Omnichannel Mini CRM Automation

@rajat07me

Hi, this is a well-structured automation brief and I can help you turn those scattered touchpoints into one usable mini CRM. The key part here is not just pulling leads from Shopify, Instagram, WhatsApp, and Podium, but also handling deduplication, assignment logic, and follow-up task creation reliably within your 5-minute requirement. I would build it in a modular way so your round-robin rule can be swapped later without rebuilding the whole system. I can also provide a clean handover guide so your team can manage it easily after delivery.

@kabirchy

Hello, I see you're looking to create an efficient omnichannel mini CRM that consolidates leads from various platforms like Offerly, Shopify, Instagram, WhatsApp, and Podium into a single, manageable system. I can help streamline your lead management process through robust API integration and automation, ensuring smooth data flow and centralization. My approach will involve creating a lightweight CRM layer that harmonizes data from your touchpoints using custom API integrations. This will involve careful mapping and automation scripts to pull in lead data as soon as it's generated. With expertise in PHP, JavaScript, and web development, I will structure the CRM to be both effective and user-friendly without adding unnecessary complexity. Additionally, I will implement a scalable architecture that caters to your current needs and can grow with your business, ensuring longevity and reliability. By tailoring this solution to your specific touchpoints, we can significantly enhance lead management and improve the interaction experience for your business. Best Regards, Khorshed Alam, RS Software

@rizwange4

Hi, I can build a lightweight mini CRM that centralizes leads from Shopify, Instagram, WhatsApp Business, and Podium into one dashboard with near real-time synchronization. ✔ Unified lead database with duplicate detection and message history ✔ Automatic round-robin lead assignment (extensible for future rules) ✔ Auto-created follow-up tasks with channel context and due dates ✔ Clean web dashboard or embedded Shopify app ✔ Reliable API integrations, deployment guide, and handover session The solution will be scalable, maintainable, and designed to keep lead updates within your required five-minute window. Best regards, Muhammad Rizwan LA

@SBITServices

Hi, I have over 5+ years of experience in both frontend and backend development. I will do the specified tasks. Key Areas of Expertise: a) Full-Stack Development: Proficient in both frontend and backend technologies Frontend: Next, Js, ReactJS, Bootstrap, JavaScript, jQuery Backend: Laravel, CodeIgniter, Node.js b) API Integration: Experienced in integrating and working with APIs to enhance application functionality. c) Microservices: Skilled in developing and integrating microservices for scalable and efficient solutions. d) Database Management: Competent in managing databases with Postgresql, MySQL, MongoDB, and Oracle. d) Server Handling: Adept at handling server environments such as AWS, Google Cloud, VPS, Apache, and Nginx. Let’s discuss how I can help achieve your project goals and add value.

@AhteshamAK

Managing leads across Shopify, Instagram, WhatsApp, Podium, and chat platforms becomes difficult when data is scattered and follow-ups are missed. The key is building a reliable integration layer that captures every lead, removes duplicates, and automatically creates actionable tasks for the sales team. I'll develop a lightweight CRM system with API-based integrations, centralized lead management, duplicate detection, automated round-robin assignment, and follow-up workflows. The dashboard will provide your team with a clear view of lead sources, conversations, timestamps, and pending actions. Relevant Experience: Custom CRM & ERP solutions Shopify integrations and automation workflows REST API integrations PHP / JavaScript backend systems Admin dashboards and business automation Implementation Plan: ✓ Connect Shopify, Instagram Graph API, WhatsApp Cloud API & Podium ✓ Build centralized lead database with duplicate handling ✓ Add automated assignment and follow-up task creation ✓ Develop responsive CRM dashboard ✓ Test real-time sync and deploy with documentation I can start by reviewing your current API access and lead flows, then finalize the architecture and milestone plan for development. Best, Ahtesham

@technologiesit

Having spent the last 8+ years immersed in full-stack web development, I can confidently say that your Omnichannel Mini CRM Automation project is right up my alley. Not only do I boast an extensive knowledge of HTML, JavaScript, and PHP - ideal for ensuring seamless API integrations - but I've successfully delivered over 100 similar projects throughout my career. What sets me apart is my dedication to crafting scalable and secure solutions. With your project that aims to eliminate data repetition and centralize all key touchpoints, it's crucial that duplicate capture accuracy exceeds the minimum threshold. By leveraging my experience and deploying smart digital strategies, I can guarantee a 95% success rate at minimum plus real-time updates in less than five minutes lag. Moreover, you’d be gaining a partner who is invested in the long-term success of your business. My commitment doesn’t end at delivering your project; I offer continuous support to ensure its smooth functioning even beyond the handover. Together let's create a concise web-dashboard or an embedded Shopify app to streamline your lead management process so that your team can devote more time to closing sales!

@fullstack0407

I have read your job post and I am a Full Stack Developer with experience in CRM development, API integrations, Shopify apps, workflow automation, and real-time data synchronization. I can build a lightweight, scalable CRM that consolidates leads from Shopify (including abandoned checkouts), Offerly, Instagram Graph API, WhatsApp Cloud API, and Podium into a single interface. I recommend using Node.js (NestJS) + PostgreSQL + Redis with a React-based dashboard (or an embedded Shopify app if preferred). The platform will use webhooks wherever available for near real-time updates and fall back to scheduled polling only where an API does not support webhooks. It will include intelligent lead deduplication, configurable round-robin assignment, automated follow-up task creation, unified message history, audit logs, and a modular rules engine so lead assignment strategies can be changed later without major code changes. I will also provide deployment documentation and a complete handover. Question: For duplicate detection, should the CRM treat phone number as the primary unique identifier, or should it also merge leads based on email address and social profile IDs (Instagram/WhatsApp/Shopify customer) when phone numbers are missing or different?

@zecratech

Hi We can do the required task for you. We have the required experience to do it. Please do initiate chat to discuss further. Regards

@santoshkumars17

As an experienced full-stack web and mobile app developer, I am well-prepared to tackle the challenges of your Omnichannel Mini CRM Automation project. I have successfully developed similar solutions for a range of platforms including SaaS applications, e-commerce websites, and native mobile apps. With my expertise in API integration and database management in addition to my background in front-end and back-end development using React.js, Node.js, Laravel and more, I offer the comprehensive skillset required to build your lightweight CRM layer. What sets me apart from other candidates is not just my technical prowess but also my commitment to clean, optimized and maintainable code. Your project demands real-time or a near-five-minute update system which only precise programming can accomplish efficiently while maintaining accuracy. Moreover, as a strong advocate for end-to-end development support, I'm capable of delivering tasks that align closely with your stringent acceptance criteria. In conclusion, what ultimately matters is the ability to transform ideas into realities via code efficiently without compromising on quality. My 5+ years of professional experience combined with on-time delivery and clear communication ensures not only that I will build exactly what you're hoping for but that you'll feel supported throughout the process

@monicasynthesis

Hi, I've read your project description carefully and clearly understand your requirements. I have 5+ years of experience in CRM development, API integrations, PHP, JavaScript, and automation, building centralized lead management systems with reliable real-time workflows. * Integrate Shopify, Offerly, Instagram, WhatsApp Business, and Podium into a single CRM with near real-time lead syncing. * Build duplicate detection, automated round-robin lead assignment, follow-up task creation, and a simple team dashboard or embedded Shopify app. Best Regards, Monica Bhatia

@NEHABHAT92

In today's digital age, managing multichannel leads effectively is vital to sales success, which is where I come in. With over 9 years of experience in web development and mobile app development, including expertise in automation, HTML, JavaScript, PHP, and more, my team is ready to create a lightweight CRM solution that meets your unique needs. We have a solid understanding of e-commerce platforms like Shopify and are proficient with the APIs of Instagram Graph, WhatsApp Cloud, and Podium—allowing us to fetch and refresh data from all your specified channels—the cornerstone of any successful omnichannel setup. Additionally, your data will be organized in a central place with all the essentials: name, contact, channel, message history, timestamp. Our goal is not just to build you a working CRM interface but also fully automate your lead assignments based on your preferences - no matter if you decide to use round-robin or want to switch things up later. We understand the importance of real-time updates for your business thus will ensure an efficient system that delivers new leads within 5 minutes max while maintaining at least 95% duplicate capture accuracy. Trust us with this project and let us prove why we are synonymous with turning ideas into reality.

@huzaifa306

Hi, I have built similar CRM and lead management systems that combine multiple channels into one dashboard, remove duplicates, assign leads automatically, and create follow up tasks. For this project, I would connect Shopify, Instagram, WhatsApp, and Podium into a lightweight central CRM with near real time updates and flexible assignment rules. I can deliver the working system, test all automations, and provide a clear handover guide and call.

@MQamar123

Coming from a strong background in software development for over 7 years, I am well-versed in building lightweight CRM systems and integrating multiple APIs. Your Omnichannel Mini CRM Automation project aligns perfectly with my expertise. My wide-ranging skill sets, from web development to app development and proficiency in languages such as Node.js, React.js, Laravel, among others, make me a reliable choice. I understand how important it is to have real-time or nearly real-time updates in your CRM system, and I am adept at coding for such fast-paced environments. With an emphasis on crafting high-performance systems that can handle multiple channel data simultaneously and without delay, I assure you that your leads will appear on the CRM within five minutes of generation. Furthermore, I embrace project-specific challenges with enthusiasm and commitment. Developing a system that accurately captures and merges duplicates will be of utmost priority for me; ensuring a 95% duplicate capture rate will not be compromised. From delivering a working mini CRM interface to comprehensive deployment guides and post-implementation support in the form of a short handover call, I assure you of top-notch execution. Let's connect and discuss how this project can elevate your business to new heights!

@DigitalNightOwl8

Hey , Good afternoon! I’ve carefully checked your requirements and really interested in this job. I’m full stack node.js developer working at large-scale apps as a lead developer with U.S. and European teams. I’m offering best quality and highest performance at lowest price. I can complete your project on time and your will experience great satisfaction with me. I’m well versed in React/Redux, Angular JS, Node JS, Ruby on Rails, html/css as well as javascript and jquery. I have rich experienced in Web Development, Automation, CRM, PHP, API Integration, Software Architecture, JavaScript and HTML. For more information about me, please refer to my portfolios. I’m ready to discuss your project and start immediately. Looking forward to hearing you back and discussing all details.. Appreciate your prompt response

@LakshkarPVTLtd

Dear Client, I can help build a lightweight CRM solution that centralizes your incoming leads from Shopify, Instagram, WhatsApp, Podium, and other touchpoints into one organized workflow. My approach would focus on reliable API integrations, automated lead syncing, duplicate handling, and a simple dashboard that gives your sales team clear visibility into every opportunity. The solution will include: * Lead collection from Shopify and connected channels through APIs/webhooks * Centralized storage of customer details, source channel, messages, and timestamps * Duplicate detection and merging logic * Automatic round-robin lead assignment with flexible rules for future changes * Follow-up task creation with due dates and channel context * Responsive CRM dashboard for managing leads I will ensure the system is designed for near real-time updates, proper error handling, and easy maintenance. I can also provide deployment documentation and a handover session after completion. I would like to review your current Shopify setup and available API access details to suggest the most efficient architecture. Best Regards

@bpatidar2793

I can build a lightweight, scalable mini CRM that centralizes leads from Shopify (Offerly and abandoned checkouts), Instagram, WhatsApp Cloud API, Podium, and your website into a single dashboard. The system will intelligently merge duplicate leads, automatically assign them using a modular round-robin engine, create follow-up tasks, and provide near real-time updates through reliable API integrations. I'll develop a clean, responsive interface with a secure backend, maintainable architecture, and complete documentation, ensuring it's easy to extend with custom assignment rules, additional channels, and advanced automation as your business grows.

@jagratip3

Hello! I can build a lightweight CRM layer that centralizes leads from Shopify Offerly, abandoned checkouts, Instagram DMs, WhatsApp Business, and Podium into one unified dashboard. I’ll create reliable API integrations, duplicate detection, lead history tracking, automatic round-robin assignment, and follow-up task generation with channel context and due dates. The system will support real-time or near real-time syncing, scalable assignment rules, and a clean web dashboard or Shopify app interface. I’ll deliver a fully tested solution, deployment documentation, and a handover session to ensure your team can use and maintain it confidently.

@akkiwadhwa1995

Built API-integration-heavy CRM layers before — the Shopify abandoned checkout webhook, Instagram Graph DMs, and WhatsApp Cloud API are all ones I've wired into central databases. The five-minute lag requirement is achievable with webhook listeners rather than polling; Podium has a webhook option too so that stays real-time. I'd build the deduplication logic first (phone/email as merge keys), then the round-robin assignment engine so you can swap the rules later without touching the rest of the code. What's the front-end preference — a standalone web dashboard, or do you want it embedded inside the Shopify admin?

@modesorehari6

Hi there, I'm Malix Azis. I can build a lightweight mini CRM that collects leads from Shopify, Instagram, WhatsApp Cloud, Podium, and Offerly into one dashboard, merges duplicates with high accuracy, auto assigns leads using flexible round robin logic, creates follow up tasks, and keeps data synced within the required five minutes. I'll build reliable API integrations, a scalable backend, and a clean web dashboard with real time processing and simple deployment. Do you already have API access and credentials for Shopify, Instagram Graph, WhatsApp Cloud, Offerly, and Podium? I have strong experience with PHP, JavaScript, API integration, CRM systems, Shopify, automation, Node.js, PostgreSQL, Laravel, React, and cloud deployment. I can deliver a reliable solution and start immediately after we finalize the plan. Let's discuss the details via chat. Best regards, Malix