ERP/CRM Development Projects

Simple platform like monday.com or similar manage client tasks

we are a very small digital marketing agency ( 3 people) with 20 clients we use MONDAY .COM but dont need all the features we simply would like to following a very simple white label version of monday or similar 1. to add a client, with their details, 2. be able to upload documents, 3. option for them to be able to upload documents i.e like a google drive type thing 4. task list to assign an employee (there are 3 of us) and can mark it as pending , or completed, so we get notified by email or whatsapp. please share a demo or example.

Finetuning a ERP/CRM system built by Manus Ai agent.

I've built an full ERP and CRM system tailored to a company needs in Saudi Arabia using Manus AI. there's some integration issues and few more adjustments needed to be done. - the system is fully in Arabic some of the work: - fix the print, download of invoice - complete the WS automated messages integrations - notification system is build but needs few adjustments - the integration between sales, purchase, warehouse, hr and the chart of accounts etc... - do the sandbox and full integration with ZATAC - fix the face recognition system for employees - there are 14 roles in the ERP system and more can be added, each role plays a specific task but all should be integrated. - based on what I've tested I would only assume that we need to fix 30-40 issues. - the codes are uploaded in Github as a private project. This could be a 3 days or 20 days work after we fix all the issues the codes should be in github so i can continue hosting and updating features using manus.

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Pipedrive - Document automation - proposal build - reporting

We are a UK-based hospitality technology company seeking a Pipedrive Quoting & Proposal Automation Specialist with Xero integration expertise. The objective is to construct a comprehensive quoting and proposal workflow within Pipedrive that empowers our sales team to generate structured quotes, evaluate costs against sale prices, and automatically create branded proposals. The system should enable direct proposal dispatch and facilitate seamless transfer of accepted deals to Xero for invoicing. The scope includes designing a quoting structure, implementing margin calculations, creating an automated proposal template, integrating Pipedrive with a proposal tool, and ensuring a smooth handover process. Ideal candidates must possess robust experience with Pipedrive, CRM quoting systems, margin logic, proposal automation, and Xero integration, alongside familiarity with Zapier and APIs. Prior experience in building similar systems is crucial.

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Poulry Farm/Farms Management

1. Solution Overview The solution consists of two tightly integrated components: Mobile Application for Field Officers Web Dashboard for Partners & Program Administrators Together, these components ensure reliable field data collection and meaningful insights at the policy and management level. 2. Mobile Application - Field Officers Purpose To enable accurate, verified, and offline-capable data collection during farm visits. Key Features Secure login with role-based access Offline-first functionality (data syncs automatically when online) GPS-based visit verification Timestamped inspection records Cluster and farm selection Poultry data capture: Initial bird count Current bird count Mortality numbers Feed provided and consumed Estimated weight / meat output Optional photo capture for audit support Offline Capability Full functionality without internet access Local device storage with background synchronization Sync logs to ensure data consistency and auditability 3. Web Dashboard - Partners & Administrators Purpose To provide centralized visibility, monitoring, and analytics for stakeholders. Key Features Secure web access for authorized officials Cluster-level and farm-level dashboards Data visualization for: Poultry survival rates Mortality trends Feed-to-meat conversion ratios Field officer activity tracking: GPS-verified visits Visit frequency and compliance Exportable reports (CSV / PDF - optional in MVP) 4. Key Metrics & Insights The system will track and visualize: Survival rate per farm and cluster Mortality trends over time Feed consumption vs meat output efficiency Visit compliance and verification Performance comparison across clusters 5. Data Integrity & Security To ensure transparency and trust, the platform will include: GPS validation for each recorded visit Automatic timestamps on all entries Immutable audit logs Role-based access control Centralized data validation rules 6. MVP Scope (Pilot Phase) Included in MVP Mobile application (React Native - MVP focus) Offline-first architecture GPS-based visit verification Core poultry data capture Web dashboard with visual analytics Support for 10 pilot clusters Out of Scope for MVP Advanced AI or predictive analytics Payment or subsidy disbursement Farmer self-service portal

ATS Setup & Customization (Jobs, Pipeline, Resume Parsing)

We are looking for a freelancer who can provide or customize an ATS (Applicant Tracking System) for our recruitment process. “We prefer freelancers who already have a ready ATS or have implemented ATS earlier. Custom build from scratch is not required.”

IT Operations Manager-Monthly Contract -1000GBP

Company: FinSafe Limited Mission: At FinSafe Limited, we are committed to protecting individuals from scams and fraudulent activities, ensuring a secure and efficient financial environment. Key Responsibilities: Oversee the onboarding and management of HubSpot CRM. Integrate HubSpot CRM with JustCall Dialer and other platforms such as Zapier and LMS systems. Implement and manage remote software tracking systems like Teramind and Hubstaff. Design and optimize automation workflows to streamline company operations. Collaborate with various departments to ensure smooth integration and functionality across all platforms. Monitor and report on system performance and make data-driven improvements. Requirements: Proven experience with HubSpot CRM and its integrations. Familiarity with JustCall Dialer, Zapier, LMS systems, and remote tracking tools like Teramind and Hubstaff. Strong understanding of automation workflows and process optimization. Excellent project management and collaboration skills. Ability to work independently and remotely. What We Offer: Dynamic and collaborative work environment. Opportunities for professional growth and development. Competitive salary and benefits.

CRM Automation Specialist (Ad-hoc Contractor)

We're a consultancy in the payments space. We're a remote, dynamic team and rely heavily on HubSpot, automation, and clean process to scale. ⸻ The Role We’re looking for a hands-on CRM Automation Specialist to own, build, and maintain our revenue systems. This is a fractional contractor role, ideal for someone who enjoys fixing real-world operational problems, improving automation, and making data reliable. You will work closely with the founder to translate business workflows into clean, scalable CRM and automation logic. ⸻ Key Responsibilities CRM & Pipeline Architecture • Maintain and optimise HubSpot deal pipelines • Ensure lifecycle stages, deal stages, and ownership rules are consistent and enforced • Improve lead → deal → live customer flow across providers Automation & Integrations • Build and maintain Zapier automations (HubSpot ↔ forms ↔ tasks ↔ follow-ups) • Debug failed or looping automations • Improve reliability, logging, and error handling Data Quality & Reporting • Ensure reports reflect reality (lead to live, conversion rates, SLA tracking) • Reduce manual checks and edge-case failures • Support KPI dashboards for sales & operations Process Translation • Convert real-world workflows into CRM logic (not theory) • Suggest improvements where systems are fragile or unclear • Document automations and logic clearly ⸻ What We’re Looking For Must-Have • Strong HubSpot experience (We currently use starter packages with zapier workflows) • Deep Zapier knowledge (filters, paths, error handling, sequencing) • Experience supporting sales or ops teams (not just marketing) • Comfortable working with imperfect data and evolving processes • Clear communicator — can explain why something works or breaks • Based in UK, Europe or within 2 hrs of BST Nice-to-Have • Experience in payments, SaaS, or services businesses • Familiarity with lead rotation, SLA tracking, and sales workflows • Comfort working directly with founders ⸻ Working Style & Contract • Fractional: approx. 5–15 hours per month • Ad-hoc tasks + ongoing system ownership • Fully remote • Contractor / freelance arrangement ⸻ How We Measure Success • Reduction in automation errors • Fewer manual fixes required by the founder • Cleaner reporting and faster decision-making • Sales team trust in CRM data To Apply, please include: • A short note on your relevant experience • Examples of similar automations you’ve built (brief description or screenshots) • Your availability and pro rata/hourly rate

Project Opportunity: LinkedIn Referral Program

Are you a Binance user or using any other trading app? Great! We have a new opportunity you might be interested in. We’re running a project that helps connect verified LinkedIn account owners with businesses that need brand visibility and outreach support. Your role is simple: Refer people who are willing to participate by allowing the use of their LinkedIn profile under agreed terms. Basic Requirements • LinkedIn account must be at least 3 years old • Minimum 500+ connections • Profile should be active and in good standing • Account owner must give full consent Benefits • Monthly compensation for approved accounts • Referral rewards for each successful signup • Payments available via Binance or other trading apps If you or someone you know meets these requirements, this project could be a great opportunity. Interested? Get in touch with us to learn more and join the project.

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Healthcare AI Safety and Governance Software Platform

We are seeking a software development company to design and build a healthcare AI safety and governance platform intended for use by hospitals and health systems. The platform will support risk management, oversight, and regulatory documentation for AI systems used in patient care. It will not provide clinical decision support or automated clinical decisions. Core capabilities will include: • A registry of AI systems used within a healthcare organization • Structured pre-deployment safety and equity assessments • Post-deployment monitoring for performance degradation and use outside approved scope • Incident and override logging with full audit trails • Governance workflows and exportable, audit-ready documentation The system must be deterministic, auditable, and explainable, with strong access control and traceability. Any AI components, if used, should be limited to documentation or reporting support. This is a regulated, safety-critical software project. Experience with healthcare, medical, or compliance-driven systems is strongly preferred.

HRMS Installation Only – Ready System & Source Code Required

We need a fully functional HRMS (Human Resource Management System). The freelancer must already have a ready-made HRMS application with full source code. This project does NOT involve building HRMS from scratch. Requirements: Freelancer must already have a working HRMS source code/application. Install and configure the HRMS on our company server. Ensure the system is fully operational and tested. The system should include standard HRMS features such as role-based access, attendance & payroll management, admin dashboards, and secure authentication. Budget: ₹4,000 (fixed)

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SuiteCRM - New Install, Design Revamp and Customisation

Overview: We’re looking for an experienced SuiteCRM developer/designer to help us customise a new SuiteCRM 8.9 installation for our sales team. The goal is to create a modern, user-friendly CRM interface that matches our visual designs and delivers a smooth, efficient experience similar to Monday.com and Zoho CRM. Key Objectives: • Install SuiteCRM 8.9 on our web server (latest version). • Build a custom SuiteCRM theme (no prebuilt themes) to match our provided designs. • Streamline the sales process: intuitive in-line edits, pop-up windows, quick lead management that matches the visual styling of Monday.com and Zoho CRM. • Develop and refine multiple modules • Integrate with Google Calendar (2-way), email sync, and lead enrichment APIs (Hunter.io, Apollo, Snov.io, etc.). • Implement duplicate lead checking, user-level access controls, and responsive UI adjustments. • Deliver clean, well-documented, and scalable code. What We Provide: • New SuiteCRM 8.9 installation with full admin & FTP access. • Design files (Design Layouts.pdf) and data structure spreadsheets for fields required in each module. • Example plugins, required fields, and all project assets. Budget: EUR 750.00 Timeline: 3 weeks from project start Deliverable: A fully functional, visually polished SuiteCRM system and theme matching our provided layouts. If you have SuiteCRM 8.x experience, strong frontend/UI skills, and an eye for clean UX design, we’d love to hear from you. After expressing interest, you’ll receive the full detailed brief and assets. English speaking is required — shortlisted candidates will be invited for a short video call to discuss the project before selection.

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Microsoft Dynamics 365 Finance Setup and Config

We are seeking a Finance Data Migration Consultant with a strong understanding of core accounting principles and bookkeeping to set up our Microsoft Dynamics 365 Finance environment. The project involves migrating 18 months of historical data from Sage 50 and configuring specific workflows for Accounts Payable and Employee Expenses. All current historical data relates to our UK entity but we will in due course be operating accounts for UAE and Global as well which needs to be factored into the setup of Dynamics setup. Key Responsibilities 1. Historical Data Migration - Scope: Import approximately 18 months of historical records, primarily focusing on transactional data and payroll journal summaries. - Source Data: We will provide the historical data in 3 Excel files (already exported from Sage 50). You will aid in loading this data into Dynamics 365 Finance, ensuring proper dating and categorization of all opening balances and transactions. - Reconciliation: Perform comprehensive, auditable reconciliation checks between the final Sage 50 reports and the imported Dynamics 365 balances to guarantee zero data loss and absolute accuracy post-migration. 2. Functional Setup Context: We are a largely remote business and therefore require automation of entries into the ledgers in the first instance, and the ability to track invoices or expenses through an approval process – confirming the expense as a valid business expense for services received or goods received, from the correct counterparty and for the correct amount.  This needs to be done within the “system” with approvals “signatures” noted electronically within approval limits. - Accounts Payable (Invoice Management): We require a simple, lightweight approach to handle invoices for services subscribed to or products purchased. - Email Ingestion: Setup must include a workflow where invoices sent to a specific company email address are ingested/handled within Dynamics 365. - Employee Approval & Audit: We need a way for employees to either enter items (for expected invoices) or approve invoices that have come in. This must include a simple audit process to track exactly who entered or approved the expense. - Employee Expenses: Configure the Expense Management module (or appropriate workflow) to allow team members to easily upload and submit expense claims for approval Each of these categories can be served by an add-in or configuration of the stand Prerequisites - Proven experience with Microsoft Dynamics 365 Finance implementation and data migration. - Strong knowledge of Sage 50 structures to understand the source data. - Ability to configure email-to-invoice workflows (via standard D365 features, OCR, or Power Automate). Timeline - We are able to have a call to go over the requirements/deliverables if required. - Please provide an outline of your proposal to fulfil the requirements outlined above and an estimated timeline for the full process (Migration + AP/Expense Setup). e.g., 1-4 Days, 1 week.

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Commercial software for Accounting UK

Looking for Developers to Build an HMRC-Compliant Accounting Platform I’m looking for a developer or team to build an online accounting and tax platform similar to Capium/Sage/Apari Software/BaseTax Limited /Blueprint Labs/ BTCSoftware by Bright/CalCal Ltd fully compliant with *HMRC requirements* (Making Tax Digital). Platform Goals: * Enable businesses and accountants to submit VAT, Income Tax, and payroll data digitally. * Support secure digital record-keeping-with audit trails. * Direct API submission to HMRC (MTD-compliant). * Role-based accounts (admin, accountant, client). * Cloud-based document management and dashboards. * Automated calculations for VAT, payroll, and tax returns. * Scalable, secure, GDPR-compliant web application (mobile-friendly optional). Technical Requirements: * Integration with HMRC APIs(sandbox testing first). * OAuth 2.0 authentication for users. * Complete audit logs and secure data handling. * Optional: notifications, reporting, and analytics. What I’m Looking For: * Experience with tax/accounting software or HMRC API integration * Ability to deliver an *MVP first*, then scale. * Portfolio of similar projects. * Suggested tech stack, timeline, and cost estimate. Think Capium + HMRC MTD compliance but modern, user-friendly, and scalable.

I need an expert on CRM custom developpement

Hi i need an expert on Laravel or symphony to create a tool for quotations on our site Stack: PHP / Laravel Objective: Create a system to generate quotes accessible via a secure, unique public URL (without user login), similar to DG-Server tool https://sourceforge.net/projects/dg-server/. We have a competitor using this solution to purpose Quote generation on his website. We have ask to gemini pro and they simulate this technical purpose