Create my crm
Upwork

Remoto
•7 hours ago
•No application
About
EttJoy Enterprises Inc. is seeking an experienced developer to build a custom CRM website designed for managing commercial cleaning leads, walkthroughs, proposals, subcontractors, and client communication. This CRM will be used internally by our team and virtual assistants to track leads, organize prospects, manage walkthroughs, store proposals, and automate follow-ups. You will build a fully functional CRM web app that is easy to use, fast, and mobile-friendly. ⸻ 🔧 Features We Need (Very Clear List) 1. Lead Management Pipeline • Add new leads manually or via form • Status stages: • New Lead • Contacted • Walkthrough Scheduled • Proposal Sent • Follow-up • Won • Lost • Ability to drag and drop leads between stages • Ability to assign leads to VA or staff ⸻ 2. Walkthrough Management • Walkthrough scheduling calendar • Notes section • Add photos • Upload files (PDFs, pics, contracts) • Send automated reminders ⸻ 3. Proposal & Contract Storage • Upload proposal PDFs • Track proposal status • Track contract renewal dates • Notes & attachments for each lead ⸻ 4. Subcontractor Management • Store subcontractor profiles • Areas covered (city + state) • Upload insurance documents • Assign jobs • Communication notes ⸻ 5. Invoicing Module (Simple) • Create invoice • Track invoice status (paid/unpaid) • Export to PDF • Connect to Stripe or QuickBooks ⸻ 6. Client Database • List of all active clients • Contact info • Contract value • Service frequency • Start date • Renewal date • Notes ⸻ 7. Dashboard (Very Important) • Total leads • Leads won • Revenue • VA call performance • Upcoming walkthroughs • Client retention metrics ⸻ 8. Permissions / User Roles • Admin (you) • VA (limited access) • Subcontractor (view only assigned jobs) ⸻ 9. Automation (If Developer Can Do It) • Auto-email follow-ups • Auto text reminders for walkthroughs • New lead notification to email or SMS ⸻ 10. Optional Add-Ons • AI lead scoring • Chatbot for website lead capture • Mobile app version • Client login portal ⸻ 🎨 Design Requirements • Clean, modern, business-professional • Branded with EttJoy logo (use this file: //cdn.clasjobs.com/mnt/data/FA765AE6-77F3-429C-9AB0-950ACD726B86.jpeg) • Fast, optimized, and mobile-ready • Easy for VAs to use ⸻ 💻 Tech Stack (Developer Choice) We are open to: • React + Node.js • Laravel • PHP • Python + Django • Bubble.io (no-code) • GoHighLevel custom build • WordPress CRM plugin customization Developer must recommend the best option. ⸻ 🧪 What to Submit to Apply 1. CRM websites or dashboards you’ve built 2. Your recommended tech stack 3. Estimated timeframe 4. Your price 5. Whether you include hosting or not




