Phoenix - Your AI AssistantBuild a custom CRM for your business
Delivery in
5 days
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What you get with this Offer
Get a custom CRM designed around your business workflow, with the tools you need to manage leads, customers, sales and daily operations in one place.
I will build a practical CRM solution to help you manage leads, customers, sales pipelines, tasks and everyday business operations in one place.
The starter package can include:
• Lead and customer management
• Sales pipeline and deal stages
• Custom dashboard
• Tasks and follow-ups
• User roles and permissions
• Custom fields
• Basic workflow automation
I build the system around your requirements rather than forcing your business into a generic CRM template.
This Offer is for a clearly defined starter CRM or CRM feature set. Larger CRM platforms, advanced automation and extensive integrations can be added separately.
I will build a practical CRM solution to help you manage leads, customers, sales pipelines, tasks and everyday business operations in one place.
The starter package can include:
• Lead and customer management
• Sales pipeline and deal stages
• Custom dashboard
• Tasks and follow-ups
• User roles and permissions
• Custom fields
• Basic workflow automation
I build the system around your requirements rather than forcing your business into a generic CRM template.
This Offer is for a clearly defined starter CRM or CRM feature set. Larger CRM platforms, advanced automation and extensive integrations can be added separately.
What the Freelancer needs to start the work
Please tell me about your business and what you want the CRM to manage.
Please provide:
• What type of business you operate
• What you currently use to manage leads/customers
• The information you need to store
• Your sales or workflow stages
• The main features you need
• Any integrations you require
• Examples or screenshots of systems you like, if available
If you already have an existing CRM or application, please share screenshots and explain what you would like to improve.