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Back to Marketing & Advertising

Marketing & Advertising

Customer Relationship Management (CRM)

Powerful CRM system with lead tracking, sales pipeline management, customer communication, and reporting dashboards.

Complexity:Complex
Timeline:~20 weeks
CRMlead trackingsales pipelinecustomer management
Business dashboard showing contacts table with names, emails, SMS/Email channels, and a growth chart on dark interface

About

Powerful CRM system with lead tracking, sales pipeline management, customer communication, and reporting dashboards.

Features

1. Contact Management

Store contacts with companies, deals, and interaction history.

2. Pipeline Tracking

Visual sales pipeline with customizable stages and forecasting.

3. Email Integration

Track emails, schedule sequences, and log conversations.

4. Task Management

Assign tasks, set reminders, and automate follow-ups.

5. Reporting

Sales analytics, team performance, and revenue forecasting.

Technical Development

Data Model

  • Entity Relationships
    Flexible schema for contacts, companies, deals, and custom objects
  • Activity Tracking
    Automatic logging of emails, calls, meetings, and notes
  • Custom Fields
    User-defined fields with validation rules and picklist options

Automation

  • Workflow Engine
    Trigger-based automation for assignments, notifications, and field updates
  • Email Sequences
    Multi-step drip campaigns with personalization and send timing
  • Lead Scoring
    Behavioral and demographic scoring for prioritization
1. Contact Management Lead capture Contact profiles 2. Pipeline Tracking Deal stages Activity logging 3. Automation Email sequences Task reminders 4. Reporting Sales forecasting Team performance

Key Features

Everything you need for a powerful customer relationship management (crm) solution

Contact Management

Centralized customer database

Lead Scoring

AI-powered lead qualification

Sales Pipeline

Visual deal tracking and forecasting

Email Integration

Sync with Gmail, Outlook, and more

Task Management

Sales activities and follow-ups

Automation

Workflow automation and triggers

Reporting

Sales analytics and dashboards

Mobile CRM

Full CRM access on mobile devices

How much does it cost to build a Customer Relationship Management (CRM) app?

Carefully assess all aspects of your project, including the resources required, estimated timeframes, potential costs, and expected outcomes, to ensure a comprehensive understanding of its scope and feasibility

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Technologies
TypescriptTypescriptNode.jsNode.jsPostgreSQLPostgreSQLRedisRedisElasticSearchElasticSearch

Ready to build your customer relationship management (crm)?

Let's discuss your project requirements and create something great together.

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