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I need a purpose-built CRM that mirrors our exact sales workflow, from the moment a lead is captured right through to quoting and order hand-off into our existing ERP. The platform has to manage leads, opportunities, quotes, approvals, and discount rules in one place while synchronising customers, products, prices, and orders with the ERP through secure REST or SOAP APIs. Please see attached document for more project details.
Project ID: 40541559
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141 freelancers are bidding on average ₹79,741 INR for this job

****Custom CRM Development with ERP Integration**** I can build a custom CRM tailored to your sales workflow, from lead management through quotation, approvals, and seamless ERP integration, with a focus on scalability, security, and performance. Here's my approach: → Develop a centralized CRM to manage leads, opportunities, quotes, approval workflows, discount rules, and customer interactions. → Integrate your ERP using secure REST/SOAP APIs for real-time synchronization of customers, products, pricing, and orders. → Build a responsive, role-based platform with clean architecture, optimized performance, and comprehensive documentation. → Deliver a scalable solution with thorough testing and deployment support. Flow: Lead Capture → Opportunity Management → Quote & Approval Workflow → ERP Synchronization → Order Handoff → Reports & Analytics Let's connect Thanks.
₹56,150 INR in 10 days
8.3
8.3

Hi, I have developed custom CRM, HRM, HMS etc. I can surely develop a web application to manage leads. I have a small team of developers as this is a big project, so couple of developers need to work on this for faster completion. Thank you
₹150,000 INR in 120 days
7.9
7.9

Hi, I have experience building custom CRM systems, sales workflows, ERP integrations, and REST/SOAP API solutions. I can develop a CRM tailored to your business process while ensuring reliable synchronization with your existing ERP. * Which ERP system are you currently using, and does it provide REST APIs, SOAP APIs, or both? * Can you share the detailed project document and the complete sales workflow for review? * Do you need role-based access and approval workflows (sales, managers, admins) as part of the CRM? I can start immediately and help build a scalable, production-ready CRM that fits your workflow. Regards Saju
₹56,250 INR in 7 days
7.0
7.0

Hello there, I can definitely help you build a custom CRM tailored exactly to your sales workflow—from lead capture to quoting and seamless ERP integration. I have 15+ years of experience building custom systems and have worked on similar CRM + ERP integrations using secure REST/SOAP APIs. I also use AI in my workflow to speed up development while maintaining high quality and reducing overall cost. I understand the importance of managing leads, opportunities, quotes, approvals, and pricing rules in one clean system, along with real-time sync of customers, products, and orders with your ERP. I’d be happy to review your attached document and discuss the best approach to build this efficiently. Let’s chat, Himanshu
₹56,250 INR in 7 days
6.5
6.5

Your ERP-CRM sync will fail under load if you don't implement proper queue management and conflict resolution. Most integrations I've seen break when two systems try to update the same customer record simultaneously, causing data corruption that takes weeks to untangle. Quick questions before we architect this - what's your ERP's API rate limit, and do you have webhook support for real-time updates, or are we polling? Also, what happens when a quote gets approved in the CRM but the product price changes in the ERP before the order syncs? Here's the architectural approach: - PHP/NODE.JS BACKEND: Build a middleware layer with Redis queue to handle bi-directional sync, preventing race conditions and ensuring transactional integrity across both systems. - ANGULAR FRONTEND: Custom workflow engine that enforces your approval chains and discount rules without requiring ERP calls for every validation check. - API INTEGRATION: Implement idempotent REST endpoints with retry logic and conflict resolution strategies so failed syncs don't create duplicate records. - AGILE DELIVERY: Break this into 3 sprints - core CRM workflows first, then ERP sync layer, then approval automation - so you can test each piece before full deployment. I've built 4 similar ERP-CRM integrations for manufacturing and distribution companies, including one that processes 2,000+ orders daily without sync failures. Let's schedule a 15-minute technical call to review your ERP's API documentation and finalize the sync strategy before we start building.
₹50,630 INR in 21 days
7.4
7.4

Hello there, This looks like a project where understanding the business workflow is just as important as writing the code. With 13+ years of experience building custom web applications and integrating third-party systems, I can help deliver a CRM that fits your process and scales with your business. Please share the attached document so I can review the complete requirements. I'd also be happy to share relevant custom application work once we connect. If this aligns with your expectations, I'd be glad to discuss the project further. Thanks, Regards.
₹80,000 INR in 7 days
6.4
6.4

Hi, I understand your requirement for a CRM that follows your exact sales process and integrates seamlessly with your existing ERP without forcing your team to adapt to generic software workflows. I have 12+ years of experience building CRM, ERP, and SaaS platforms using PHP, Laravel, MySQL, and APIs. I've worked on custom business applications with approval workflows, role-based access, quoting systems, and integrations with external platforms. I've also built products like DevPremier CRM and AI-enabled business tools such as HirePilot. How I'd approach this: Review your sales workflow and map each stage into a scalable CRM architecture. Build secure REST/SOAP integrations for customers, products, pricing, quotes, and order synchronization. Implement approval chains, discount rules, and audit trails while keeping the code modular for future expansion. A couple of questions: Which ERP system are you currently using, and does it already expose documented APIs? Should customer and product synchronization happen in real time, or are scheduled sync jobs acceptable? Happy to review the detailed document and propose a practical implementation plan with milestones. Best regards, Ashwani
₹37,500 INR in 15 days
6.3
6.3

Hi there, Your CRM needs to mirror an exact sales workflow and hand off cleanly into the ERP; that’s where most builds break. I’ve spent the last 4 years solving exactly this type of problem. I’ve delivered two similar ERP-connected CRMs: one for quote-to-order automation, another for synchronized pricing and approval workflows. Both cut manual re-entry and eliminated order mismatches. The real risk here is not the screens, it’s keeping lead, quote, discount, and order states consistent across systems without breaking auditability. Secure API sync, approval routing, and pricing rules need to be designed as one process, not separate modules. I’ll map your current workflow, define the CRM data model around leads/opportunities/quotes/approvals, and implement REST or SOAP integrations for customers, products, prices, and orders. I’ll also build rule-based discount controls and hand-off logic so ERP order creation stays reliable and traceable. I’ll keep the build isolated, documented, and aligned to your attached spec from day one. Best regards, John allen.
₹62,440 INR in 3 days
6.0
6.0

Hello, I went through your CRM requirement document and understand this is not a generic CRM build — it’s a workflow-driven sales platform with lead management, opportunity tracking, quote versioning, discount approval logic, SharePoint storage, and K8 ERP synchronization. Your biggest requirement is keeping the sales pipeline structured while ensuring pricing, products, and customer data stay synced with ERP through secure API integration. I can build this with a scalable architecture covering: • Lead → Opportunity → Quote → Approval → Order flow • Role-based dashboards (Admin, Manager, Salesperson) • PDF quote generation with revision history • Discount audit logs and approval workflow • K8 ERP API sync (REST/SOAP) • SharePoint integration for document handling One important question before we proceed: do you already have the K8 ERP API documentation available for review? Thanks
₹37,500 INR in 7 days
6.0
6.0

I’ve worked on building CRM systems tailored to sales workflows and integrating them smoothly with ERP platforms via APIs. The key here is making sure your sales process—from lead capture to order hand-off—flows without manual steps or data gaps. To start, I’d review your sales workflow details and map each stage to the CRM features like lead and opportunity management, quoting, and approval processes. For syncing with your ERP, do you have existing API documentation or a sandbox environment? Knowing this upfront will help ensure secure, reliable data exchange for customers, pricing, and orders. I suggest building modular components for discount rules and approvals so they can easily adapt if your business rules evolve. Based on similar projects, this keeps the CRM flexible and aligned with your team’s daily operations. I can start by outlining the integration plan and a prototype of the lead-to-order flow this week. Let me know if you can share the API specs and any workflow clarifications you have. Ready to get this moving for you.
₹75,000 INR in 7 days
6.1
6.1

I have read your job post and I am a Full Stack Developer with experience building custom CRM, ERP, and business automation systems with secure API integrations. I have developed CRM platforms with lead management, sales pipelines, quotation modules, approval workflows, role-based access, and REST/SOAP API integrations with ERP systems. For your project, I will analyze your workflow and attached requirements, then build a scalable CRM that manages leads, opportunities, quotes, approvals, discount rules, and seamless synchronization of customers, products, pricing, and orders with your ERP. The solution will include clean code, secure authentication, detailed documentation, and a modular architecture for future enhancements. Which ERP system are you currently using, and does it provide REST APIs, SOAP APIs, or both? Do you already have the API documentation and sandbox environment available for integration testing?
₹40,000 INR in 20 days
6.0
6.0

Hello, With 15+ years of experience in web development, I specialize in building secure, scalable CRM systems tailored to unique business workflows. My expertise includes lead management, quotation systems, approval workflows, role-based access, and ERP/API integrations with clean, maintainable code. I will develop a custom CRM that manages leads, opportunities, quotes, approvals, discount rules, and seamless ERP synchronization through REST or SOAP APIs. The system will securely sync customers, products, pricing, and orders while providing an intuitive interface and scalable architecture for future enhancements. I’ll review your attached requirements in detail and share similar CRM project examples during our one-to-one live chat. We can also discuss the workflow, timeline, and implementation approach before starting. I look forward to working with you. Regards, Abhijeet
₹37,500 INR in 7 days
6.7
6.7

Hello there, Based on the job description, it seems you need a CRM that's built around your existing business process instead of forcing your team to adapt to off-the-shelf software. I have 10+ years of experience developing custom business applications with API integrations and workflow automation. I'd like to review the attached document to better understand the scope and ERP integration. I can also share similar CRM and ERP-related projects once we connect. I'd be happy to review the details and discuss the best way to move forward. Thanks, Regards.
₹90,000 INR in 7 days
5.5
5.5

Leveraging on my over 5 years of professional experience as a Full Stack Web and Mobile App developer, I believe I am the perfect fit for your Custom ERP Integrated CRM project. With an extensive skill set that encompasses HTML, Node.js, PHP and Website Design, I can seamlessly build a purpose-built CRM solution tailored to mirror your exact sales workflow. I have a concrete understanding of APIs, which will enable smooth data synchronization of customers, products, prices, and orders with your existing ERP system via secure REST or SOAP. Additionally, my prowess in database management ensures efficient storage and retrieval of critical data such as leads, opportunities, quotes, approvals and discount rules in the CRM. As a developer who prioritises clean, optimized and maintainable code in my work, you can be assured of a sustainable solution that requires minimal maintenance and updates. What's more, I take great pride in delivering projects on time without compromising clear communication along the way. Let's connect to further discuss your project; I'm confident we can create something amazing together!
₹56,250 INR in 7 days
5.7
5.7

Hi, I've reviewed the attached project document and understand that you're looking for a custom CRM that mirrors your complete sales workflow—from lead capture and opportunity management through quoting, approvals, and seamless ERP synchronization. I can build a scalable CRM tailored to your business processes, including lead and opportunity management, quotation generation, approval workflows, discount rules, and secure REST/SOAP API integration with your ERP for customer, product, pricing, and order synchronization. My focus will be on clean architecture, reliable integrations, and a user-friendly interface that's easy to maintain and extend. I'll deliver well-documented, production-ready code, provide regular progress updates, and work closely with you to ensure the CRM aligns with your operational requirements. I'd be happy to discuss the project milestones, timeline, and any implementation details to get started. Best regards, Abhishek
₹56,250 INR in 7 days
5.4
5.4

The real work here is syncing your CRM’s product, price, and order data with your ERP through secure APIs, without version drift or partial saves. API failures or dirty data will mess up your sales ops if they're not handled right. Last quarter I shipped a CRM+ERP build for an equipment supply firm—syncing leads to orders, approvals, custom discount logic, pushing/fetching to/from their ERP over REST. Live system, not a prototype. I’d spec this in Node.js/Express for the backend (API adapters for your ERP), React.js for the CRM interface, with full audit logs on sync jobs. My team would own both sides if your ERP is open, or just the CRM+integration if it isn’t. REST or SOAP both work, but what ERP are you on? I need the API documentation to properly scope the sync/approval flow. Reply with your ERP name, and I’ll lay out the mapping plan. Pradeep
₹56,250 INR in 7 days
5.3
5.3

Hi, I reviewed the attached CRM requirements and have experience building custom CRM, ERP-integrated, and workflow-driven business applications. The project includes lead management, opportunity tracking, quote generation with PDF exports, discount approval workflows, audit trails, SharePoint integration, K8 ERP synchronization, dashboard reporting, goal management, and role-based access control. ✔ Custom CRM Development ✔ Lead & Opportunity Management ✔ Quote Versioning & PDF Generation ✔ Discount Approval Workflow & Audit Logs ✔ ERP API Integration (REST/SOAP) ✔ SharePoint Integration ✔ Excel Import Module ✔ Sales Goals & Performance Dashboards ✔ Role-Based Permissions (Admin, Manager, Salesperson) ✔ Azure Deployment & Documentation I can build a scalable solution that mirrors your exact sales workflow while maintaining clean architecture, secure integrations, and future extensibility. I would be happy to discuss the ERP API specifications, integration requirements, and project timeline in more detail. Looking forward to discussing the project.
₹56,250 INR in 7 days
5.5
5.5

✋ Hi there. I can build this custom CRM with lead-to-order workflows and real-time ERP synchronization. ✔️ I have rich experience building custom CRM systems and recently delivered a similar sales automation platform with quote approvals, discount rules, and REST API sync to an ERP system. I will develop this by mapping your lead, opportunity, quote, and approval workflows into a unified data model, building a clean user interface for sales teams to manage all stages, implementing the discount rules engine and approval routing, and creating the API integration layer to synchronize customers, products, prices, and orders with your ERP through secure REST APIs. Please click the 'Chat' button to start our valuable conversation. Looking forward to collaborating with you! Best regards, Mykhaylo
₹56,250 INR in 7 days
5.4
5.4

Hi, I am a Full Stack Developer with 14+ years of experience building CRM systems, ERP integrations, SaaS platforms, and business applications. I can help with: • Custom CRM development • Lead and sales pipeline management • Quote and approval workflow • ERP integration using REST or SOAP APIs • Customer, product, and order management • Secure and scalable application development • Testing, deployment, and ongoing support I have experience with Laravel, PHP, React, Node.js, MySQL, API integrations, and custom business software. I can complete the work quickly with good quality and provide regular project updates.
₹50,000 INR in 5 days
4.9
4.9

Hi, I hope you're doing well. Could you please share the attached document? I'd like to review the ERP APIs, approval workflow, discount rules, and any technical or functional requirements before finalizing the implementation approach. From the overview, you're looking for a custom CRM that matches your sales workflow, from lead capture through quoting and seamless order hand-off to your existing ERP with secure API integration. I have extensive experience building custom ERP/CRM platforms using Node.js, PostgreSQL, REST APIs, and modern frontend frameworks, delivering scalable business systems tailored to complex workflows. My approach is to first analyze your current sales process and ERP integration points, then build modular CRM features including lead management, opportunities, quotations, approvals, pricing rules, and reliable bidirectional synchronization with your ERP while keeping the system secure and easy to maintain. I'd be happy to discuss the project in more detail via chat after reviewing the attached document. Looking forward to hearing from you!
₹37,500 INR in 14 days
5.0
5.0

Lucknow, India
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