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We are looking for an experienced **Full-Stack Developer / AI Automation Specialist** to build a simple and scalable **Customer Management & Automation System**. ### Project Overview We need a web-based system that helps a small team manage customers, automate repetitive customer-management tasks, and monitor the customer journey from initial contact through onboarding, active usage, follow-up, and renewal. The system should be designed with **automation and AI integration in mind**, but the first version should remain simple, reliable, and easy to use. ### Core Requirements The system should include: * Customer management * Employee/user management * Customer assignment to employees * Customer journey/status tracking * Tasks and follow-ups * Customer activity tracking * Communication history * Notifications and reminders * Customer status and health indicators * Basic dashboard and reports * Role-based access and permissions ### Customer Journey The system should allow us to define and track customizable customer stages, for example: **New Lead → Questionnaire → Proposal → Contract → Payment → Account Setup → Training → Activation → Active Customer → Follow-up → Renewal** Each customer should have a clear timeline showing their current stage, completed steps, pending actions, and next required action. ### Automation The system should automatically perform repetitive tasks such as: * Sending reminders * Following up with customers * Creating tasks for employees * Detecting pending actions * Notifying employees about important customer activities * Identifying inactive customers * Sending renewal reminders * Updating customer status based on system events ### AI Integration The architecture should allow future integration with an AI Agent. The AI should eventually be able to: * Analyze customer messages * Identify customer intent * Detect customers requiring attention * Create follow-up tasks * Summarize conversations * Recommend the next action * Answer basic customer questions using an approved knowledge base * Escalate complex or sensitive cases to a human employee The AI must not make high-risk decisions without human approval. ### Communication Integration The system should be designed to integrate with external communication channels such as: * WhatsApp * Email * Internal chat Customer communications should be linked to the relevant customer profile and used as a source for automation and follow-up. ### Dashboard The dashboard should provide a simple overview of: * Total customers * Active customers * Customers requiring attention * Pending tasks * Overdue follow-ups * Customer journey distribution * Employee workload * Customer activity * Upcoming renewals The goal is to make the system easy to understand and operate without unnecessary complexity. ### Technical Expectations The solution should be: * Modern web application * Responsive * Secure * Scalable * API-ready * Modular * Easy to maintain * Suitable for future AI integration The developer should provide a clean architecture with well-documented APIs and database structure. ### Important We are **not looking for an overly complicated CRM**. The priority is to build a **simple operational system that automates repetitive customer-management tasks and gives employees clear visibility into what needs to be done.** The project should be developed in phases, starting with the core customer-management and automation features, followed by AI and communication integrations. Please include in your proposal: 1. Recommended technology stack 2. Proposed architecture 3. Development timeline 4. Estimated cost 5. Relevant experience with AI agents and automation 6. Experience integrating WhatsApp/Email APIs 7. Examples of similar projects 8. What you recommend for the MVP phase
Project ID: 40674647
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291 freelancers are bidding on average $233 USD for this job

Hello, I am a **Full-Stack Developer / AI Automation Specialist** with a passion for creating efficient and user-friendly systems. Your need for a **Customer Management & Automation System** aligns perfectly with my expertise. I understand the importance of building a **simple, reliable, and scalable system** that streamlines customer management and automates repetitive tasks. The core requirements you've outlined, including customer journey tracking, automation, AI integration, and communication channels, are all areas where I excel. For this project, I recommend using a **modern tech stack** with a focus on scalability and security. My proposed architecture will ensure a **modular and API-ready system** that can easily accommodate future AI integration. I have experience in AI agents, automation, and integrating communication APIs, including WhatsApp and Email. To kick off the project, I suggest starting with the core customer-management features and gradually incorporating AI and communication integrations. This phased approach will ensure a smooth development process and timely delivery. I invite you to review my portfolio at https://www.freelancer.com/portfolio-items/11539740-microlent-systems-portfolio and discuss further details in a chat. Let's collaborate to bring your vision to life seamlessly. Sincerely, Rajesh
$140 USD in 10 days
9.5
9.5

Hello Valuable Client, CnEL India can build a simple, scalable CRM MVP focused on customer visibility, workflow automation, and a strong foundation for future AI integration. Our methodology will be: 1. **MVP Planning:** Define the essential customer, employee, assignment, journey, task, and follow-up workflows and prioritize them for Phase 1. 2. **System Architecture:** Build a modular, API-ready architecture with secure role-based access and a structured database designed for future integrations. 3. **CRM Core:** Develop customer profiles, customizable journey stages, activity timelines, employee assignments, tasks, communication history, and customer health indicators. 4. **Automation:** Implement reminders, follow-up tasks, overdue-action detection, employee notifications, inactive-customer alerts, and renewal workflows. 5. **Dashboard:** Create a simple dashboard showing customers, pending actions, workload, journey distribution, activity, and renewals. 6. **AI-Ready Layer:** Structure APIs and data flows so an AI agent can later analyze conversations, summarize interactions, recommend actions, and create tasks with human approval. 7. **Integrations & Testing:** Prepare the system for WhatsApp/email integrations and thoroughly test workflows, permissions, notifications, and APIs. We recommend delivering the MVP first, then adding AI and communication integrations in subsequent phases. Best regards, **CnEL India**
$180 USD in 15 days
9.1
9.1

Hello, As an accomplished freelance full-stack developer with over 15 years of solid experience, I am confident in my ability to craft an AI-integrated CRM specifically tailored to streamline your customer management processes. My extensive technical repertoire includes proficiency in various languages and frameworks such as PHP for your Laravel needs, JavaScript for your React and Node.js requirements, and Python for powerful AI automation. Aside from my proficiency in handling customer relationship management systems, I have substantial experience integrating AI into various projects to optimize operations. I understand the importance of building a system that is adaptable and scalable, which is why I am well-versed in creating APIs and database structures that can accommodate future expansions and integrations. Integration with communication platforms is a core feature you need, and my capability extends to integrating WhatsApp, Email, and Internal chat into the CRM, ensuring all the relevant channels are unified. From the initial concept down to long-term support, I pledge my commitment for a high-quality product development journey marked by clear communication, timely delivery & an unyielding effort for client satisfaction. Let's bring this project to life! Thanks!
$180 USD in 3 days
8.7
8.7

Hi, I reviewed your request for a simple, scalable Customer Management & Automation System with customer journey tracking, employee assignment, tasks/follow-ups, notifications, and a dashboard, built to be API-ready for future AI agent integration. I’ll design a modular, secure web application with clean Software Architecture and API Development. I’ll implement customer stages/timeline, role-based access, communication history linking, and automation rules for reminders, pending-action detection, workload signals, and renewal follow-ups, keeping it reliable for daily operations. I’ll focus on responsive UI, maintainable database structure, well-documented endpoints, and dependable automation triggers so the team always sees what’s next. Let’s discuss here now.
$150 USD in 7 days
8.5
8.5

Hi, When you say the AI should detect pending actions and update customer status automatically — are you thinking the system triggers these based on time-based rules (like "if no activity for 30 days, mark inactive"), or do you need it to analyze customer behavior patterns to decide what happens next? We've built similar customer lifecycle systems before, including one that handles complex stage transitions and task automation. The budget and timeline shown here are just placeholders — once we nail down how the automation logic should work, I'll give you a real estimate. Regards, Nurul Hasan
$200 USD in 14 days
8.8
8.8

Hi, I understand you are looking for a Full-Stack Developer / AI Automation Specialist to build a Customer Management & Automation System. My goal is to create a simple yet scalable solution that meets your needs. To achieve this, I propose using a modern technology stack such as React for the frontend and Node.js for the backend, ensuring a responsive and secure application. I will design a modular architecture that allows for easy maintenance and future AI integration. The development will be phased, starting with core features like customer management, task automation, and a basic dashboard. I will implement role-based access and ensure that the system is API-ready for future enhancements. I will need access to your existing customer data and any specific requirements for the dashboard. Testing will be crucial to ensure reliability and ease of use. I have relevant experience with AI agents and automation, having worked on similar projects that required integration with communication APIs like WhatsApp and Email. You can view my portfolio here: https://www.freelancer.com/u/techplusintl. Ready to start immediately!
$100 USD in 10 days
8.4
8.4

As a seasoned Full-Stack Developer well versed in HTML, PHP, and API Development having profound experience in building web applications for leading CRM brands including Magento and WordPress, I wholeheartedly believe that I'm the ideal candidate for your CRM and automation project. Leveraging on my sound understanding of software development best practices, I will architect and develop for you, a modern, responsive, scalable and secure system equipped with artificial intelligence capability to simplify your customer journey management while ensuring a flawless user experience. Moreover, I understand the intricate nature of automating repetitive tasks and integrating communication channels such as WhatsApp and Email to enhance workflow processes. Based on my comprehensive knowledge in AI technology and previous projects where I integrated AI robots like ChatGPT and Jetpack AI into websites for personalized content recommendations, I bear strong expertise to fulfill your need to integrate an AI agent into your system strategically. By choosing my services, you not only receive a developer with essential skill sets but also someone who's proactive in warranting maintenance and support for stable system performance.
$500 USD in 7 days
8.2
8.2

Hi, I can build a simple, scalable CRM MVP focused on customer management, journey tracking, tasks, automation, dashboards, and role-based access, with an architecture ready for future AI integration. Recommended stack: Laravel/PHP + MySQL + modern responsive frontend + REST APIs. I can implement: Customer profiles, stages, assignments, and activity timelines Tasks, reminders, notifications, and automated follow-ups Employee roles and permissions Dashboard, reports, customer health indicators Modular API architecture for future AI agents WhatsApp and Email integration-ready structure Secure, maintainable, well-documented code I recommend starting with the CRM + automation MVP, then adding AI and communication integrations in phase 2. I’m available to start immediately and can provide relevant examples on request. Best regards ADEEL
$90 USD in 7 days
8.2
8.2

Hi, I can build your simple, scalable CRM focused on making customer management and daily follow-ups easier for your team. I recommend **Laravel/PHP + MySQL + responsive frontend + REST APIs**. The MVP will include customer/employee management, assignments, customizable journey stages, tasks, follow-ups, activity and communication history, notifications, customer health/status, role-based permissions, dashboard and key automation rules. I’ll keep the architecture modular and API-ready so **WhatsApp, Email and AI-agent capabilities** can be added in the next phase. Automation can handle reminders, task creation, inactive-customer alerts, renewal reminders and pending actions. AI can later analyze messages, summarize conversations and recommend/create follow-ups, with human approval for sensitive actions. I have **10+ years of full-stack development experience** and can deliver the MVP in approximately **15–20 days** for **$150–200**, depending on the final workflow/UI details. No closely matching portfolio project is available, so I won’t claim unrelated work. I recommend starting with the CRM core + automation, then adding communication and AI integrations after the foundation is stable. Thank you Regards, Sai
$150 USD in 15 days
7.9
7.9

Hi, Ajhar here, ▪ Which specific CRM features are mandatory for your MVP phase? ▪ Do you prefer a Laravel or Node.js stack for this project? I will build a clean, modular CRM using Laravel and Vue.js to track customer journeys, automating task reminders to ensure your team never misses a follow-up. We will scale this for AI later. Let’s discuss and get started! -Ajhar
$140 USD in 7 days
7.8
7.8

⭐⭐⭐⭐⭐ Build a Simple Customer Management & Automation System ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and I see you are looking for a Full-Stack Developer / AI Automation Specialist. You don't need to look any further; Zohaib is here to help you! My team has successfully completed 50+ similar projects for customer management systems. I will create a reliable and user-friendly system that automates tasks and tracks customer journeys effectively. ➡️ Why Me? I can easily build your Customer Management & Automation System as I have 5 years of experience in web development, automation, and AI integration. My skills include database management, API development, and user interface design. I also have a strong grip on front-end and back-end technologies, ensuring a smooth and functional application. ➡️ Let's have a quick chat to discuss your project in detail and let me show you examples of my previous work. I'm looking forward to our conversation! ➡️ Skills & Experience: ✅ Full Stack Development ✅ AI Integration ✅ API Development ✅ Database Management ✅ User Interface Design ✅ Automation Solutions ✅ Customer Journey Mapping ✅ Task Management ✅ Responsive Design ✅ Security Best Practices ✅ Communication Integration ✅ Reporting and Dashboards Waiting for your response! Best Regards, Zohaib
$150 USD in 2 days
8.0
8.0

Greetings, I see you're looking for a full-stack developer to create a user-friendly CRM that enhances customer management and automates tasks. It’s important to keep things simple while still laying the groundwork for future AI integration. My approach would involve starting with a clean, modular design that focuses on core features like customer tracking and task automation, ensuring everything is intuitive for your team. With experience in PHP and web development, I can build a secure and scalable solution that integrates seamlessly with communication platforms like WhatsApp and email. I've worked on similar projects where I implemented automation features and role-based access controls, which would be crucial for this CRM. I’d love to discuss how we can phase this project effectively, starting with the essential functionalities for your MVP. Best regards, Saba Ehsan
$70 USD in 4 days
7.6
7.6

Hi, We recently built an internal automation system that encodes our own business development workflow into AI-driven, evidence-backed steps, replacing repetitive manual follow-up with queued tasks and reminders. That is close to the operational CRM you're describing. BD Automation: internal, no public URL, but the pattern maps directly onto your customer journey stages and event-based status updates. On the AI part, I'd keep the first version rule-based for reminders, task creation, and inactive-customer detection, then layer the AI agent behind a human approval gate for intent analysis and next-action suggestions. That keeps high-risk decisions with your team while the architecture stays API-ready. One question: for the MVP, do you want WhatsApp integrated in phase one, or email first with WhatsApp queued for phase two? Adil
$154 USD in 7 days
7.5
7.5

Dear Client, I am confident in delivering your AI-integrated Customer Management & Automation System with a focus on simplicity, scalability, and automation. Recommended Technology Stack: - Backend: PHP Laravel for robust API development and modular architecture - Frontend: Vue.js or React for responsive UI and clear dashboards - Database: MySQL/PostgreSQL for reliable relational data handling - Communication APIs: Twilio (for WhatsApp), SendGrid/SMTP for email integration - AI Automation: Python-based microservices to enable future AI agent integration Proposed Architecture: A modular, API-driven layered architecture separating frontend, backend, and AI components, supporting role-based access control and scalable microservices for future AI-powered automation. Development Timeline: Phase 1 (Core CRM & automation): 6-8 weeks Phase 2 (Communication & AI integration): additional 4-6 weeks Estimated Cost: Within your $30-$250 budget scope for an MVP focusing on core functionalities. MVP Recommendations: Focus on core customer and employee management modules, automated reminders, task creation, customer status tracking, and a dashboard summarizing workload and customer health. This ensures essential automation and visibility without complexity. I would be glad to discuss your project further and provide a detailed roadmap tailored to your requirements. Best regards, Özgür
$150 USD in 2 days
7.3
7.3

Hi, I’ve reviewed your CRM scope carefully, and I’m confident I can build a simple, scalable web application that covers customer management, role-based workflows, automation, and future AI Automation readiness without overcomplicating the MVP. For this project, I’d recommend a PHP-based modular backend with API-ready architecture, responsive HTML frontend, structured permissions, activity timelines, reminders, dashboards, and clean data models that support later WhatsApp/email integrations and AI-driven follow-up logic. I have relevant experience building operational systems, automation workflows, and maintainable admin platforms where reliability and clarity matter most. For MVP, I recommend starting with customer records, assignment, journey tracking, tasks, reminders, communication logs, and reporting, then layering AI-assisted summaries, intent detection, and automation rules in phase two. I can outline the stack, architecture, phased timeline, and estimated cost clearly from day one. I can share a practical MVP plan and development roadmap within 24 hours, then begin phase one immediately after approval. Would you prefer the MVP automation engine to be event-based, rule-based, or a mix of both? Best regards, KANIKA
$250 USD in 21 days
7.1
7.1

Hi! My name is Marjan and I'm here to offer you my services as a skilled applicant with over a decade of experience working on Freelancer.com. I believe I am the best fit candidate for this project due to my extensive experience; I would like to have a discussion to get to know that we both are on the same page. Once the scope will be locked, I will start working on it right away.
$140 USD in 7 days
7.0
7.0

Hello Dear, I’m Md Toriqul Islam, a full-stack developer with 10+ years of experience in CRM systems, automation, AI integrations, and scalable web applications. I understand you need a simple customer management system with journey tracking, task automation, role-based access, dashboards, and future AI integration. I have rich experience in React, Node.js, Laravel, Python, APIs, CRM workflows, AI agents, WhatsApp, email automation, and database architecture. I am skilled in building modular systems with automated workflows, notifications, dashboards, REST APIs, and secure scalable backends. For the MVP, I recommend focusing first on customer management, journey tracking, tasks, automation, dashboards, and API-ready architecture. I’m ready to start immediately and discuss the architecture, timeline, and development phases. Looking forward to hearing from you. Best regards, Md Toriqul Islam
$250 USD in 3 days
6.8
6.8

I can help create a simple and scalable Customer Management & Automation System that meets your needs. My approach will focus on building a user-friendly interface while ensuring reliable automation and AI integration for future enhancements. I noticed the emphasis on tracking the customer journey and automating repetitive tasks, including communication history and notifications. This understanding will guide the development process to ensure we deliver a system that is both effective and easy to navigate. I have extensive experience in full-stack development, automation, and AI integration. My background includes designing modular and scalable web applications, ensuring they are secure and responsive. I look forward to discussing how we can bring this project to life. Regards, Jp
$150 USD in 7 days
6.8
6.8

Hello!! Your project needs a full-stack developer who can connect the required systems, automate workflows, and build a reliable application that brings all parts together smoothly. * What systems or services need to be integrated? * Which workflow would you like to automate first? * Do you already have the frontend and backend started? The solution will include a clean frontend, reliable backend APIs, secure integrations, database management, and automation of repetitive processes. Existing systems will be reviewed first so the new functionality fits naturally without disrupting your current workflow. Relevant full-stack, AI automation, API integration, and SaaS projects have already been completed. Complex systems become much more useful when their separate parts work together seamlessly, and that will be the focus here. Let us discuss your integration requirements in chat and get started. Best regards Farhin B
$110 USD in 10 days
6.8
6.8

Hello,! I’m excited about the opportunity to help with your project. Based on your requirements, I believe my expertise in PHP, HTML, Website Design aligns perfectly with your needs. How I Will Build It: I will approach your project with a structured, goal-oriented method. Using my experience in PHP, Website Design, Software Architecture, HTML, Web Development, Full Stack Development, API Development, AI Automation, I’ll deliver a solution that not only meets your expectations but is also scalable, efficient, and cleanly coded. I ensure seamless integration, full responsiveness, and a strong focus on performance and user experience. Why Choose Me: - 10 years of experience delivering high-quality web and software projects - Deep understanding of PHP, HTML, Website Design and related technologies - Strong communication and collaboration skills - A proven track record — check out my freelancer portfolio. - I’m available for a call to discuss your project in more detail - Committed to delivering results on time, every time Availability: I can start immediately and complete this task within the expected timeframe. Looking forward to working with you! Best regards, Ali Zahid Saudi Arabia
$140 USD in 7 days
6.2
6.2

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