Job Description
We are looking for an experienced and highly skilled developer or company (or development team) to design and build a custom CRM system. The system should include core CRM functionalities such as client management, Service management, project tracking, staff/roles management, and reporting, while also supporting scalable integrations for future growth.
The ideal candidate should have proven experience developing robust web applications, a strong understanding of CRM workflows, and the ability to deliver a secure, user-friendly, and efficient solution.
Key Responsibilities:
Design, develop, and deploy a custom CRM web application.
Implement key modules such as:
Client & Contact Management
Project & Task Management
Leads & Opportunities Tracking
Estimates & Proposals
Staff, Roles & Permissions
File Management & Notes
Reporting & Analytics
Integrate email/SMS notifications and templates.
Build APIs for third-party integrations (payment gateways, accounting, etc.).
Ensure system security, data encryption, and GDPR compliance.
Develop an intuitive user interface with responsive design.
Conduct testing, debugging, and performance optimization.
Provide detailed technical documentation and handover training.
Required Skills & Qualifications:
Proven experience developing CRM or ERP systems (Perfex CRM experience is a plus).
Strong proficiency in PHP (Laravel or CodeIgniter) and MySQL.
Experience with RESTful APIs and third-party integrations.
Solid understanding of MVC frameworks, database schema design, and multi-tenant systems.
Knowledge of front-end technologies: HTML5, CSS3, JavaScript (Vue.js/React preferred).
Familiarity with version control (Git) and CI/CD pipelines.
Strong understanding of data security and role-based access control.
Ability to deliver clean, maintainable, and scalable code.
Excellent problem-solving skills and attention to detail.
Preferred Qualifications:
Experience developing CRM or similar platforms.
Knowledge of cloud hosting (AWS, Azure, DigitalOcean).
Experience with payment gateway and accounting software integrations.
Familiarity with containerization (Docker) for deployment.
Deliverables:
Fully functional CRM system with all agreed modules.
Admin, Staff, and Client dashboards.
Documentation for setup, maintenance, and future scaling.
Post-launch support for bug fixes and improvements.