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Project Description: CRM, Lead Management & Employee Management System This project focuses on developing an integrated CRM (Customer Relationship Management), Lead Management, and Employee Management System designed to streamline business operations, improve productivity, and centralize all customer and staff-related data. 1. Party (Customer) Database Management The system will include a centralized party database module: Bulk party import through Excel sheets. Option to create and manage new party records manually. Maintain complete customer details including contact information, transaction history, and status. Easy search, filter, and update functionality. 2. Lead Management System A complete lead lifecycle management system will be implemented: Import leads via Excel. Manual lead entry option. Admin can assign leads to staff members. Staff members can also self-generate leads. Lead tracking with status updates (New, In Progress, Converted, Closed). Maintain lead history and follow-up records. 3. Staff & Role-Based Management (User-wise Panel) Admin can create and manage staff members. Role-based access control (Role-wise panel): Admin Manager Staff/User Each user will have access based on assigned roles and permissions. Staff performance tracking based on leads and activities. 4. Admin & User Panels Admin Panel: Dashboard with overall summary and analytics. Monitor: Total leads, conversions, pending tasks Staff performance Customer database Assign leads and manage users. Access all reports and system controls. User Panel: View and manage assigned leads. Add new leads and update lead status. Access personal performance and reports. Limited access based on role. 5. Support Ticket System A dedicated support system for existing clients: Maintain existing client records. Create and manage support tickets. Track ticket status (Open, Pending, Resolved). Maintain complete issue and resolution history. 6. Forms & Reporting System Dynamic form creation for data collection. Generate reports based on: User-wise Admin-wise Lead performance Support tickets Export reports in required formats. 7. Attendance Management System Staff attendance tracking system. Mark daily attendance (Present/Absent/Leave). Generate attendance reports (user-wise & date-wise). Admin can monitor attendance and performance correlation. 8. Dashboard & Summary Real-time dashboard for Admin: Total parties, leads, conversions Staff activity summary Ticket status overview Visual insights for better decision-making. Objective The main objective of this system is to centralize customer and lead data, improve team coordination, automate workflows, and enhance overall business efficiency with a structured and role-based management system.
Projektin tunnus (ID): 40309359
78 ehdotukset
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Aktiivinen 26 päivää sitten
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Hi, Your CRM & Lead Management requirement is clear, and this aligns closely with systems I’ve already built. I have 5+ years of experience in full-stack development (PHP, MERN, mobile apps) and have developed CRM platforms with lead tracking, staff management, and reporting modules. For your project, I will deliver: Party/Customer database with Excel import + manual entry Complete lead management (assigning, tracking, status updates) Role-based staff management with performance tracking Admin & User panels with proper access control Support ticket system with status tracking and history Custom forms + reporting with filters and analytics Tech Approach: Backend: Laravel or Node.js (scalable API structure) Frontend: Vue.js / React Database: MySQL / MongoDB I focus on clean architecture, easy-to-use UI, and scalable systems so future features can be added smoothly. I can also share similar CRM work on request. Let’s connect to discuss scope and timeline. Best regards, Bhargav
₹4 000 INR 7 päivässä
7,1
7,1
78 freelancerit tarjoavat keskimäärin ₹989 INR/tunti tätä projektia

ok i can do that can you please discuss on chat i am ready to start work right now
₹800 INR 40 päivässä
7,8
7,8

Your lead assignment workflow will fail at scale if you're relying on manual admin distribution - I've seen this create bottlenecks where 200+ daily leads sit unassigned for hours because one person is overwhelmed. You'll need automated round-robin assignment with workload balancing. Quick question - what's your expected lead volume per day, and are you planning mobile access for field staff? Also, does your Excel import need to handle duplicate detection, or should the system accept everything and let admins clean it later? Here's the architectural approach: - PHP + MYSQL: Build a normalized database schema with proper indexing on party_id and lead_status fields to handle 50K+ records without query slowdowns, plus implement prepared statements to prevent SQL injection on all Excel imports. - ROLE-BASED ACCESS CONTROL: Create a permission matrix where admins see full dashboards but staff only access their assigned leads, using session-based authentication with auto-logout after 30 minutes of inactivity. - EXCEL IMPORT ENGINE: Build a background processing queue using PHP workers that validates data types, flags duplicates based on phone/email matching, and sends error reports instead of crashing on malformed rows. - SUPPORT TICKET TRACKING: Implement a status pipeline (New → Assigned → In Progress → Resolved) with email notifications at each stage and SLA tracking to flag tickets open beyond 48 hours. - MOBILE-RESPONSIVE DESIGN: Use Bootstrap or Tailwind so field staff can update lead status from phones without needing a separate native app, reducing your development cost by 60%. I've built 4 similar CRM systems for distribution and real estate companies that now handle 500+ daily leads without manual intervention. Let's schedule a 20-minute call to discuss your duplicate handling logic and whether you need WhatsApp integration for lead follow-ups - those two decisions will shape the entire architecture.
₹900 INR 30 päivässä
6,7
6,7

With my extensive understanding and expertise as a Mobile App Developer, Flutter and React Native Specialist, AI and LLM Engineer, I am confident I can deliver a highly efficient and integrated CRM, Lead Management, and Employee Management System for your organization. I have a strong command over Flutter and React Native, which allows me to create high-quality cross-platform apps that run seamlessly on both Android and iOS devices. As such, your organization will benefit from a CRM system that can be accessed and utilized by staff members regardless of their device preferences. Moreover, my AI and LLM Engineering skills align perfectly with the dynamic form creation requirement of your project. It's crucial to have the capacity to collect specific data as per unique business needs, and I'm well-versed in setting up such systems. Plus, my proficiency in Automation Engineering extends to data pipelines where I can ensure your reports are stored securely and exported without any glitches.
₹1 000 INR 40 päivässä
6,7
6,7

Hello, I am ready to build your CRM, Lead & Employee Management System with a clean, scalable architecture. With 14+ years of experience, I’ve developed similar systems with role-based panels, lead tracking, reporting, and automation. What I’ll deliver: Complete CRM + Lead + Staff management system Role-based access (Admin / Manager / Staff) Lead lifecycle tracking with history & follow-ups Support ticket system + attendance module Dynamic reports & dashboard with analytics Excel import/export and smooth data handling I’ll ensure the system is fast, secure, and easy to scale as your business grows. Ready to start. Do you want this built in Laravel (recommended) or any specific tech? Thanks Jenish,
₹750 INR 40 päivässä
6,7
6,7

Hi I have read your requirements and I am sure I will be able to help you. Please message me so that we will have detail technical discussion. I have 9+ years of combined experience in Mobile Application development, Website development, Desktop application development, 3rd party Artificial Intelligence api, AR/ VR, Chatbot, Blockchain- Cryptocurrency, CRM & ERP, Game Development and any other Software development. I am having expertise in Native on Android Java, kotlin and IOS Swift, and For Hybrid Cross platform on Flutter Dart & React- Native, and for web and backend on react js and node js, Python Django , java spring boot and php CodeIgniter mvc. Please consider me and initiate a chat for further detailed discussion. Regards, Anju Logical Soft Tech Pvt Ltd, Indore(M.P)
₹1 000 INR 40 päivässä
6,6
6,6

Hello, I’ve gone through your project details for developing a comprehensive CRM & Lead Management System, and this is something I can definitely help you with. With 10+ years of experience in mobile and web app development, specifically in CRM systems, I can ensure a robust solution that encompasses all your requirements, from party database management to lead tracking and admin functionalities. My focus on clean architecture and scalable code will guarantee a smooth operation. I will collaborate closely with you to assess your requirements, suggest the best technical approach, and provide regular updates throughout the development process. Here is my portfolio: https://www.freelancer.in/u/ixorawebmob I’m keen on delivering a solution tailored to your needs and would love to understand more about: Could you clarify if there are any specific integrations you are looking for with the CRM system? Let’s discuss over chat! Regards, Arpit
₹1 855 INR 30 päivässä
7,5
7,5

Hello, hope you are doing well. I can develop a complete CRM, Lead, and Employee Management System tailored to your workflow, ensuring all modules work seamlessly together. The system will be scalable, secure, and easy to use, with a clean dashboard and role-based access for Admin, Manager, and Staff. My approach focuses on structured architecture, smooth data handling, and user-friendly panels. From party database and lead lifecycle tracking to attendance and support tickets, each module will be integrated with clear navigation, fast performance, and real-time reporting for better decision-making. Key Points: • Modules: CRM, Leads, Staff, Tickets, Attendance, Reports. • Role-based access (Admin / Manager / Staff panels). • Excel import/export + dynamic forms. • Real-time dashboard with analytics. • Clean UI + mobile-friendly design. • Post-launch support + documentation included. Best Regards, Abhijeet
₹750 INR 40 päivässä
6,6
6,6

As a technology enthusiast with over seven years in software development, my expertise aligns perfectly with the robust CRM and Lead Management System you’re looking to develop. My fluency in numerous languages and frameworks, such as Node.js, React.js, Laravel, PHP, Python, and more equip me to adapt and deliver effectively on a project of this magnitude.
₹750 INR 40 päivässä
6,5
6,5

With over 5 years of experience in Full Stack Web and Mobile App Development, I am confident in my ability to deliver a high-quality CRM that meets all of your needs. My expertise includes not only building the frontend and backend but also integrating APIs, managing databases skillfully, optimizing performance, and developing UI/UX-friendly solutions. I have worked on a variety of projects from business websites to customized SaaS applications, giving me a broad understanding of how to tailor a project's requirements to its users' needs. In terms of the unique aspects of your project, my experience with lead management systems, database management, user-wise roles and permissions, and reporting systems aligns perfectly with your requirements. I am skilled at importing data through Excel sheets, creating dynamic forms for data collection, optimizing search functionalities for easier updates on customer-related activities as well as constructing robust support ticket systems among many other specified requirements. Crucially, I pride myself on clean, optimized code that is both scalable and maintainable ensuring you will have a lasting product that can adapt with your company's growth. I promise clear communication throughout the process and an unwavering commitment to providing you with the best result possible. Let’s work together to turn your idea into reality!
₹1 000 INR 40 päivässä
4,9
4,9

Hi, Building a CRM that truly improves lead tracking, team efficiency, and reporting clarity requires both solid architecture and real-world workflow understanding. With 10+ years of experience as a full-stack developer, I can design and develop a scalable CRM & Lead Management System tailored to your business processes. I understand your need for a system that handles data import, lead lifecycle, staff tracking, and reporting—all in one clean interface. What I’ll deliver • Customer (Party) database with Excel import + manual entry • Complete lead management (import, assign, track status, self-generated leads) • Role-based staff management with performance tracking • Admin panel with dashboards, analytics, and full control • User panel with restricted access and lead handling features • Support ticket system with history and status tracking • Custom forms and detailed reporting with filters Why hire me • 10+ years building complex web applications and admin systems • Strong experience with database design, role-based access, and workflows • Focus on clean UI, scalability, and long-term maintainability I’ll ensure the system is intuitive, fast, and structured, so your team can manage leads and customers efficiently without confusion. I’d be happy to collaborate and build a CRM that supports your business growth long-term.
₹1 000 INR 40 päivässä
4,8
4,8

With a robust proficiency in mobile app development, MySQL, and PHP - I have the skills required to deliver a fully functional and dynamic CRM system. As a freelancer dedicated to providing top-notch solutions, I have gathered valuable experience over the years which compliments this project impeccably. My ability to create elegant, efficient, and user-friendly solutions will be an asset to this venture. Having worked on various projects, catering to both startups and enterprises, I understand the need for streamlined business operations, increased sales efficiency, and effective customer management- all of which this project aims to achieve. I am well-versed in handling large databases and generating insightful reports that have a meaningful impact on business decisions. Communication has always been a key aspect in my work approach. I believe understanding your vision is paramount in delivering successful projects. I am committed to taking that extra effort to comprehend your unique requirements so as to shape the outcome optimally. Trust me with this project and you can expect timely delivery, clean maintainable code, and most importantly - results that surpass your expectations!
₹1 000 INR 40 päivässä
3,8
3,8

Hi, I'm Kamal, a full-stack developer with 8+ years building clean, powerful CRM systems that help businesses manage leads, customers, deals, and follow-ups efficiently. Excited to develop your CRM (Customer Relationship Management) solution! I'll deliver: Modern, responsive dashboard (lead pipeline, contact list, task calendar) Core features: contact management, deal tracking, activity logs, email integration, reports Secure user login (role-based: admin, sales, support) Mobile-friendly & fast-loading Tech: Laravel (recommended). Can we discuss your business type, key features needed (pipeline stages, automation, integrations?), or team size? Ready to start with quick wireframes! Best regards, Kamal
₹750 INR 40 päivässä
3,6
3,6

Hi With over a decade of experience in developing software solutions and a portfolio including CRM projects for various industries, I'm confident that I can provide you with the ideal Customer Relationship Management and Lead Management System. My expertise in Mobile App Development, MySQL, PHP, Software Architecture and Web Development aligns perfectly with your project requirements. Through my past projects, I've demonstrated my capability to not only deliver but also ensure scalability and adaptability for evolving needs – a crucial factor for any successful CRM system. Thus, if you're looking for a dedicated partner who can translate your vision into reality while keeping up with fast-paced developments in technology and business needs, then I'm here to make that happen. Please have a look at our past work links CRM, ERP, & Software Projects CRM for CA Firm https://www.freelancer.com/portfolio-items/11009761-crmplatform-for-ca-and-accounting Hotel booking platform https://www.freelancer.com/portfolio-items/11005202-b2b-hotel-bookingplatform-travel Inventory Management https://www.freelancer.com/portfolio-items/11005229-crm-order-andinventory-management Thanks & Regards Parul Saini
₹1 000 INR 40 päivässä
3,8
3,8

At Paper Perfect, we have a comprehensive understanding of the intricacies involved in building customized CRM and Lead Management Systems. Over the years, our skills in data management, mobile app development, PHP, software development, and web development have consistently enabled us to deliver tailored solutions for businesses with diverse needs. We assure you that we will apply this breadth and depth of expertise to your project. We comprehend the vital aspects you want your system to cover: party database management to streamline customer details and lead management to improve sales efficiency. Our experience with developing modules for importing leads and customers using Excel sheets or manual entry will ensure that your system is well-equipped for any scenario. Additionally, our capacity to create dedicated admin and user panels will enable you to access real-time summaries, monitor lead handling as well as manage staff performance seamlessly. Features like our robust support ticket system and customized forms can greatly enhance your customer support capabilities. Trust us to build a high-quality solution that brings versatility, convenience, and efficiency to your business operations.
₹1 000 INR 40 päivässä
3,8
3,8

Your project needs strong structure more than just screens. I understand the main goal is to centralize party data track every lead from import to conversion manage staff with role based access and give admin a clear live view of performance activity tickets and attendance. I would build the flow so Excel imports manual entries lead assignment follow ups ticket handling dynamic forms and report exports stay fast simple and easy for your team to use daily. The admin panel will give full control over users permissions customer records leads reports tickets and attendance. Manager and staff panels will stay focused so each user only sees what matters to their role. That keeps work clear improves accountability and helps your team move faster without confusion. I have worked on systems where reporting workflow control and user wise access were the real backbone of the product and this project fits that thinking very well. Send me your preferred tech direction or current process notes and I will shape this into a clean scalable system. Let me know what you need prepared from your side first.
₹1 000 INR 40 päivässä
4,0
4,0

Hi, Your requirement is a complete business management system, and I can help you build a clean, scalable CRM that centralizes leads, customers, staff, and operations in one platform. My approach: Design a modular architecture (CRM, Leads, HR, Support, Attendance) Build a centralized database with role-based access (Admin / Manager / Staff) Focus on automation, usability, and performance Key features I’ll deliver: Party/Customer database with Excel import + advanced search Full Lead lifecycle system (assign, track, follow-ups, history) Role-based Admin & User dashboards Support ticket system with status tracking Dynamic reports & exports (Excel/PDF) Attendance management + performance insights Tech Stack: PHP (Laravel) + MySQL + modern responsive UI Why me: Experience building CRM & admin dashboards Strong focus on clean UI + performance + scalability Ability to convert complex workflows into simple systems Timeline: 3–5 weeks (modular delivery) I can start with a quick discussion to finalize modules and deliver a stable, easy-to-use system. Best regards,
₹1 000 INR 40 päivässä
3,3
3,3

As someone who has spent years in the realm of project management systems, I have the skills and expertise to craft the CRM, Lead Management and Employee Management System that will powerfully transform your business. With your database management needs, I've got you covered: bulk party importation via Excel sheets, manual input options with updated functionalities for smooth navigation. Plus, with a keen understanding of how to establish comprehensive and efficient lead lifecycle management - from importing leads via Excel sheets and manual inputs to the tracking of lead histories and follow-ups- I can create a system that not only organizes your data but also enhances communication between your teams. Role-based access systems and staff performance tracking are some other vital components that I'm well-versed in executing for businesses. Let me help you transform your overall dashboard into one that provides real-time analytics and visual insights for informed decision-making. One strong advantage of working with me is my ability to simplify complex tasks without ever sacrificing on quality or future-readiness.I am dedicated to clean, maintainable code and future-ready architecture so that you don’t have to worry about software obsolescence. Given the realities of our modern workplace climate and its ever-changing needs, what you need is a developer who places importance on YOUR business outcome. Look no further than me - Govind.
₹1 000 INR 40 päivässä
3,4
3,4

Experienced in custom CRM development—I’ll deliver a feature-rich lead & client management platform with role-based access, analytics, ticketing system, and easy data handling. Expect a robust, user-friendly solution with smooth performance and future scalability
₹1 000 INR 40 päivässä
3,3
3,3

Hello, I have gone through your job post and am willing to work with you. I am a highly-skilled web developer with 5+ years of experience in the industry.I will be available 24/7 for a chat and any call .So please message me here. Thank's, Raj M
₹750 INR 40 päivässä
2,8
2,8

Hi, I have reviewed your requirement for an integrated CRM, Lead Management, and Employee Management System. With 20+ years of experience in building enterprise applications using ASP.NET, C#, SQL Server, and Azure, I can deliver a scalable and efficient solution tailored to your needs. ### **Proposed Solution** I will develop a modular web application with: * **Backend:** ASP.NET Core (secure and high performance) * **Frontend:** Angular (responsive UI) * **Database:** SQL Server (optimized design) ### **Key Features** ✔ Party database with bulk Excel import and advanced search ✔ Lead lifecycle management with assignment, tracking, and history ✔ Role-based access (Admin, Manager, Staff) ✔ Admin & User dashboards with performance insights ✔ Support ticket system with status tracking ✔ Dynamic forms and report generation (export enabled) ✔ Attendance tracking with reports ### **Approach** * Structured, phase-wise development * Clean, maintainable code * Performance-focused architecture * Regular updates and demos I ensure a reliable, scalable system that improves productivity and centralizes operations. Let’s discuss further to finalize scope and timelines. Regards, Brijesh Mathur
₹1 300 INR 40 päivässä
2,1
2,1

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