CRM, VoIP & Automation Build - 11/09/2026 07:56 EDT
Budget / Salary₹12,500–37,500
TypeFreelance project
LocationRemote
Posted3 hours ago
I need a single expert who can design the architecture and then personally build an all-in-one platform that merges CRM, VoIP calling, and—most importantly—robust sales automation.
Scope
• CRM backbone: clean customer data structures, intuitive contact views, role-based permissions, import/export tools, and real-time search.
• VoIP module: in-app softphone, call logging, recordings, click-to-dial, and number provisioning with a reliable SIP provider of your choice.
• Sales automation (top priority):
– Lead scoring and management that updates in real time.
– Automated email campaigns triggered by behavior or pipeline stage, delivered through Mailchimp.
– Visual sales pipeline tracking with drag-and-drop stages, performance dashboards, and deal forecasting.
• Seamless flow among all three pillars—every call, email, and activity must appear on the contact record and feed analytics.
• Cloud deployment, API documentation, and a hand-off session so my internal team can maintain and extend the system.
Tech stack is open; propose what you know best, but please factor in scalability and rapid feature iteration. I value clean code, transparent communication, and delivery milestones tied to working, testable modules. If this sounds like a build you can own end-to-end, let’s talk timeline and next steps.
Scope
• CRM backbone: clean customer data structures, intuitive contact views, role-based permissions, import/export tools, and real-time search.
• VoIP module: in-app softphone, call logging, recordings, click-to-dial, and number provisioning with a reliable SIP provider of your choice.
• Sales automation (top priority):
– Lead scoring and management that updates in real time.
– Automated email campaigns triggered by behavior or pipeline stage, delivered through Mailchimp.
– Visual sales pipeline tracking with drag-and-drop stages, performance dashboards, and deal forecasting.
• Seamless flow among all three pillars—every call, email, and activity must appear on the contact record and feed analytics.
• Cloud deployment, API documentation, and a hand-off session so my internal team can maintain and extend the system.
Tech stack is open; propose what you know best, but please factor in scalability and rapid feature iteration. I value clean code, transparent communication, and delivery milestones tied to working, testable modules. If this sounds like a build you can own end-to-end, let’s talk timeline and next steps.
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