batch checkbox uncheck after send • Error handling and retry logic • End-to-end testing What We Provide • Attio workspace access (read/write via API) • Make workspace access • M365 Outlook connection (already configured) • Attio object and field IDs (shared during onboarding) • Attio action button webhook URL (created before build starts) What We Need From You • Confident capability in Make + Attio + Outlook integrations upfront • Clean code and documentation for handover • Hourly rate for the full build

REX & Docusign set up

We are a UK estate agency using REX CRM and DocuSign. The two systems are already connected, and our agency agreement PDF has already been created and integration connected. We need someone experienced with REX CRM, DocuSign templates and workflow automation to finish the setup and make the process as automated as possible. The aim is that when we instruct a new property in REX, the seller and property information can automatically populate our DocuSign agency agreement, ready to send for signature. The agreement needs to pull through information such as: Seller 1 name and email Seller 2 name and email, where applicable Property address Agreement date Marketing commencement date Asking price Percentage or fixed fee VAT rate Total fee including VAT Any excluded or existing buyers Agent name and email We also need the DocuSign workflow to include: Agent signature Seller 1 signature Optional Seller 2 signature Dates signed Seller initials and checkboxes Correct signing order Easy removal of Seller 2 where there is only one owner Ideally, once signed, the completed agreement should automatically: Save back against the correct property or contact in REX Update the relevant REX record or status Notify our team that the agreement has been completed Store the signed PDF and DocuSign completion certificate The DocuSign template and REX integration are already partly set up. We need someone to review what is currently connected, configure the fields and complete the automation rather than starting everything from scratch. Please only apply if you have genuine experience with: REX CRM DocuSign templates CRM field mapping Automation workflows Please explain any previous REX work you have completed and confirm whether the full workflow above is achievable using the existing integration. We also require testing and a short handover showing us how to use and edit the automation.

SaaS Developer — Bathroom360 Platform (React, Supabase)

ABOUT BATHROOM360 Bathroom360 Ltd is a UK-based technology startup building a vertical SaaS platform for the bathroom installation industry. Our platform takes a bathroom installer seamlessly from first customer contact through to invoicing and aftercare — survey, floor plan, 3D visualisation, quotation, building regulations, scheduling, and payment — in one connected cloud platform. We are seeking an experienced full-stack developer to build Version 1.0 of the Bathroom360 platform, ready for showcase at London Build Expo, Olympia, November 2026. A full Product Blueprint is attached to this posting. Please read it before submitting your proposal. Proposals that do not reference the Blueprint will not be considered. --- THE PROJECT We require a complete SaaS platform built to the specification in the attached Bathroom360 Product Blueprint. The platform serves three customer segments: independent bathroom installers, bathroom showrooms, and white-label partners. The platform includes 15 modules: company onboarding, customer CRM, bathroom survey, floor plan designer, 3D visualiser, finishes and tile specification, supplier product library, quotation engine, building regulations guidance, job scheduling, installation workflow, snagging and sign-off, invoicing and payments, aftercare and warranty, and an AI assistant powered by the Anthropic Claude API. --- TECHNOLOGY STACK REQUIRED The Blueprint specifies the following technology stack. You must have demonstrable experience with all of the following: - React and Next.js — frontend framework - Supabase — database, authentication, storage, and edge functions - Three.js — 3D bathroom visualisation - Tailwind CSS — styling - Stripe — subscription billing - Resend — email delivery - Anthropic Claude API — AI assistant integration - Vercel — hosting and deployment --- WHAT WE ARE LOOKING FOR - A developer or small team with a portfolio of completed SaaS projects - Demonstrable Three.js experience — please include examples of 3D work in your proposal - Experience building multi-tenant SaaS platforms with Supabase row-level security - Strong communication in English — this is a collaborative project requiring regular updates - UK-based or UK timezone working hours preferred --- PROJECT STRUCTURE This is a fixed-price project with milestone payments. We do not pay hourly and we do not pay the full amount upfront. Payment is structured as follows: - 25% on project start and infrastructure setup - 25% on completion of Phase 1 modules (survey, floor plan, 3D, quotation, PDF) - 25% on completion of Phase 2 modules (supplier library, invoicing, scheduling, AI) - 25% on final delivery, testing, and Expo readiness sign-off --- TIMELINE - Development start: August 2026 - Phase 1 complete: September 2026 - Phase 2 complete: October 2026 - Final delivery and testing: November 2026 - Showcase: London Build Expo, Olympia, November 2026 --- WHAT YOUR PROPOSAL MUST INCLUDE We will not respond to generic proposals. Your proposal must include: 1. Confirmation that you have read the attached Product Blueprint 2. Your fixed-price quote for the complete Version 1.0 build 3. Links to at least two previous SaaS projects you have built 4. At least one example of Three.js or 3D web work you have completed 5. Your proposed delivery timeline with milestones 6. Any questions or concerns about the specification --- ABOUT THE COMPANY Bathroom360 Ltd is founded by Pamella Edwards — a qualified plumber, heating and gas engineer, and Triple-Appointed London Build Ambassador for Women in Construction, Diversity in Construction, and Sustainability in Construction. The platform is built on deep industry expertise and a clear commercial model with three revenue segments. We are a serious business with a clear vision, a detailed product specification, and a confirmed showcase event. We are looking for a developer who is equally serious and can deliver to a professional standard. Please attach your proposal and we will respond within 48 hours. Bathroom360 Ltd

Automate service delivery process

Automate service delivery process with IglooHome digital lock and Make.com.

I need to make my project demo file in filemaker

I need to make my project in FileMaker as demo file . I need to stop after one day of use. But I need a good security so the customer cannot use it again even if they change the time or date. I use it in FileMaker server 19 but the customer I think is better to use it on FileMaker Pro 19. I need the script for this project when it starts to run auto this script and after one day it will be lock.