Custom CRM for Sales, Telesales and Data Entry

@webbookstudio

Hi there, We understand you're looking for a custom CRM tailored to your business needs, integrating Dialpad, managing events, client interactions, and sales cycles. Our team at Webbook Studio has experience in building custom CRM systems, including a similar project for a sales and marketing agency, where we developed a bespoke CRM with automated workflows and integrations. We also built an ERP system for a retail company, which included inventory management, order tracking, and customer relationship management. We can deliver a custom CRM that meets your requirements, including integration with Dialpad, event management, and sales pipeline tracking. One question: Have you considered any specific database management system or API integrations for this custom CRM, or would you like us to recommend some options? Feel free to message us to discuss the details! — Webbook Studio

@a4logic

Hello, With over a decade of industry experience, my team and I at A4Logic are well-equipped to handle your custom CRM project. Our proficiency in PHP, Laravel, and JavaScript, coupled with our understanding of your specific CRM requirements places us in a unique position to build a robust solution tailored specifically to cater to your telesales and data entry needs. We have considerable expertise in integrating various tools like dial pad, email automation, sales tracking systems into CRMs, ensuring that all your requests such as task reminders, call outcomes, follow-up reminders are seamlessly implemented. Additionally, we're capable of incorporating the necessary logic for lead assignments and enabling the sales team to manage quotes effectively. Centralising multiple functionalities such as event management for clients, product storage, quote generation and sophisticated data entry processes is a core competency of ours. As skilled UX/UI designers we understand how important it is for the system to be easy-to-use yet comprehensive, and we'll make sure all appropriate information is viewable and relevantly searchable. Our commitment extends beyond just building the product - we provide long-term support post-launch, ensuring smooth operations even after deployment. Our 5-star rating and 97% project completion rate attests to our professionalism and dedication. With us on board, rest assured that your CRM system will be delive Thanks!

@gotucat

Hi, I reviewed your request for a custom CRM made for telesales, data entry, and sales quoting, with dial app integration and full activity tracking. I’ll build the CRM workflows to handle leads, assign leads to sales agents, store pricing and products with images, and produce quotes from the system. I’ll also structure events in month/year date order and show all event details on each client profile. I’ll ensure every lead call has an outcome, follow-up reminders, and automatic email sending after calls. I’ll track telesales and sales agent activity on calls, emails, notes, and quotes, with status as SOLD or archived for the next event. I focus on clean database administration and reliable API Integration for dial paid, so operations stay smooth. Let’s discuss here now.

@diektech

Hi — Elias here from Miami. I understand you're looking to develop a custom CRM for your sales and telesales teams. The goal is to enhance productivity and streamline data entry processes. The real challenge often lies in ensuring the CRM is user-friendly yet scalable. A common issue in systems like this is managing user roles and permissions while integrating with existing tools. The tricky part is usually ensuring that data flow supports your sales strategies without becoming complex for users. My approach would focus on building a modular architecture that prioritizes maintainability and adaptability for future needs. Using PHP for the backend, we can implement a robust API for integrations, allowing for easy updates and feature expansions. This ensures we lay a solid foundation for your CRM. I've worked on similar CRM solutions, focusing on user experience and efficient data handling, which has equipped me to anticipate potential pitfalls early. A few questions to better understand the scope: Q1 – What specific user roles and permissions do you envision? Q2 – Are there existing systems that this CRM needs to integrate with? Q3 – What are your expectations for scalability as your team grows? Happy to discuss further and outline a tailored technical approach. Looking forward to hearing from you.

@installerpoint

Hello, I’d be interested in building and supporting a custom CRM solution tailored specifically for your telesales, sales, and data entry workflow. From your requirements, you need more than a standard CRM,you need a complete business management system that connects lead generation, calling activity, event management, quoting, products, and sales tracking into one centralized platform. Delivery & Support Requirement analysis and workflow planning. Custom CRM development. Testing with real business scenarios. Deployment assistance. Documentation and user guidance. Ongoing maintenance and support. I understand the importance of accurate activity tracking and a smooth workflow between departments. I would be happy to discuss your current process, preferred integrations, and build a CRM that fits your exact operations. Thank you, and I look forward to working with you. Best regards ADEEL

@Friends4it

We've built and shipped custom CRM systems for telesales and inside sales teams — this scope maps directly to what we've delivered. Our work on CRM platforms for sales organizations covers your full feature list: call outcome logging, follow-up reminder queues, lead assignment (telesales → sales agents), email-after-call automation, and team activity dashboards. What I'll build: - Telesales view: lead list with upcoming events in date order, clients per event, call outcome dropdowns, follow-up reminders - Dialer integration: click-to-call with auto-logged outcomes - Email automation: send templates after each call, log history per lead - Lead handoff: telesales assigns qualified leads to sales agents for quoting and pipeline management - Sales cycle tracking: stages, quotes, and close status per lead - Activity log: all calls, emails, and outcomes per rep with management visibility Stack: Laravel + MySQL, React.js dashboard. Role-based access control. Bid: $500 AUD | Delivery: 14 days.

@raheel2k29

Hello, I can build a customized CRM system tailored for your telesales, sales, and data entry workflow. I have experience developing CRM platforms with PHP, databases, API integrations, automation, and business process management. I can create a complete solution covering lead management, calling activities, follow-ups, quoting, client profiles, and sales tracking. Key features I can develop: Custom CRM dashboard for different user roles Lead allocation between data entry, telesales, and sales agents Call outcomes, notes, reminders, and activity tracking Dialer/API integration support Email automation after calls Event and client management with date-based organization Sales pipeline, quoting system, products, and pricing management Complete history of calls, emails, and sales activities Secure database structure and scalable architecture I will build the system with a clean interface, proper user permissions, and maintainable code so it can grow with your business. I’m ready to discuss your workflow in detail and start with the CRM architecture. Best regards RAHEEL

@ozbas

❤️❤️❤️ Greetings ❤️❤️❤️ I have reviewed your Custom CRM for Sales & Telesales project and I am interested in building a CRM tailored specifically to your sales workflow rather than forcing your team to adapt to a generic CRM. I am Ozgur Ozbas, a Full-Stack Developer with 10+ years of experience in Laravel, Node.js, PHP, MySQL/PostgreSQL, REST APIs, authentication, dashboards, automation, and database-driven business applications. I can build a centralized CRM covering lead management, sales pipelines, customer profiles, call/activity tracking, follow-up reminders, notes, task management, sales-agent dashboards, reporting, and role-based access. I can also integrate external services such as telephony, SMS, email, WhatsApp, or existing business APIs where required. The system can be designed around your actual telesales process, with configurable statuses, lead assignment, automated follow-ups, activity history, and management reporting. Q1. Do you already have a defined telesales workflow and pipeline stages, or should I help design the CRM workflow around your current sales process? Q2. Does your team currently use a phone/VoIP, SMS, WhatsApp, or email platform that needs to be integrated into the CRM? Best regards, Ozgur Ozbas

@WelcomeClient

Hi There, Ready right now I'm ready to Custom CRM - Made For Telesales, Data Entry tasks. I will show you sample for your satisfaction and project accuracy then we will go to start, so please contact me and share more details thanks. Check My Profile: https://www.freelancer.pk/u/WelcomeClient I would like to work on this project and can complete with 100% accuracy within the time frame. https://www.freelancer.pk/projects/excel/business-profit-loss-reporting-excel/reviews https://www.freelancer.pk/projects/data-entry/copy-listings-from-website-another/reviews Thanks, Umer

@Hubready

Hello!, This is James from Hollywood... I read your project description carefully, and I understand you need a custom CRM built for telesales, sales reps, and data entry, not a generic template. That’s exactly the kind of project I like because the workflow needs to fit the team, not the other way around. I have about 15 years of experience building custom PHP systems, CRMs, dashboards, and database-driven apps, including API integrations and workflow automation. I can help you create a fast, clean, and practical CRM with lead tracking, follow-ups, call status, notes, reporting, and role-based access. My approach would be: 1. Confirm your sales process and required fields 2. Map the CRM workflow 3. Build the core modules first 4. Add integrations and permissions 5. Test with real users before launch Relevant work includes a lead management CRM, a telesales dashboard with call logging, a client portal for service reps, and a data entry system with exports. Could you please clarify the following questions to help me better understand the project? 1. What are the must-have modules for version 1? 2. Do you need integrations with email, SMS, or phone systems? 3. How many user roles and permission levels do you want? I’d be glad to build this properly from the start and make sure it’s simple for your team to use and easy to grow later.

@umairdev101

Hi, I'd love to build a custom CRM tailored to your telesales workflow, including Dialpad integration, lead management, event tracking, quoting, automated follow-ups, activity monitoring, and role-based access for Data Entry, Telesales, and Sales teams. I have extensive experience developing custom CRM systems with API integrations, automation, email workflows, Google Maps integration, and scalable dashboards that streamline the entire sales process from lead generation to closing. Let's schedule a quick call to discuss your workflow in detail so I can propose the best architecture and deliver a reliable, easy-to-manage solution with ongoing support.

@naminghn

Hi there, I'd like to discuss developing a custom CRM tailored specifically for your sales and telesales operations. I can integrate features like event tracking, client management, and outcome reporting, ensuring seamless interaction between telesales and sales agents. I understand the importance of having detailed data visibility, call outcomes, and the ability to manage pricing and products efficiently. Your satisfaction is my priority and I guarantee that I will deliver you a high-quality result. Regards, Ali

@krupnovdenis

Hello! We can build you a custom CRM tailored to your sales workflow. 1. Which part should we prioritize first: lead handling, calling, or quoting? 2. What systems or data sources need to be integrated from the start? — About us We are dZENcode – a full-cycle IT company for digital product development: from design and programming to integrations and post-release support. We build projects from scratch and also work on existing solutions that need further development, improvements, or technical support. You can find detailed information about our services and rates on our official website: https://dzencode.com. Please review it – after that, we can discuss the details and agree on the next step. ⚠️ After clarifying all details, we will define the scope, the suitable cooperation format – task-based, outsourcing, or outstaffing – and the final cost. Projects are guaranteed to reach release with us: • 10+ years providing IT services; • 90+ in-house specialists; • 250+ public reviews since 2015; • We support products under SLA after launch; • We work under NDA and a company contract!

@rbtech1984

Hello!! A custom CRM will be developed to manage telesales, sales, data entry, event tracking, quotes, call activities, follow ups, and team workflows in one organized platform. • How many users will be using the CRM at the beginning? • Do you already have an existing database that needs to be imported? • Should the system be accessible only on desktop or on mobile devices as well? Similar custom CRM solutions have been delivered with role based access, call tracking, email automation, Google Maps integration, quote management, and detailed reporting. Every workflow is designed to reduce manual work, improve team collaboration, and give complete visibility into leads, sales, and customer activity. Looking forward to discussing your project in chat. Best regards Farhin B

@bcosley

Hi, You're looking for a CRM that unifies telesales, data entry, events, and quoting with activity trails and email follow-ups. I've built and supported similar end-to-end sales platforms with dialer integration and client histories, so daily usage and data integrity matter from day one. Execution approach: I'll start by validating the current lead-to-quote flow, map the client-events-call-quote data model, then implement incremental screens and automations for reminders and post-call emails, with a configurable rollout. One technical risk / key challenge: Ensuring consistent data state when leads move between telesales and sales quoting, across multiple users. Two clarification questions: What should happen if a client attends multiple events on the same date , should events be grouped or separate records? Who will own Google API credentials and how should data imports and re-allocation flows handle 100% dialed data reallocation? If we're aligned, I'd be happy to walk you through the implementation plan before we get started. Best regards, Brandon

@santoshm143

I can build a custom CRM tailored to your telesales, sales, and data entry workflow. The system will include event and client management, lead allocation, call outcomes, follow-up reminders, quote generation, email tracking, product management, Google Maps API integration, and Dialpad integration, all within a secure, user-friendly dashboard. The CRM will provide role-based access for Data Entry, Telesales, Sales, and Admin users, complete activity tracking, automated workflows, and scalable architecture for future enhancements. I'll ensure the system is reliable, easy to maintain, and supported with clear documentation and ongoing assistance after deployment. I have experience developing custom business management systems and API integrations, and I'm confident I can deliver a CRM that streamlines your operations and improves team productivity. I’m ready to discuss your workflow in detail and begin development immediately.

@toriquldev123

Hello There! I’m Md Toriqul Islam, and I’m excited to partner with you. I can dive into your project immediately. I have rich experience in custom CRM development, sales automation, telemarketing systems, and full-stack web development. I am skilled in React, Node.js, Laravel, PHP, MySQL, REST APIs, Google Maps API, email automation, and CRM workflow design. I understand you need a custom CRM for telesales, sales, and data entry with call tracking, follow-up reminders, event management, quote generation, email automation, role-based access, and complete activity monitoring. I can build a scalable, secure, and user-friendly solution tailored to your workflow. My expertise in CRM development, workflow automation, APIs, and database design ensures reliable, high-quality results. I’m ready to start immediately and would be happy to discuss your project. Feel free to ask any questions. Looking forward to hearing from you. Best regards, Md Toriqul Islam

@megauravpanwar

Hi, 1. Should Dialpad integration use native Click-to-Dial / CTI embeds (via Dialpad REST API & Webhooks) so calls are launched directly within the CRM UI with automatic call logging? 2. Which tech stack or cloud environment do you prefer for building and hosting this system (e.g., Laravel / Node.js backend with React / Vue, or hosted on AWS / DigitalOcean with PostgreSQL)? I can design, build, and support your custom web-based CRM tailored specifically for your Data Entry, Telesales, and Sales Agent workflows. I am ready to review your exact timeline goals and begin shaping the system architecture. Best regards, Gaurav Panwar

@jafferrox

Hi, what actually determines whether this CRM feels natural is the data model behind clients and events - one client can attend multiple events, each with its own call outcome, quote, and sold/archived status, so that relationship needs its own record rather than a single status field on the client. Get that wrong early and views like "all events for one client" or "everything a telesales rep touched this month" turn into workarounds instead of straightforward queries. So I'd model client and event as separate entities joined by a lead record carrying its own call outcome, follow-up reminder, quote status, and sold/archived state per event - the same client can be actively worked for one event while archived for another, without one status overwriting the other. Data entry creates events in date order, enters company/contact details (Google Places API for address), then allocates leads to telesales. Telesales dial through Dialpad integrated into the CRM so call logging and outcomes land on that lead's activity trail automatically, with follow-up reminders and post-call emails triggered from the same record. Once qualified, telesales hands off to a sales agent, who manages pricing/products (images, editable pricing) and quoting, with every call, email, and note visible on that same trail. All role activity - calls, emails, outcomes, quotes - stays filterable by user, so you can see telesales and sales performance separately or together.