Description
Summary PLEASE READ THIS FIRST! Quick Project Approach This project will be developed in multiple phases. The objective of Phase 1 is to build a Minimum Viable Product (MVP) that allows our business to start operating as quickly as possible. A public-facing frontend has already been built using the Simply.com Website Builder. The website is live and already allows customers to submit their information Phase 1 Scope The first phase should include the following core functionality: Administrator Portal The administrator must be able to: Create and manage Sales Representatives. Create and manage Partner Companies. Create product categories. Assign product categories to Partner Companies. View all registered customers. View which Sales Representative created each customer. View which Partner Company has received each lead. Sales Representative Portal Sales Representatives should be able to: Log in securely. Register new customers while speaking with them. Enter customer information. Select one or more product categories requested by the customer. Submit the lead into the system. Partner Portal Partner Companies should be able to: Log in securely. View only the leads assigned to them. View complete customer details. Update the status of each lead. Manually register whether a lead resulted in a sale. Lead Distribution The administrator should be able to manually assign leads to one or more Partner Companies. Automatic API integrations are not required for Phase 1, but the platform should be designed so they can be added in later phases. Dashboard Only a simple dashboard is required in Phase 1, showing: Total customers. Total leads. Leads per Sales Representative. Leads per Partner Company. Sales registered by Partner Companies. Future Phases /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////// THEN!!! -- We are looking for an experienced Full Stack Developer (or development team) to build a custom web-based CRM and Lead Management Platform for an established business. This is a completely custom solution and not based on WordPress or other off-the-shelf CRM systems. The platform will manage customer registrations, internal users, partner companies, lead distribution, dashboards, reporting, user roles, and API integrations. The solution will include several user roles, including: Administrators Internal Sales Representatives Business Partners The system will also include: Customer management Lead management Role-based permissions Dashboards & reporting API integrations Marketing source tracking Export functionality Future scalability The platform must be designed with scalability, security, and performance in mind. Technical Requirements We are open to your preferred technology stack, but the solution should be modern, scalable, and maintainable. Important A detailed functional specification has already been prepared. To protect our business model, the complete documentation will only be shared with shortlisted candidates after signing a Non-Disclosure Agreement (NDA). What we are looking for Senior Full Stack Developer or experienced development team Strong UI/UX understanding Experience building CRM or ERP systems API integration experience Excellent database design skills Clean and maintainable code Good English communication Please include in your proposal Similar CRM or Lead Management projects you have built. Your recommended technology stack. Estimated team size. Availability. Estimated timeline. Hourly rate or fixed-price estimate. Links to previous work (if available). This project has the potential to evolve into a long-term collaboration with ongoing feature development and maintenance.