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I want to build a clean, professional and easy-to-use CRM for my company, Laxmi Agro Power, a Biomass Pellet Manufacturing business in Parbhani, Maharashtra, India. The CRM should focus primarily on managing biomass pellet sales leads, customers and follow-ups. The system must: * Run in any modern web browser * Be mobile-friendly and responsive * Be hosted on my own server * Be fast, simple and reliable * Have a clean interface that my team can learn within a short walkthrough CORE MODULES 1. CUSTOMER DATABASE Users should be able to easily: * Add customers * Edit customers * Search customers * Filter customers * Delete/archive customers * Import customers from Excel/CSV * Export customer data to Excel/CSV Customer fields should include: * Company Name * Industry * Contact Person * Designation * Mobile Number * WhatsApp Number * Email * Website * Address * City * District * State * Lead Source * Current Fuel Used * Boiler Type * Boiler Capacity * Estimated Biomass Pellet Requirement (MT/month) * Current Fuel Price * Required GCV * Moisture Requirement * Customer Status * Assigned Sales User * Remarks 2. LEAD MANAGEMENT Create a simple sales pipeline: New Lead → Contacted → Interested → Sample Required → Sample Sent → Trial Required → Trial Completed → Quotation Sent → Negotiation → Order Received → Regular Customer → Not Interested Users should be able to move leads between stages easily. Show the pipeline visually so we can immediately understand how many leads are at each stage. 3. FOLLOW-UP / CONTACT HISTORY Every customer/lead should have a complete contact history. Log: * Phone Call * WhatsApp * Email * Meeting * Sample Discussion * Trial * Quotation Discussion * Other Each activity should contain: * Date * Time * Activity Type * Notes * Next Follow-up Date * Assigned User The customer profile should show the complete history in chronological order. 4. FOLLOW-UP DASHBOARD The dashboard should clearly show: * Today's Follow-ups * Overdue Follow-ups * Upcoming Follow-ups * New Leads * Interested Leads * Quotations Pending * Trials Pending * Orders Received * Active Customers 5. CUSTOMER PROFILE When I open a customer, I should see everything in one place: * Company information * Contact information * Lead status * Assigned salesperson * Estimated monthly pellet requirement * Current fuel * Boiler information * All previous calls * WhatsApp/contact history * Meetings * Samples * Trials * Quotations * Orders * Payment/remarks * Next follow-up 6. SEARCH AND FILTER I need fast search and filters for: * Company Name * Contact Person * Mobile Number * City * District * Industry * Lead Status * Salesperson * Follow-up Date * Customer Type 7. DASHBOARD Create a simple professional dashboard showing: * Total Leads * New Leads * Interested Leads * Active Customers * Today's Follow-ups * Overdue Follow-ups * Trials Pending * Quotations Pending * Orders * Monthly Sales Leads * Lead Conversion Keep the dashboard simple and easy to understand. 8. USER LOGIN Only two roles are required initially: ADMIN * Full access * Add/edit/delete users * View all customers and leads * Import/export data * Manage pipeline STANDARD USER / SALES EXECUTIVE * View assigned leads/customers * Add leads * Update lead status * Add contact history * Add follow-ups * Update customer information 9. EXCEL IMPORT This is very important. I already plan to maintain a large database of potential biomass pellet customers. The CRM must allow me to upload an Excel/CSV file containing 1,000+ companies and import them into the CRM. During import: * Detect duplicate companies * Show import errors * Map Excel columns to CRM fields * Do not create duplicate records unnecessarily 10. EXPORT Admin should be able to export: * All customers * All leads * Filtered leads * Follow-ups * Customer data into Excel/CSV. 11. COMMUNICATION Where technically possible, provide quick buttons for: * Call * WhatsApp * Email For example, clicking WhatsApp should open WhatsApp with the customer's number. 12. DESIGN The UI should be: * Clean * Professional * Minimal * Mobile responsive * Fast * Easy for non-technical employees Avoid unnecessary complicated features. 13. TECHNOLOGY Choose a reliable and lightweight web stack that you are comfortable maintaining. The application should be suitable for self-hosting on my own server. Please use a technology stack that is: * Stable * Secure * Easy to maintain * Easy to deploy * Scalable for future development 14. DATA SECURITY Customer information is business-sensitive. Include: * Secure login * Password hashing * Role-based access * Basic protection against unauthorized access * Database backup capability 15. DELIVERABLES I require: 1. Fully working CRM 2. Complete source code 3. Database structure 4. Admin login 5. Standard user login 6. Sample customer dataset 7. Excel/CSV import 8. Excel/CSV export 9. Setup/deployment guide 10. Short video/screen recording demonstrating the CRM 11. Instructions for creating users 12. Instructions for taking/restoring database backups ACCEPTANCE TEST The project will be considered complete when I can: 1. Login as admin 2. Import a sample Excel file 3. See the imported companies 4. Create a new lead 5. Assign it to a sales user 6. Move the lead through different pipeline stages 7. Add a phone call/follow-up 8. See the complete contact history 9. Search/filter customers 10. Export the data 11. Login as a standard user and verify role permissions 12. Use the CRM comfortably from both desktop and mobile browser IMPORTANT BUSINESS CONTEXT This CRM is specifically for selling biomass pellets to industrial customers. Our target customers may include: * Textile companies * Food processing companies * Pharmaceutical companies * Chemical industries * Paper industries * Sugar industries * Dairy companies * Hotels * Manufacturing companies * Industries using steam boilers * Industries using biomass boilers * Industries currently using coal, wood, briquettes, furnace oil or other fuels The system should be designed around the actual sales process: Lead → Contact → Follow-up → Sample → Trial → Quotation → Negotiation → Order → Regular Customer Please prioritize simplicity, speed, reliability and ease of use over adding unnecessary features.
Project ID: 40734721
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98 freelancers are bidding on average ₹11,485 INR for this job

Hi, CnEL India can develop a lightweight, self-hosted CRM tailored to the biomass pellet sales workflow, with simplicity and fast daily usage as the priority. Our methodology: * Map the complete Lead → Contact → Follow-up → Sample → Trial → Quotation → Order workflow. * Design a responsive interface for desktop and mobile browsers. * Build customer/lead database with search, filters, assignment and detailed profiles. * Implement visual pipeline management with configurable stages. * Add contact history, activities, next follow-ups and reminders. * Create dashboards for leads, follow-ups, trials, quotations, orders and conversion. * Implement Admin and Sales Executive roles with proper permissions. * Build Excel/CSV import with column mapping, duplicate detection and error reporting. * Add filtered Excel/CSV exports for customers, leads and follow-ups. * Add quick Call, WhatsApp and Email actions. * Implement secure authentication, password hashing, RBAC and database backup support. * Optimize database queries for 1,000+ records and future growth. * Deploy on your server and provide source code, setup guide and walkthrough recording. We would proceed through database/architecture → core CRM → pipeline/follow-ups → import/export → dashboards → security → testing → deployment.
₹11,000 INR in 15 days
9.1
9.1

Hello, I checked your "Simple Web-Based CRM Development" project description, it looks like the focus is on delivering a clean, responsive website that works well across all devices. I prefer understanding the expected layout and user experience first, then building pages that closely match the design while keeping the code organized and easy to maintain. Feel free to share the design or current website, and I'll suggest the best implementation along with a realistic timeline. Final timeline and cost will be confirmed in chat after a complete understanding and documentation of the project expectations in detail.
₹7,500 INR in 4 days
7.5
7.5

When a CRM lacks clarity, speed, and user-friendliness, the underlying issue often lie in its design and functionality. I understand the importance of creating a system that not only manage leads but also enhances your sales process for biomass pellets. Safe staging build: I'll develop the CRM on a private server to keep your live environment untouched. User-friendly interface: A clean, mobile-friendly design for easy navigation and quick learning. Data migration plan: Importing 1,000+ companies without duplicates or errors, making sure data integrity. Thorough testing: full checks to confirm all features work smoothly before deployment. I am ready to work remotely via AnyDesk or TeamViewer as needed. My bid for this project is 9999 INR. Could you clarify if you have specific preferences for the technology stack? Rajavel
₹9,999 INR in 1 day
7.3
7.3

The challenge of developing a clean and intuitive CRM tailored specifically for managing biomass pellet sales is an exciting opportunity. I propose to create a system that will not only meet your requirements but will also enhance your sales process through a carefully structured architecture. I will utilize a robust tech stack, likely involving PHP with a framework like Laravel, alongside a responsive front-end using React or Tailwind CSS for a sleek interface. The architecture will be designed with a focus on clean code, ensuring maintainability and scalability as your business grows. A test-driven development approach will guarantee that each module, from customer database management to lead tracking, functions flawlessly before deployment. Data security will be prioritized, incorporating secure logins, password hashing, and role-based access controls to safeguard sensitive customer information. The user experience will be simplified to allow for quick learning, enabling your team to navigate through the CRM with minimal training. I am committed to delivering a fully functional CRM, complete with source code, deployment instructions, and a demonstration video to ensure you are fully equipped to manage the system independently. Regards, Nabeel Abid
₹9,375 INR in 2 days
6.8
6.8

Hello, I’m a full-stack developer with 10 years of experience building CRM and business management systems using Laravel, React.js, MySQL, and REST APIs. This project is a strong fit for my experience with CRM workflows, role-based access, dashboards, customer management, and data-heavy applications. I can build a lightweight self-hosted CRM specifically around your biomass pellet sales process, including customer/lead management, visual pipeline, follow-ups, complete contact history, dashboards, Excel/CSV import with duplicate detection and column mapping, exports, WhatsApp/email/call actions, and Admin/Sales Executive permissions. I recommend Laravel + React.js + MySQL for a secure, maintainable, and scalable solution that can be deployed on your own server. I’ll focus on fast search, responsive UI, secure authentication, database backups, clean architecture, and simple workflows for your sales team. I can also provide complete source code, deployment documentation, demo data, and handover training. Best regards
₹12,000 INR in 7 days
6.9
6.9

With over 5 years of experience as a Senior Software Engineer, I bring to the table a deep understanding of web development and PHP which would enhance the creation of your CRM system. What's more, I am well-versed in other essential technologies like HTML, CSS, AJAX, JSON, and jQuery that would be instrumental in creating the clean and professional interface you desire. Over the years, I have successfully developed various systems that encompassed similar functionalities and had large database management requirements just like yours. I can guarantee that this background enables me to deliver not only on the official specifications but also on the subtle nuances and practicalities of the project. It is worth noting that one of my expertise includes building powerful APIs with proper authentication and authorization which can greatly benefit your CRM. In addition to my technical abilities, I'm a strong advocate for building long-term relationships; I don't just focus on meeting project requirements, rather I strive to surpass it in order to provide better customer satisfaction. So, by choosing me for this project you can definitely rely on me to develop a CRM system that's simple, reliable, user-friendly, visually appealing, accessible across devices and delivers everything your company needs and more. Let's move forward with this partnership and provide Laxmi Agro Power with the efficient management tool it deserves. Thanks!
₹12,000 INR in 5 days
6.4
6.4

Having worked on numerous web-based CRM projects in the past, integrating complex modules and a strong background in Angular and C# MVC development, I believe I'm the perfect fit for your CRM project. The expert use of these tools will ensure your CRM meets your exact requirements including easy customer management with search, filters, imports and exports. I will build an advanced pipeline for lead management providing well-defined stages for effective tracking. Further, my skill in data integration ensures any existing databases can be seamlessly imported into the cons
₹8,000 INR in 10 days
6.2
6.2

Hello, I have 15+ years of experience in full-stack web development, with expertise in CRM systems, dashboards, databases, role-based access, responsive UI/UX, APIs, and secure business applications. I can build a lightweight, self-hosted CRM tailored to your biomass pellet sales process. I’ll deliver customer and lead management, visual pipeline stages, follow-up history, dashboards, customer profiles, search/filtering, admin and sales roles, Excel/CSV import with duplicate detection and column mapping, exports, Call/WhatsApp/Email actions, secure login, backups, and mobile responsiveness. I’ll also provide source code, database structure, deployment guide, sample data, user instructions, and a walkthrough recording. Let’s connect on chat to discuss your sales workflow, server, import format, permissions, and reporting needs. I’ll share relevant CRM, dashboard, and business application work in our one-to-one live chat. Regards, Jyoti
₹9,000 INR in 7 days
6.6
6.6

Building a clean, self-hosted PHP/MySQL CRM customized for industrial biomass pellet sales requires a responsive interface, tight lead stage tracking, and a reliable bulk CSV import engine that handles duplicate phone/company validation without timeouts. ✅ Full web-based CRM with custom fields for boiler type, GCV requirement, MT/month consumption, and dynamic visual pipeline tracking from New Lead to Regular Customer ✅ Robust CSV/Excel import/export engine with automated deduplication, WhatsApp click-to-chat integration, and strict role separation (Admin vs Sales Executive) ✅ Production hardening: bcrypt password hashing, SQL injection prevention via prepared statements, and an automated database backup/restore shell script ✅ 10+ years production experience | 400+ completed projects | 320+ five-star reviews ✅ Microsoft® Certified: MCSA | MCSE | MCT & cPanel Certified (CWSA-2) What environment is your target server running (e.g., plain Ubuntu with Nginx/Apache, or a control panel like cPanel/Plesk)? I can deliver this in 1 day(s) for 6150 INR and can jump on it right now.
₹6,150 INR in 1 day
5.9
5.9

I will develop a lightweight, self-hosted web CRM tailored specifically to your biomass sales pipeline: • Core Modules: Customer database with industry/boiler specs, visual kanban lead pipeline, and chronological activity log. • Tools: CSV/Excel bulk importer with duplicate detection, export engine, and one-click WhatsApp/Call buttons. • Dashboard & Roles: Admin and Sales Executive role permissions with daily overdue/upcoming follow-up trackers. • Delivery: Clean PHP/MySQL codebase, easy cPanel setup, and video walkthrough.
₹35,500 INR in 10 days
6.2
6.2

As a seasoned web developer, I firmly believe that my skill set aligns perfectly with the requirements for your CRM project. Over the past six years, I've designed and built numerous web applications and dashboards like what you're seeking. To ensure efficiency, I've used a variety of technologies such as React, Laravel, and PHP in tandem with UI/UX design principles that prioritize simplicity, clarity, and usability - exactly what you need for your team to quickly understand and utilize the system effectively. Building robust yet intuitive CRM systems is second nature to me. Combining my substantial technical skills with a high level of professionalism ensures timely delivery of projects without compromising quality. Where possible, I'll even integrate quick communication buttons (call, WhatsApp, email) for seamless contact management. Trusting me with this project would mean entrusting your business's digital infrastructure to capable hands - hands that have consistently earned 5-star feedback on Freelancer over the course of 40+ projects. Let's transform your sales processes for better efficiency and productivity together!
₹5,000 INR in 7 days
5.4
5.4

Hello, I can develop your web-based CRM with a clean and user-friendly interface, secure login, lead and customer management, task automation, email integration, PDF handling, messaging, dashboards, and database management. With 20 years of software development experience, I can work with PHP, Laravel, Node.js, React.js, MySQL, MongoDB, REST APIs, third-party integrations, and responsive web applications. A few quick questions: What CRM modules and user roles do you need in the first version? Do you need email, SMS, WhatsApp, or other third-party integrations? Do you already have existing customer/lead data that needs to be imported into the new CRM? I’ll focus on building a secure, responsive, scalable CRM with a clean workflow, reliable data management, automation, API integrations, and an architecture that can be easily extended with additional features in the future. I’m available to start immediately. Thanks
₹12,000 INR in 7 days
5.8
5.8

Hello, I can do this work. I have 5+ years of experience in web application and CRM development and have successfully completed similar projects with a strong focus on quality and usability. I will provide: • Clean, responsive, self-hosted CRM tailored to your biomass sales process • Lead pipeline, customer management, follow-ups, activities, and dashboard • Excel/CSV import with duplicate detection and export functionality • Secure login with Admin and Sales User roles • Fast search, filters, WhatsApp/call/email shortcuts, and mobile support I’ll use a stable, lightweight, and maintainable technology stack suitable for your own server, along with complete source code, deployment guide, backups, and handover documentation. Warm Regards, Monica Bhatia
₹6,000 INR in 3 days
5.4
5.4

Your sales process is the heart of this: leads travel from first contact through samples, trials, and quotations to regular customers, yet today it lives in spreadsheets where follow-ups quietly slip away. A CRM built around your exact pipeline, with today's and overdue follow-ups impossible to miss, turns that chaos into steady orders. I would build a lightweight PHP/MySQL app with a clean Bootstrap interface for your server and your team's phones. It would cover your spec: the customer database with your biomass fields, the visual pipeline, contact history, the dashboards, two-role login, and Excel import with column mapping and duplicate detection for your 1,000+ company list, plus full export. I would add password hashing, role-based access, and a backup routine, handing over complete source code, a setup guide, and a demo video. I have built ERP and CRM systems before — realistically a 14-day build with your acceptance checklist covered. Two questions: do you have a server with PHP/MySQL versions I can target, and should quotations and orders be detailed records in this phase or tracked as pipeline stages? Shall we have a quick chat to walk you through the structure?
₹12,000 INR in 14 days
5.4
5.4

Hello Sir, I have already worked on similar types of website and software development projects and I am confident that I can successfully handle your project. I am a full-time freelancer with **17+ years of experience** in web development, software development, automation, and API integrations. My expertise includes: * ASP.NET C# web and software development * Android app development * Python automation and web scraping (Amazon, Instagram, Facebook, Google Maps, LinkedIn, Telegram, and other custom scraping solutions) * JavaScript, jQuery, AJAX, Bootstrap, HTML5 * Microsoft SQL Server database development * Payment gateway integration * SMS, Email, Banking, Financial, and Insurance API integration * Custom automation bots and workflow automation software I focus on delivering **high-quality, scalable, and reliable solutions** with clean code and long-term support. Please contact me in private chat so we can discuss your requirements in detail. I can also show you a **demo of similar projects** I have completed. Looking forward to working with you. Thanks & Regards
₹12,500 INR in 8 days
4.8
4.8

Hi, I can build a lightweight self-hosted Laravel/MySQL CRM around your biomass-pellet sales stages, with customer profiles, assigned-user access, contact history and today/overdue follow-up views. The import flow will preview column mapping, flag errors and duplicates, and handle a 1,000+ company sample without silently merging uncertain matches. I will include CSV/Excel exports, click-to-call/WhatsApp/email links, hashed passwords, backup instructions and a concise demonstration. Orders/quotations/payment details will be tracked as sales records and notes, not a separate accounting or messaging platform. The 12-day delivery includes tests matching your admin/sales-user acceptance checklist. Can you share a representative customer sheet and the server environment?
₹12,500 INR in 12 days
4.8
4.8

Hi, I can build a clean, fast, mobile-friendly CRM tailored to your biomass pellet sales workflow. I’ll cover customer management, lead pipeline, follow-ups, contact history, dashboards, role-based access, Excel/CSV import-export, duplicate detection, and Call/WhatsApp/Email actions. The CRM will be secure, self-hosted, easy for your team to use, and built with a scalable structure for future features. I’ll also provide source code, deployment/backup instructions, sample data, and a short walkthrough video. Can we start with the database and sales pipeline setup? Best Regards, Umer Kayani
₹30,000 INR in 15 days
4.5
4.5

Hi there, The value of this CRM will come from making your sales team’s daily workflow faster—not from adding unnecessary complexity. I can build the system around your actual pellet-sales process, with a clean interface that makes leads, follow-ups, customer history, and pipeline movement easy to manage. I’d recommend a lightweight Laravel + MySQL backend with a responsive modern frontend. This gives you secure role-based access, straightforward self-hosting, reliable Excel/CSV handling, and room to expand later without rebuilding the foundation. I can structure development into clear milestones: database/authentication → customer & lead management → pipeline/follow-ups → import/export → dashboard/permissions → responsive QA → deployment and handover. I’ll also test the 1,000+ record import, duplicate detection, permissions, and mobile workflows before launch. Send your preferred server details and a sample Excel file, and I’ll map the database structure and first development milestone. Gurmeet
₹5,000 INR in 5 days
4.1
4.1

With an in-depth understanding of your requirements and over a decade of experience under my belt, I'm confident that I can design and develop a web-based CRM tailored specifically for Laxmi Agro Power. My expertise in HTML, CSS, PHP, MySQL, and Bootstrap position me to create the reliable, easy-to-use and fully-scalable solution you envisage. From the core modules like Customer Database which will allow seamless importing of existing data from Excel/CSV files without causing duplicates to complex Lead Management Systems, my skills accommodate the full breadth of your CRM's functionalities. Smooth User Experience (UX) design is paramount for your CRM's functionality as this will play a vital role in its adoption by your team. With my extensive experience crafting user-centered applications, we can be assured that your project will not only look great but also workers [(sales execs)] will efficiently utilize it. As an avid learner keeping up with industry best practices, and tech trends I can integrate fast search filters that let you look up leads through categories such as city, industry and lead status.
₹1,500 INR in 7 days
4.2
4.2

Dear Client, I can build a clean and simple CRM for Laxmi Agro Power focused on biomass pellet sales, leads, customers and follow-ups. I have 6+ years of experience in web development and can develop a fast, mobile-friendly CRM with customer management, sales pipeline, follow-up history, dashboard, user roles, Excel/CSV import-export and WhatsApp, call and email actions. I can share my relevant work links in chat box. Looking forward to your response on chat box. Thanks.
₹2,500 INR in 10 days
4.4
4.4

Bengaluru, India
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