CRM System Development (FastAPI + React)

@ambar

When expiry hits, should task create immediately or in daily batch? WhatsApp sending — you already have API or I should plug one? Should caller see only today list or also overdue? I went through your description carefully. Looks clear, mostly CRUD + reminders. Hi, this is Ambar Shome, I work independently but also run Shome & Associates for larger projects. I’ve built similar reminder + follow-up systems before. Same idea. I’ll keep it simple. FastAPI backend, React UI, no overengineering. Tasks from expiry via daily scheduler (Celery), not per record… keeps it stable Today calls list pre-generated daily… fast load, no heavy query Basic priority = days left + service type WhatsApp/SMS with retry (if fail → retry 2 times + log) Simple manual fix screen (if caller marks wrong outcome) Role access via Keycloak mapped once, then reused in API Audit logs append only… no editing Backup nightly dump… keep last 7 copies Frontend will be clean, mobile friendly. Caller screen very minimal. Razorpay webhook handled async so it doesn’t block. Docs + docker setup included. Ubuntu deploy no problem. Follow-up escalation I’ll keep rule-based first… easier to control. Should escalation be same for all services or different per service?

@anshumanvermaUK

Hi, I can help build your CRM using FastAPI + React with full Docker setup, Keycloak (2FA), and all required workflows like renewals, tasks, and reminders. I’ve worked on similar backend-heavy systems and can deliver clean, production-ready code with proper structure and docs. Thanks Anshuman

@aadips

We've built CRM-style management systems before and this project spec is clear and well-scoped. Here's how we'd deliver it at Webneco: The backend would be FastAPI with PostgreSQL, using Keycloak for enterprise-grade auth (role-based access: callers, supervisors, admin). The data model would center on customers with multiple linked services (insurance, PUC, vehicle fitness, AMC), each with expiry tracking and priority scoring. Core features we'd implement: - "Today's Calls" view: auto-sorted by due date and priority, 1-click outcome buttons (called, not reachable, follow-up scheduled) - Auto task generation: cron jobs running daily to flag upcoming expirations 30/15/7 days out - Follow-up escalation: normal → relative → visit workflow with configurable triggers - Self-hosted on Ubuntu VPS (India) with Docker Compose + Nginx + SSL Frontend in React with a clean dashboard UI for both callers and supervisors. At Webneco, we carry a 4.9-star rating from 118 clients with 97% on-budget delivery. We've shipped production-grade web apps with PostgreSQL and RESTful backends. A quick question: how many concurrent users do you expect on this system, and do you need WhatsApp/SMS notification integration for renewal reminders?

@kaustubhbawa123

Hi, I am an IIT Grad, PMP Certified Professional, ex-BFSI and worked at fortune 500 companies. I will make it a reality for you. As a CRM System Developer, I will develop a production-ready CRM system using FastAPI as the backend API framework, React. js as the frontend framework, and PostgreSQL as the database management system. Kindly click on the chat button so we can discuss and get started. Will share you my prior projects done and my resume too. I have been doing freelancing since 2019 worked at top MNCs in both USA and India. Lets connect

@KayaCreation

Hello there! After reading your project "CRM System Development (FastAPI + React)" detail this looks like a perfect fit for my skill sets. I am professional designer which have lot of experience for 10 years in PHP, Keycloak, Node.js, Linux, Docker, PostgreSQL, FastAPI and MySQL. I am so interested with your project. If you choose me to do the project you will get: - Free revision - high quality and original design - high resolution image with transparent png file - extra fast delivery Please take a minute to click my profile and see my work. Thank you & look forward to the opportunity to work with you you can see my some work here: https://www.freelancer.in/u/KayaCreation Thank you kaya

@techsty2014

Hey, I will build your renewal and service CRM with FastAPI, React/Tailwind, PostgreSQL, Redis, Celery, and Keycloak with mandatory 2FA — all containerized with Docker Compose and deployed on your Ubuntu VPS behind Nginx. The system will cover customer/service management, auto task generation with priority scoring, the Today's Calls screen with one-click outcomes, follow-up escalation flows, lead pipeline, and Razorpay payment integration. For the automated reminders, I will use Celery beat with Redis to schedule WhatsApp/SMS at the 30/15/5-day marks, with a dead-letter queue so failed messages retry automatically instead of getting lost. Questions: 1) Which WhatsApp Business API provider are you using — or should I recommend one? 2) Are your system document and database structure ready to share now so I can validate the schema before starting? Looking forward to talking through the details. Faizan

@malkesh3m

⭐ Hello there, My availability is immediate. I read your project post on CRM System Development (FastAPI + React). We are experienced full-stack Python developers with skill sets in - Python, Django, Flask, FastAPI, Jupyter Notebook, Selenium, Data Visualization, ETL - React, JavaScript, jQuery, TypeScript, NextJS, React Native - NodeJS, ExpressJS - Web App Development, Data Science, Web/API Scrapping - API Development, Authentication, Authorization - SQLAlchemy, PostegresDB, MySQL, SQLite, SQLServer, Datasets - Web hosting, Docker, Azure, AWS, GPC, Digital Ocean, GoDaddy, Web Hosting - Python Libraries: NumPy, pandas, scikit-learn, tensorflow, etc. Please send a message So we can quickly discuss your project and proceed further. I am looking forward to hearing from you. Thanks

@sumipundir01

Hi, I have completed many projects using the MERN Stack. I can do this job very well according to your needs. I will start immediately Thanks

@MQamar123

With over 7 years of experience in software development and a deep understanding of your project's requirements, I am confident that I can deliver a high-performing and user-friendly CRM system. My expertise in Linux, MySQL, and Node.js align perfectly with the tech stack you have chosen for this project - FastAPI, PostgreSQL, Redis, Celery, Keycloak (including mandatory 2FA), React, TailwindCSS and Docker. My previous work has included tasks similar to what you have outlined. In particular, I've developed systems that involved customer management with multiple services per customer, auto task generation based on expiry dates with priority scoring, automated reminders via WhatsApp/SMS at specific durations before expiry. I've also implemented role-based access for different user types, payment integration (including Razorpay), daily auto-backup and audit logs amongst others. Moreover, my experience in cloud computing will help ensure a seamless hosting of the CRM system on your Ubuntu VPS in India. I value complete customer satisfaction and clear communication throughout projects. Therefore, you can expect timely delivery of all the required documentation including the complete source code with Docker Compose setup. Let's collaborate to bring your CRM vision to life!

@bridgestonetech1

Hi, I’ve reviewed your requirements for a production-ready Renewal & Service CRM. I can build the full system using FastAPI, React, PostgreSQL, Redis, Celery, and Keycloak with mandatory 2FA, fully containerized via Docker Compose and deployed on your Ubuntu VPS. I’ll implement customer management, multi-service tracking, auto task generation, follow-up escalation, sales pipeline management, and automated WhatsApp/SMS reminders, all with role-based access and responsive frontend. I’ll deliver complete source code, Docker setup, mobile-responsive frontend, full documentation, Keycloak configured with 2FA, and audit/logging features. Once I review your system documents and workflow diagrams, I can provide a realistic timeline and fixed-price proposal. Looking forward to your reply.

@paruls154

Hi As a seasoned professional, I bring immense value to the table as the go-to expert for your CRM system development. Together, we can harness the power of FastAPI + React + Keycloak + PostgreSQL, crafting a solution tailored to your needs. Having worked extensively with similar tech stacks throughout my 10+ year career in web and mobile application development - particularly in industries like fintech, healthcare, retail & eCommerce among others - I understand that your project specifics require a disciplined approach and keen attention to detail. Please have a look at our past work links 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

@shibbuquadir

With extensive experience in both front-end and back-end technologies, including React, Angular, and Node.js, my team at Paper Perfect is equipped with the skills to build your Renewal & Service CRM. Plus, our proficiency in working with fastAPI, PostgreSQL, Keycloak and Docker makes us uniquely qualified for your project. We have a proven track record of developing high-quality, user-friendly applications that align perfectly with the intricate requirements of your project. Our commitment to quality does not end with the completion of the project. We understand the importance of long-term support for mission-critical systems like CRMs. That's why we also offer comprehensive documentation and ensure easy deployment through Docker as well as provide daily auto-backup to protect your valuable data. In conclusion, by selecting Paper Perfect for your CRM development project you get not only skilled developers but also a partner who values customer satisfaction and goes above and beyond to ensure your business success

@letswork92

Hello! I understand that you're seeking a robust CRM system tailored for managing customer service renewals, which is crucial for maintaining client relationships and ensuring timely follow-ups. The need for features like automated task generation and seamless communication through WhatsApp/SMS indicates your focus on efficiency and user experience. With over 12 years of experience in Full-Stack Development, I have successfully built similar systems using FastAPI, PostgreSQL, and React. My expertise extends to implementing role-based access with Keycloak and ensuring mobile responsiveness with TailwindCSS. Additionally, integrating Razorpay for payment processing aligns perfectly with your requirements. I am particularly intrigued by the auto-backup and audit log features you mentioned; these are essential for data integrity. To streamline our collaboration, could you share any specific challenges you've faced with previous systems or what improvements you'd like to see in this new CRM? Looking forward to discussing your project further!

@omarz33

Hello! I'm thrilled about the opportunity to work on the development of your Renewal & Service CRM using FastAPI and React. I understand the importance of having a production-ready CRM system for managing customer service renewals efficiently. Here's how I plan to tackle your project: - Implement robust customer management with multiple services per customer - Develop an automated task generation system based on expiry dates with priority scoring - Create a user-friendly "Today's Calls" screen with 1-click outcome buttons - Establish a seamless lead creation and sales pipeline process - Integrate automated WhatsApp/SMS reminders and Razorpay payment gateway - Ensure role-based access, daily backups, and audit logs functionality With my expertise in FastAPI, PostgreSQL, React, and Keycloak, I am confident in delivering a comprehensive solution tailored to your needs. Let's discuss further to bring your CRM vision to life!

@jagratip3

Hello, Your requirement is a production-grade, self-hosted CRM with automation at its core, and your stack (FastAPI + React + Keycloak) is exactly how I build scalable systems. I’ve worked on similar platforms involving task automation, expiry-based triggers, role-based access, and payment integrations, so I can deliver this end-to-end with clean architecture. Implementation approach: • Backend: FastAPI + PostgreSQL (optimized schema for multi-service customers) • Async jobs: Celery + Redis for reminders, task generation, escalation logic • Auth: Keycloak with mandatory 2FA (roles: Admin, Caller, Salesman) • Frontend: React + Tailwind (mobile-first “Today’s Calls” UX) • Infra: Docker Compose + Nginx on Ubuntu VPS (secure, self-hosted) Core features covered: • Auto task creation + priority scoring • Call workflow with 1-click outcomes • Escalation logic (normal → relative → visit) • Sales pipeline (quote → close) • WhatsApp/SMS reminders (30/15/5 days) • Razorpay integration • Audit logs + daily automated backups Deliverables: • Fully containerized system (ready to deploy) • Keycloak configured with 2FA • Clean, documented codebase • Setup + maintenance guide Timeline: 3 weeks (phased delivery) Availability: Immediate I can review your system docs and start quickly. Let’s build a reliable, automation-driven CRM. Best regards.

@shailender18

My name is Shailender and I am a Full Stack Developer with an extensive background in MEAN and MERN stack development. Given your project’s requirements, my experience in building robust and scalable web and mobile applications using React.js, alongside Node.js, MongoDB, Docker, Redis, Keycloak and other tools in your stack is a perfect match. My expertise also includes automation workflows with n8n, and I can leverage that to streamline your CRM’s processes. Moreover, I have strong architectural design skills, which will enable me to create a self-hosted solution that fits your needs. I understand the significance of user security in CRMs; therefore, implementing mandatory 2FA through Keycloak wouldn't be a challenge for me. In terms of project management, I emphasize clear communication and efficient coding standards. Additionally, my skills extend to AWS deployment + CI/CD pipelines thus enabling me to handle your specific hosting needs. Finally, being mindful of documentation - as requested - during the project lifecycle is extremely crucial to me.

@shazimjaved

✔ I deliver 100% work — 99.9% is not for me. ✔ This isn’t just a CRM — it’s a workflow automation system with scheduling, escalation, and secure auth. Most fail in task automation + real-time workflows + auth complexity (Keycloak + 2FA). I’ll build a production-ready, Dockerized system aligned with your stack. Workflow Diagram Customer Data ⟶ Service Expiry Engine ⟶ Auto Task Generator ⟶ Caller Dashboard ⟶ Follow-up Escalation ⟶ Sales Pipeline ⟶ Notifications (WhatsApp/SMS) ⟶ Payments Key Highlights ✔ Full stack: FastAPI + React + PostgreSQL + Redis + Celery ✔ Keycloak integration with mandatory 2FA (secure RBAC) ✔ Auto task engine (expiry-based + priority scoring) ✔ “Today’s Calls” dashboard with 1-click actions ✔ Follow-up escalation (normal → relative → visit) ✔ Sales pipeline (lead → negotiation → closure tracking) ✔ WhatsApp/SMS reminders (30/15/5 day automation) ✔ Razorpay integration for payments ✔ Dockerized deployment (Ubuntu VPS + Nginx) ✔ Daily backups + audit logs for reliability ✔ Mobile-responsive UI (TailwindCSS) Best Regards, Shazim Full Stack Developer | CRM & Workflow Systems

@dushyant317

I can build your production-ready CRM using FastAPI + React with Keycloak (2FA), Celery automation, and PostgreSQL—delivering a secure, scalable system with renewal workflows, WhatsApp reminders, and Docker-based deployment on your VPS.

@Sadiyasyeda24

I saw your project and am confident I can deliver on this. I'm currently working on a similar project and understand the importance of a production-ready CRM system for managing customer service renewals. The system must be fully self-hosted on an Ubuntu VPS in India. By integrating FastAPI, React, Keycloak, and PostgreSQL, I can ensure a robust CRM solution that meets all your requirements. I invite you to view my portfolio, which showcases the quality and results of my past work. I look forward to hearing from you. Regards, Sadiya