Full-Stack Dev for AI-Integrated CRM

We are looking for an experienced **Full-Stack Developer / AI Automation Specialist** to build a simple and scalable **Customer Management & Automation System**.

### Project Overview

We need a web-based system that helps a small team manage customers, automate repetitive customer-management tasks, and monitor the customer journey from initial contact through onboarding, active usage, follow-up, and renewal.

The system should be designed with **automation and AI integration in mind**, but the first version should remain simple, reliable, and easy to use.

### Core Requirements

The system should include:

* Customer management
* Employee/user management
* Customer assignment to employees
* Customer journey/status tracking
* Tasks and follow-ups
* Customer activity tracking
* Communication history
* Notifications and reminders
* Customer status and health indicators
* Basic dashboard and reports
* Role-based access and permissions

### Customer Journey

The system should allow us to define and track customizable customer stages, for example:

**New Lead → Questionnaire → Proposal → Contract → Payment → Account Setup → Training → Activation → Active Customer → Follow-up → Renewal**

Each customer should have a clear timeline showing their current stage, completed steps, pending actions, and next required action.

### Automation

The system should automatically perform repetitive tasks such as:

* Sending reminders
* Following up with customers
* Creating tasks for employees
* Detecting pending actions
* Notifying employees about important customer activities
* Identifying inactive customers
* Sending renewal reminders
* Updating customer status based on system events

### AI Integration

The architecture should allow future integration with an AI Agent.

The AI should eventually be able to:

* Analyze customer messages
* Identify customer intent
* Detect customers requiring attention
* Create follow-up tasks
* Summarize conversations
* Recommend the next action
* Answer basic customer questions using an approved knowledge base
* Escalate complex or sensitive cases to a human employee

The AI must not make high-risk decisions without human approval.

### Communication Integration

The system should be designed to integrate with external communication channels such as:

* WhatsApp
* Email
* Internal chat

Customer communications should be linked to the relevant customer profile and used as a source for automation and follow-up.

### Dashboard

The dashboard should provide a simple overview of:

* Total customers
* Active customers
* Customers requiring attention
* Pending tasks
* Overdue follow-ups
* Customer journey distribution
* Employee workload
* Customer activity
* Upcoming renewals

The goal is to make the system easy to understand and operate without unnecessary complexity.

### Technical Expectations

The solution should be:

* Modern web application
* Responsive
* Secure
* Scalable
* API-ready
* Modular
* Easy to maintain
* Suitable for future AI integration

The developer should provide a clean architecture with well-documented APIs and database structure.

### Important

We are **not looking for an overly complicated CRM**.

The priority is to build a **simple operational system that automates repetitive customer-management tasks and gives employees clear visibility into what needs to be done.**

The project should be developed in phases, starting with the core customer-management and automation features, followed by AI and communication integrations.

Please include in your proposal:

1. Recommended technology stack
2. Proposed architecture
3. Development timeline
4. Estimated cost
5. Relevant experience with AI agents and automation
6. Experience integrating WhatsApp/Email APIs
7. Examples of similar projects
8. What you recommend for the MVP phase