Custom Round-Robin Lead CRM
Budget / SalaryC$30–250
TypeFreelance project
LocationRemote
Posted3 hours ago
I’m finishing the new lead-generation site for WestCoastPowerSports (westcoastpowersports.ca) on the Base44 platform and now need a purpose-built CRM to catch every inquiry that comes through the site. The system must automatically feed those leads to my small sales team—never more than five reps—in an even, round-robin rotation while keeping me in the administrator seat so I can monitor performance and step in when needed.
Beyond the core distribution logic, I want the workspace to feel like a real sales console: reps should see today’s follow-ups, log calls or texts in seconds, and get gentle reminders when a task is slipping. I also need reporting that shows conversion progress at a glance—nothing overly complex, just clear dashboards we can act on.
Whether you configure an existing tool (Zoho, HubSpot, Pipedrive, Airtable, etc.) or spin up a lightweight custom stack is up to you; what matters is reliability and ease of use. API hooks or web-form integrations with Base44 must be solid so every form submission lands instantly in the pipeline.
Deliverables
• Fully configured CRM with lead capture connected to Base44 forms
• Round-robin assignment rule tested and working for up to five users
• Activity tracking interface with reminders and simple call/notes logging
• At-a-glance reporting on lead volume, status, and rep performance
• Administrator access for me plus onboarding guidance for the team
Acceptance criteria: the first live web lead must appear in the CRM, auto-assign to a rep in the correct sequence, trigger a follow-up reminder, and display in the dashboard without manual intervention. If that happens consistently, we’re in business.
Beyond the core distribution logic, I want the workspace to feel like a real sales console: reps should see today’s follow-ups, log calls or texts in seconds, and get gentle reminders when a task is slipping. I also need reporting that shows conversion progress at a glance—nothing overly complex, just clear dashboards we can act on.
Whether you configure an existing tool (Zoho, HubSpot, Pipedrive, Airtable, etc.) or spin up a lightweight custom stack is up to you; what matters is reliability and ease of use. API hooks or web-form integrations with Base44 must be solid so every form submission lands instantly in the pipeline.
Deliverables
• Fully configured CRM with lead capture connected to Base44 forms
• Round-robin assignment rule tested and working for up to five users
• Activity tracking interface with reminders and simple call/notes logging
• At-a-glance reporting on lead volume, status, and rep performance
• Administrator access for me plus onboarding guidance for the team
Acceptance criteria: the first live web lead must appear in the CRM, auto-assign to a rep in the correct sequence, trigger a follow-up reminder, and display in the dashboard without manual intervention. If that happens consistently, we’re in business.
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