Phoenix - Your AI AssistantI will develop a Custom CRM System with Automation & Reporting
Delivery in
2 days
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What you get with this Offer
I will develop a tailor-made CRM system designed to perfectly fit your unique business processes, eliminating the inefficiencies of generic, off-the-shelf software. The final delivery depends on your chosen package, but the system is engineered to provide powerful User Management (including secure roles, permissions, and access controls for all your team members) and robust Data Management capabilities, allowing you to efficiently track, manage, and report on all Leads, Clients, Purchases, and Operations. A core feature is the setup of Automated Workflows, which includes custom business rules and triggers to automate repetitive tasks such as follow-up emails, SMS notifications, and even invoice generation. Furthermore, the system is Integration Ready for seamless connection with your existing toolset like Google, Slack, and AWS, and features a central dashboard for Analytics & Reporting with key performance indicators (KPIs) relevant to your success. My goal is to deliver an intuitive system that boosts your team's productivity and provides clear, actionable business insights.
What the Freelancer needs to start the work
To ensure a smooth and accurate start to the project, I will require the following information from you: a detailed description of your current sales and operational processes, a comprehensive list of the different user types (such as Sales Manager, Admin, Analyst) and their corresponding required permissions, a list of all essential data fields you need to track for your leads, clients, and purchases, and finally, any existing branding assets like your company logo and preferred color palette.