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Custom CRM for M&A firm

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Job Details

Budget $5000.00 fixed
ExperienceIntermediate
DurationUnknown
Weekly hoursUnknown
Client countryAbout the client
Proposals20 to 50
Interviewing0
Invites sent0
First seenMon, Aug 17, 2026 10:19 PM
Last seenTue, Aug 18, 2026 12:36 AM

Description

Summary We are a boutique M&A advisory firm seeking an experienced full-stack developer to build a proprietary internal deal management platform. This is a two-phase engagement: a fixed-price build followed by an ongoing monthly maintenance agreement. The platform includes: Internal admin dashboard for managing deal listings, a buyer database, broadcast email campaigns, NDA tracking, and secure data rooms Buyer-facing portal with invite-only registration, per-listing NDA execution, and tiered document access control Required experience: E-signature API integration (HelloSign or DocuSign) SendGrid broadcast email with domain authentication AWS S3 secure file storage using signed URLs JWT-based authentication and tiered access control PostgreSQL database design Build budget: $5,000–$8,000 fixed price, milestone-based Maintenance: Ongoing monthly retainer post-delivery — include your proposed rate Requirements: 90%+ Job Success Score, 1,000+ hours billed on Upwork Schedule: We are flexible but would like to see completion within 2 months. A detailed job posting is attached to this listing outlining the full build scope, portal workflow, tech stack, milestone structure, and maintenance expectations. Please review before submitting your proposal. Generic proposals will not be reviewed.

Skills

CRM Development Full-Stack Development Node.js

Notification History

ChannelTypeStatusSentError
telegram ai_job_alert sent Mon, Aug 17, 2026 10:19 PM -
telegram pre_ai_job_alert sent Mon, Aug 17, 2026 10:19 PM -

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