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1. I need a CRM for Manage my Client Contact Details (Company Name, Phone, Phone 2, Phone 3, Phone 4, Phone 5, Contact Person 1, 2,…5. Email1, Email 2, Email 3, State, City, Sister concern (company) – 10K contacts 2. I have option to add lead/date from excel as well as manual (1 by 1 ) 3. Prevent duplicity, (if a company/phone already added show error), I should option to merge or create duplicate data/Lead. 4. Must be sync what’s app message of client discussion ([login to view URL] ) 5. I need 2 types of users like admin user and employee user. 6. Feature – Admin can see all details, like employee discussion with client over what’s app, upcoming follow-up, Hot deal, Pipe line, day/weekly/Monthly performance. 7. Only Admin have right to change/Delete the Client data. 8. Employees have option to add manual lead, create follow-wp, add remarks, get reminder of follow-up call before 10-15 mins, can see history of last discussion/Remarks, also can check what’s API Messages. 9. should have Audit Log (optional) 10. Should have option to back of Master Data 11. Should have option to search by Phone No, Email or Company Name. 12. I have big Rock Linux hosting (C panel) for hosting CRM. 13. Have option to bulk edit (like Lost lead – to – Fresh Lead)
Project ID: 40550975
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61 freelancers are bidding on average ₹8,091 INR for this job

****Custom CRM Development**** I can develop a secure, scalable CRM tailored to your workflow, with WhatsApp integration, role based access, advanced lead management, and powerful reporting all deployable on your BigRock Linux cPanel hosting. **Here's my approach:** → Build a custom CRM to manage 10K+ client records with Excel import, manual lead entry, duplicate detection, merge options, and advanced search by company, phone, or email. → Implement Admin and Employee roles with permissions for lead management, follow ups, reminders, remarks, WhatsApp message sync, and complete interaction history. → Develop dashboards for pipeline tracking, hot deals, employee performance, follow ups, and audit logs, along with master data backup and bulk lead updates. → Integrate the WhatsApp API/extension, optimize MySQL for fast performance, and deliver a secure, responsive application with clean, well documented code. **Flow** Requirement Analysis → Database Design → CRM Development → WhatsApp Integration → Testing → Deployment on cPanel Let's connect... Thanks
₹35,500 INR in 10 days
8.2
8.2

**Building your Robust, Customized CRM — 10K contacts, WhatsApp sync, dual-user control, and zero duplicate chaos.** You need a production-ready CRM that centralizes multi-contact client records, enforces data integrity, and gives your admin full visibility into every employee touchpoint and deal stage. Here is my exact execution plan: **Contact & Lead Engine:** Multi-phone/email/contact-person schema supporting 10K+ records, with bulk Excel import, manual entry, and real-time duplicate detection with merge-or-keep resolution. **WhatsApp Sync Module:** Deep integration with the provided Chrome extension API to pull client conversation threads directly into each contact's timeline — visible to admin and employees. **Role & Permission Layer:** Admin-only edit/delete rights, employee lead creation, remarks, follow-up scheduling, and a 10–15 min pre-call reminder system built into the notification engine. **Pipeline & Performance Dashboard:** Admin views covering Hot Deals, Pipeline stages, upcoming follow-ups, and day/weekly/monthly employee performance analytics. **Data Integrity & Operations Suite:** Audit log, master data backup, global search by phone/email/company, and bulk status editor (e.g., Lost → Fresh Lead) for fast list hygiene. I will deliver the fully deployed CRM on your Big Rock cPanel Linux hosting for **$6,300 over 7 days**. Does the WhatsApp extension sync via webhook or does it require a persistent browser session on the server side?
₹6,300 INR in 7 days
6.9
6.9

Hello I got your requirements we can do it asap , let's connect in chat and discuss further, Waiting for your reply
₹1,500 INR in 4 days
5.3
5.3

Hello, I reviewed your Robust, Customized CRM Development project. Problem: Many businesses outgrow off-the-shelf CRM solutions due to limited customization, disconnected workflows, inefficient reporting, and integration challenges, reducing team productivity. Solution: I can develop a fully customized CRM with lead and customer management, sales pipeline tracking, workflow automation, role-based access, reporting dashboards, document management, API integrations, notifications, and a responsive interface. My experience includes Laravel, PHP, React, Node.js, MySQL, PostgreSQL, REST APIs, and enterprise CRM development. Custom CRM platforms are commonly built to centralize customer data, automate workflows, and integrate with existing business systems. Result: You will receive a secure, scalable, and user-friendly CRM that streamlines operations, improves team collaboration, automates repetitive tasks, and provides a strong foundation for future business growth. A few questions: • Which departments will use the CRM—Sales, Customer Support, Marketing, Operations, or all of them? • Which core modules are required, such as lead management, customer management, quotations, invoicing, task management, or reporting? • Do you need integrations with ERP systems, accounting software, email platforms, WhatsApp, or payment gateways? • Do you already have the workflow documentation and UI/UX designs, or should the CRM be designed from the ground up? Thanks
₹12,000 INR in 7 days
5.6
5.6

Hello, I can develop your CRM as a secure, scalable web application covering contact management, Excel import, duplicate detection with merge, follow-up reminders, lead pipeline, role-based access (Admin/Employee), dashboards, audit log, backups, bulk updates, and fast search across 10K+ records. I have experience building custom business systems with clean architecture, optimized databases, and maintainable code, ensuring the CRM remains fast and easy to extend as your business grows. Before we begin, I'd like to clarify three points that impact the implementation: • Is your BigRock cPanel hosting a shared hosting plan or a VPS with root access? • Does the WhatsApp Chrome extension provide an API/webhook for synchronization, or do you already have another integration method? • Do you already have the lead stages (Fresh, Hot, Lost, etc.), or should I implement a recommended sales pipeline? I'll also optimize the database for duplicate prevention and high-performance searches, implement proper role permissions, and follow secure development practices to ensure a reliable production-ready CRM. I'd be happy to discuss the details and start right away.
₹10,000 INR in 7 days
5.6
5.6

As a software development studio, CRM integration and enhancement has been one of our major strengths over the years. Your customizable CRM project requires robust features for easy data import, prevention of duplicity, sync with WhatsApp messages, multi-user accessibility, performance monitoring, and much more. Thankfully, we've successfully handled projects of this nature in the past. With experience in working on MySQL and PHP platforms and utilizing tools like Laravel, we can confidently ensure that your storage needs will be handled effectively. Plus, our knowledge of JavaScript implies we can integrate your CRM with Chrome's API to fetch WhatsApp data. Our commitment to clear communication means we understand the importance of data security, granting only authorized access to admin users while ensuring that employees can use the system optimally. We also value data integrity and have developed audit logs before if you want this optional feature. Finally, choosing us equates to choosing a long-term partner who is dedicated to delivering clean, scalable systems for your business growth. I’m excited about the opportunity to help implement or update a streamlined CRM system for you that will exponentially improve not just client management but your overall operations. We look forward to taking your business efficiency to new heights!
₹10,000 INR in 3 days
5.2
5.2

Hi, I can build a custom web-based CRM that runs on your BigRock Linux cPanel hosting and is designed for 10,000+ contacts. ✔ Contact management with multiple phones, emails & contacts per company ✔ Excel import + manual lead entry ✔ Duplicate detection with merge/allow duplicate option ✔ WhatsApp message sync integration ✔ Admin & Employee roles with role-based permissions ✔ Follow-ups, reminders, remarks & discussion history ✔ Pipeline, hot deals & performance dashboards ✔ Advanced search (phone, email, company) ✔ Bulk update, audit log, master data backup & secure database The CRM will be fast, scalable, and easy to manage, with a clean interface and future expansion support.
₹10,000 INR in 6 days
4.9
4.9

Hi, I can help you build this CRM. I understand you need a system to manage ~10K contacts with companies, multiple phones/emails, follow-ups, WhatsApp sync, roles, and full admin control. Here’s how I would build it: ✔ Client CRM with company + multi-contact structure (phones, emails, persons, sister concerns) ✔ Excel import + manual lead entry ✔ Duplicate detection (company/phone/email) with option to merge or keep duplicate ✔ Role-based system (Admin + Employee) ✔ Admin dashboard: full visibility of leads, WhatsApp discussions, pipeline, follow-ups, performance reports ✔ Employee access: add leads, remarks, reminders, follow-ups, history view ✔ Follow-up reminders (10–15 min alerts) ✔ Search by phone, email, company name ✔ Bulk actions (status updates like Lost → Fresh Lead) ✔ Backup + audit logs ✔ WhatsApp chat sync integration (via supported API/extension flow) ✔ Deployable on your Linux cPanel hosting Tech stack suggestion: Node.js + Express (backend), React (frontend), MySQL/PostgreSQL (database) Timeline: MVP: 2–3 weeks Full system: 3–5 weeks I’ve built similar CRM and lead management systems with role-based access and bulk data handling at scale. Let’s connect and I can start with database structure + import flow first.
₹7,000 INR in 7 days
5.2
5.2

Hello, I’m interested in your CRM development project. I have experience building custom CRM solutions with lead management, user roles, WhatsApp integration, reminders, duplicate detection, bulk import/export, search, and reporting. I can develop a secure, user-friendly CRM that meets your requirements, including admin/employee access, follow-up management, audit logs, backups, and deployment on your Linux cPanel hosting. I’m ready to discuss your requirements and get started. Warm Regards, Monica Bhatia
₹6,000 INR in 2 days
5.0
5.0

Hi, I've reviewed your CRM requirements and have experience developing custom web-based CRM systems with role-based access, lead management, WhatsApp integration, reminders, duplicate detection, bulk import/export, and advanced search features. I can build a secure CRM that works on your Linux cPanel hosting, supports 10K+ contacts, Excel import, follow-up reminders, audit logs, data backup, bulk editing, and separate Admin/Employee permissions as outlined in your requirements. I'd be happy to discuss the WhatsApp integration and workflow in more detail to ensure the CRM matches your business process. I look forward to working with you.
₹4,000 INR in 4 days
3.9
3.9

Hello, I can build you a custom CRM for managing 10K+ client records with full lead tracking, duplicate prevention, and role-based access (Admin + Employee). It will support Excel import + manual entry, smart search (company/phone/email), follow-up reminders, bulk updates, and complete lead history tracking. Admin will have full control, including edit/delete rights, performance reports, and audit logs, while employees can manage leads and follow-ups only. WhatsApp conversation sync can also be integrated so all client discussions appear inside each lead profile. The system will be lightweight and optimized to run smoothly on your cPanel hosting. I’ve built similar CRM systems before with lead pipelines, duplicate handling, and reporting dashboards. Ready to start immediately. Best regards, Usama K
₹4,000 INR in 2 days
3.2
3.2

With my expertise in full-stack development combined with an intricate understanding of API integrations, I am confident in my ability to deliver a robust and completely custom CRM solution tailored specifically for your requirements. I have years of hands-on experience crafting complex systems similar to the one you envision, and I understand the importance of both functionality and user experience. This is precisely what sets me apart - a perfect blend of technical proficiency and practicality. Having worked extensively with various databases, notably MongoDB and Mongoose, I have the skills necessary to ensure data integrity and find comprehensive solutions for features such as preventing duplicity and enabling search by multiple fields like phone number, email or company name. Additionally, being adept at deployment on different cloud platforms including Cpanel based hosting like your Big Rock Linux ensures smooth commisioning of the system. Moreover, as you outlined the need for admin-employee access distinction, providing different privileges to users, monitoring communication history, setting reminders and having control over all data with necessary audit log; I assure you that all these requirements will be met diligently.
₹8,600 INR in 8 days
3.1
3.1

Hello, I have reviewed your CRM requirements and I can build a secure, scalable web based CRM tailored to your workflow with lead management for 10K+ contacts, Excel import, duplicate detection with merge options, role based access for admin and employees, follow up reminders, remarks history, advanced search, bulk updates, backup, audit logs, dashboards, and WhatsApp conversation syncing through the supported API or integration. The system will be optimized for deployment on your BigRock Linux cPanel hosting with a clean, responsive interface and well structured code that is easy to maintain and extend as your business grows. One question before we begin, do you want the WhatsApp integration to use the Chrome extension you shared only, or are you open to using the official WhatsApp Business API for a more reliable long term solution? Best regards Ammar Ahmed Malik
₹1,500 INR in 1 day
3.6
3.6

Hi, Your CRM project is an excellent match for my experience. I've worked on PHP/Laravel-based CRM systems, admin panels, role-based access, API integrations, Excel import/export, and business workflow customizations. I can develop a secure CRM with duplicate detection, lead management, employee follow-ups, reminders, search, reporting, role-based permissions, backup functionality, and an admin dashboard. I'll also review the WhatsApp integration requirement and recommend the most reliable approach based on your existing workflow. I can complete this project within 18–22 days. One question: For WhatsApp synchronization, do you want to use the Chrome extension you shared, or are you open to using the official WhatsApp Business API if needed? Looking forward to discussing your project. Best regards, Khushi
₹12,500 INR in 7 days
3.1
3.1

Hi, I have experience building custom CRM systems with lead management, role-based access, WhatsApp integrations, reminders, audit tracking, and scalable databases, and I can develop a secure CRM tailored to your workflow with duplicate prevention, follow-up automation, and employee performance tracking.
₹7,000 INR in 7 days
3.2
3.2

Hi, I can develop a secure, scalable CRM tailored to your workflow with contact management, Excel import, duplicate detection and merge options, role-based access (Admin/Employee), follow-up reminders, WhatsApp integration, advanced search, bulk updates, audit logs, and data backup. The system will be optimized to manage 10,000+ contacts and can be deployed on your BigRock Linux cPanel hosting. I'd be happy to discuss the best technology stack, integration approach, and provide a realistic timeline after reviewing your complete requirements. Best regards, Shailender
₹12,000 INR in 15 days
2.8
2.8

Hi….I read your project description and understood your requirements. Let’s start chat to discuss in details. I have more than 10 years of experience in Web Designing & Development, Mobile Application, CRM, Graphics Design, Game Development, Digital Marketing & Complete Software Solutions.... for quality services connect with me. My Top Skills: Java, Kotlin, Shift, Native Android, XML, Angular, Unity, Node, React Native, Flutter, Python, HTML, HTML5, CSS, Bootstrap, MySql, Wordpress, Core Php, Oops Concept, Framework (Code Igniter, Cake Php, Laravel). Let’s connect via chat to discuss your specific milestones and timeline. Thanks & Regards. Waiting positive response.
₹7,000 INR in 7 days
2.6
2.6

❤️Hi there❤️ I can develop a customized CRM system for you to manage 10K client contacts efficiently. The system will include features like preventing duplicity, syncing WhatsApp messages, user roles (admin and employee), detailed reporting, and search options by phone, email, or company name. This project perfectly aligns with my expertise, and I am confident in delivering it within the specified timeframe with 100% accuracy. I would love to connect with you and invite you to review my profile for more information. Looking forward to the opportunity to work together on this exciting project! Warm regards, Thaveesha
₹7,000 INR in 7 days
2.3
2.3

With over 6 years of dedicated experience in web and mobile app development, I believe I can implement your CRM project with confidence and precision. During my career, I have worked on several large-scale projects just like yours. The robust CRM system you envision, with features such as managing hundreds of contacts per company and infallible data synchronization, is where my expertise truly shines. My familiarity with the technologies you've mentioned including React.js, Node.js, MongoDB, and MySQL perfectly aligns with your requirements. Moreover, my background in building ERP and CRM systems specifically sets me apart from other candidates. I am detail-oriented to address your specific needs such as preventing duplications effectively or consolidating duplicate leads. Building an efficient, secure database that can avidly handle a massive amount of data in a high-performance manner will be my key focus here. Additionally, I will make sure to develop a user-friendly interface for both admin and employee users so that even with functionalities like WhatsApp messages integration and follow-up reminders they could easily navigate through the system.
₹6,500 INR in 6 days
2.2
2.2

I can build a scalable CRM tailored for managing 10K+ client records with strong deduplication, role-based access, and WhatsApp-driven communication tracking. I’ve developed similar CRM/lead management systems with bulk import, duplicate detection, audit logs, and role-based permissions (Admin/Employee) along with performance dashboards and follow-up automation. Proposed solution: • Laravel or Node.js CRM optimized for cPanel (Rock Linux hosting) • Excel + manual lead import with smart duplicate detection (merge/skip) • Role-based system (Admin full control, Employee restricted access) • WhatsApp chat sync via API/extension integration • Follow-up reminders, pipeline tracking, hot deals, analytics • Search by phone/email/company + bulk updates + backup system I will ensure secure, fast performance for large datasets and easy future scaling.
₹7,000 INR in 7 days
2.3
2.3

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