Custom Sales Management CRM

Multi-Company SaaS Business Management Platform

Complete wireframes, demos, mock-up screens, processes, flows and required document formats will be provided during development.

Reference Platforms
Pipedrive, Zoho and Salesforce.

Objective
Develop a secure, dynamic and fully configurable platform for managing complete business operations, communication, automation and reporting

Technology
The front end shall use React, Next.js and TypeScript. The backend shall use Node.js, NestJS, APIs, webhooks, workflow services and secure cloud deployment.

Database
PostgreSQL with modular data architecture, company-wise tenant separation, linked records, backups, audit logs and secure database management.

Mobile Application
Android and iOS applications for field teams,

SaaS and Subscriptions
Multi-company SaaS with one company as one tenant. It shall support multi-currency, payment gateways, IP-based subscription

Administration Levels

The system shall have Portal Super Admin, Company Super Admin, Company Admin with limited rights and users in different roles. Any user may receive full or limited admin rights.

Security and Access Control

Military-grade security, encryption, MFA, IP controls and complete audit trails. Role-based and user-based permissions shall apply at module, submodule, record, action and field level.

System Settings

System Settings shall provide central control to the Portal Super Admin, Company Super Admin and authorised Company Admin.

Company Settings

Manage company profiles, branches, departments, financial years, currencies, taxes, languages, branding, time zones and subscriptions.

ID Settings

Create custom ID formats, prefixes, suffixes and numbering sequences for every module and submodule.

This is a unique and specific requirement. A complete demonstration will be provided by me to explain how this should work on the front end and how it will be created, configured and managed through System Settings.

Filter Settings

Create dynamic field-based, custom, default, advanced, saved, shared, role-based and user-specific filters, particularly for List View.

This is a unique and specific requirement. A complete demonstration will be provided by me to explain how this should work on the front end and how it will be created, configured and managed through System Settings.

Access Control Settings

Configure role-based and user-based permissions at module, submodule, record, action and field level, including view, add, edit, approve, print, export, hide and delete rights.

Module and Submodule Settings

Create, rename, arrange, activate, deactivate, hide or display modules and submodules according to company requirements.

This is a unique and specific requirement. A complete demonstration will be provided by me to explain how this should work on the front end and how it will be created, configured and managed through System Settings.

Home Page Builder

Create company, department, role and user-specific homepages with menus, widgets, shortcuts, KPIs, charts and dashboards.

This is a unique and specific requirement. A

Form Builder

Build single-page and multi-page forms with sections, rows, columns, tables, fields, validations, formulas, conditional logic and linked data.

Workflow and Automation

Configure submission, checking, approvals, TAT, assignments, reminders, notifications, escalations, field updates and automatic actions.

AI Automation

Configure AI search, OCR, document extraction, call summaries, drafting, lead analysis, forecasting, recommendations, alerts and automatic actions.

Print Builder

Design print formats using drag-and-drop fields, tables, images, logos, headers, footers, page settings and conditional content.

Print Templates

Create prepared and customised print templates for quotations, invoices, purchase orders, BOMs, reports, certificates and other documents.

Form Templates

Provide ready-made, pre-filled and single-click form templates. Each company may select a default template for every module or submodule.

Notification Settings

Configure email, SMTP, SMS, WhatsApp, in-app notifications, alerts, alarms, reminders and escalation messages.

Integration Settings

Manage APIs, webhooks, payment gateways, calling applications, IoT, Google Sheets, Excel, Zoho and other third-party integrations.

Data and Security Settings

Manage imports, exports, backups, retention, Recycle Bin, audit logs, passwords, MFA, IP restrictions, geo-restrictions and session controls.

This is a unique and specific requirement. A complete demonstration will be provided by me to explain how this should work on the front end and how it will be created, configured and managed through System Settings.

Language and Display Settings

Configure multiple languages, default names, customised labels, themes, date formats, number formats, menu order and field display.

Forms and Data Management

Advanced Form Builder

Forms shall support tabs, sections, rows, columns, multi-page layouts, repeatable item tables, free tables, rich text, dates, checkboxes, buttons, dropdowns, single-select, multi-select, files, images, signatures and geo-fields.

Formulas and Conditional Logic

Forms shall support field validation, conditional fields, mathematical calculations and Excel or Google Sheets-type formulas. Date-plus-days and checkbox-based date, time and user recording shall be available.

Data Linking and Automatic Data Fetching

All modules and submodules shall be interconnected through common IDs and linked records. Fields such as Customer Name shall automatically fetch information from the Customer Master.

Record Counts

Menus shall show live record counts such as Leads (3456), Contacts (6547) and Quotations (5643).

Views and Data Actions

The system shall provide List, Table, Card, Kanban, Calendar and Gantt Chart views with import, export, edit, bulk edit, print, PDF and PDF with email.

Documents and Templates

Prepared and custom templates shall support quotations, tax invoices, purchase orders, item lists, price lists, multi-level BOMs and other formats. Each company can select one default template for every submodule.

Modules and Submodules

CRM and Sales

Contacts, Leads, Opportunities, Business Partners, Activities, Follow-ups, Meetings, Campaigns, Quotations, Orders, Price Lists and Sales Forecasts.

Quotation Management

Multi-section and multi-page quotations with items, specifications, prices, discounts, taxes, terms, approvals, revisions and company-wise templates.

Customer and Vendor Management

Customer Master, Vendor Master, addresses, contacts, documents, agreements, credit limits, ratings, communications and transaction history.

Projects and Tasks

Projects, Tasks, Subtasks, Milestones, Dependencies, Resources, Timesheets, Costs, Calendar, Gantt Charts and Project Dashboards.

Design and Engineering

Design Requests, Technical Data, Drawings, GAD, Design Calculations, Approvals, Revisions, Document Control and Change Management.

Bill of Materials

Single-Level BOM, Multi-Level BOM, Assembly BOM, Sub-Assembly BOM, Production BOM, Purchase BOM, Dispatch BOM, costing, revisions and approvals.

Production and Manufacturing

Production Planning, Work Orders, Job Cards, Material Requirements, Machines, Processes, Quality Checks, Rework, Wastage and Production Tracking.

Purchase Management

Purchase Requests, Enquiries, Vendor Quotations, Comparisons, Approvals, Purchase Orders, Goods Receipt, Returns and Vendor Performance.

Inventory Management

Item Master, Categories, Units, Stock Levels, Batches, Serial Numbers, Minimum/Maximum Stock, Reorder Levels, Valuation and QR/barcode scanning.

Store and Warehouse

Logistics and Dispatch

Installation and Commissioning

Service and Maintenance

Quality Management

Accounts and Finance

Invoices, Receipts, Payments, Expenses, Taxes, Credit Notes, Debit Notes, Cash Flow, Budgets, Cost Centres, Profit Centres and Financial Reports.

HRMS and Payroll

Field-Team Management

Field Tasks, Visits, Attendance, Geo-location, Geo-fencing, Route Tracking, Travel, Expenses, Service Reports and Team Monitoring.

Asset and Tool Management

Document Management

Contracts and Compliance

Helpdesk and Ticketing

Marketing

.

MIS, Analytics and Dashboards

AI Integration

IoT and Remote Monitoring

Third-Party Integrations

Dynamic Website and Portals

Data Protection

UI and UX

The interface shall be modern, high-end, responsive and simple, with maximum visibility and minimum or single-click working wherever possible.

Deliverables

Complete source code, modular database, APIs, documentation, testing and deployment setup shall be provided. Source code shall contain properly organised sections, headings and subheadings for easy traceability.