Custom CRM with Predictive Analytics

USD 250–750

OpenListed onFreelancer.com
Fixed

About the project

I need a full-cycle build of a feature-rich CRM that lets my Sales Reps work efficiently while giving Executives a clear, real-time view of the pipeline. The core of the platform is predictive analytics—specifically pipeline-conversion probability charts and forward-looking sales projections—so the data layer and modeling logic must be rock-solid and usable inside both a browser and a mobile app. Scope in a nutshell • Web application with a clean, role-based interface for Sales Reps and an executive dashboard for quick drill-downs. • Native-feel mobile companion (iOS and Android) that mirrors key desktop functionality and supports secure offline caching. • Omnichannel touchpoints for Web and voice Calls from day one; the architecture should remain flexible enough to plug in other channels such as social or support chat later without refactoring. • Workflow automation rules that send trigger emails, assign tasks, and fire notifications as soon as lead status changes. • Enterprise-grade security and data privacy baked into every layer, from encrypted storage to granular access policies. High-level deliverables 1. Production-ready web app 2. Cross-platform mobile app 3. Executive analytics dashboard 4. API layer with Web and Call integrations 5. Documentation (architecture, setup, and user guides) 6. Initial test suite & CI/CD pipeline Acceptance criteria – Predictive charts match sample datasets provided and update within two seconds of data input. – Web and Call integrations function end-to-end, logging interactions automatically. – Mobile app passes App Store and Play Store review guidelines. – OWASP Top 10 vulnerabilities independently penetration-tested and cleared. I’m stack-agnostic—as long as you can justify your choices and demonstrate scalable, maintainable code, I’m open to React, Vue, Angular, Flutter, React Native, Node.js, Django, or similar. Please outline your proposed architecture, timeline, and any comparable CRM or analytics projects you’ve delivered. I’m ready to start as soon as we align on a roadmap and milestones.

Skills required

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