Web CRM for Support Team
Budget / Salary₹12,500–37,500
TypeFreelance project
LocationRemote
Posted2 hours ago
I need a browser-based customer management system built specifically for my customer support agents. The application should let them quickly capture new customer records, pull up existing profiles, and see a clear timeline of every phone call, email, or chat the customer has had with us.
Key deliverables
• Customer data entry & secure storage
• Customer interaction tracking that links calls, emails, and chats to each profile
The workflow has to feel as fast as a modern SaaS dashboard, so a responsive interface (React, Vue, or similar) paired with a solid API layer is important. I will run this on our own server, so please structure the project so it can be deployed on a standard Linux stack—SQL or NoSQL database is fine as long as data integrity and backups are covered.
Access control is essential; only logged-in support staff should see customer details. An admin role should be able to add users and manage basic system settings.
Please outline:
• The tech stack you propose
• How you will handle authentication and role-based permissions
• A rough timeline with milestones from prototype to hand-over, including testing
Once the final build passes a short UAT session with my support team and the code is handed over (Git repo preferred), the project will be complete.
Key deliverables
• Customer data entry & secure storage
• Customer interaction tracking that links calls, emails, and chats to each profile
The workflow has to feel as fast as a modern SaaS dashboard, so a responsive interface (React, Vue, or similar) paired with a solid API layer is important. I will run this on our own server, so please structure the project so it can be deployed on a standard Linux stack—SQL or NoSQL database is fine as long as data integrity and backups are covered.
Access control is essential; only logged-in support staff should see customer details. An admin role should be able to add users and manage basic system settings.
Please outline:
• The tech stack you propose
• How you will handle authentication and role-based permissions
• A rough timeline with milestones from prototype to hand-over, including testing
Once the final build passes a short UAT session with my support team and the code is handed over (Git repo preferred), the project will be complete.
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