Stock Broking CRM: Android App + Web Dashboard

@ykarora26

With experience in custom CRM development, I understand the need to streamline lead management and call processes for your stock broking business. I have successfully designed similar systems that prioritize user speed and efficiency. Could you share more about your team's current lead tracking challenges to help tailor the solution effectively? Regards, Yogesh Kumar

@iquallinfo

Hello, I've carefully reviewed your requirements, and this is much more than a standard CRM. It requires a fast, workflow-driven system designed specifically for high-volume calling, follow-ups, WhatsApp communication, and stock broking sales management. The features you've outlined—including lead management, callback automation, WhatsApp Business API integration, click-to-call, sales pipeline, task management, reporting, and broker-specific tracking—can be built into a single, streamlined platform with an Android app for agents and a web dashboard for administrators. Browse portfolio for work samples: https://www.freelancer.com/u/iquallinfo 15 Years experience 1200+ Projects 300+ Satisfied clients Available 9 hours per day Available Fulltime Dedicated -- Do you already have an existing lead database or CRM that needs to be imported? -- Should the CRM integrate with any existing stock broking/back-office software or will it work independently? I look forward to discussing your requirements further. Thank you.

@mrresearcher99

Hello, I have 10 years of experience developing custom CRM, ERP, and sales automation platforms with Android applications, web dashboards, and REST APIs. For this project, I recommend React Native for the mobile app, React.js for the web dashboard, Node.js with REST APIs for the backend, and PostgreSQL for secure, scalable data management. This architecture is ideal for high-volume lead handling and future expansion. I would build a fast, minimal-click CRM with lead management, click-to-call workflows, WhatsApp Business API integration, sales pipeline tracking, reporting dashboards, role-based access, and secure handling of financial data. My focus is on clean architecture, responsive UI, performance optimization, and maintainable code while ensuring the platform remains API-ready for future enhancements. I can also assist with WhatsApp Business API integration and deployment planning. I’d be happy to discuss your workflow and share a detailed implementation approach, timeline, and relevant project experience. Best regards

@pinkeegupta

Hi I will be able to help you. Please message me so that we will have detail technical discussion. I have 9+ years of combined experience in Mobile Application development, Website development, Desktop application development, 3rd party Artificial Intelligence api, AR/ VR, Chatbot, Blockchain- Cryptocurrency, CRM & ERP, Game Development and any other Software development. I am having expertise in Native on Android Java, kotlin and IOS Swift, and For Hybrid Cross platform on Flutter Dart & React- Native and for web and backend on react js and node js, Python Django and php CodeIgniter mvc and Laravel. Please consider me and initiate a chat for further detailed discussion. Regards, Anju Logical Soft Tech Pvt Ltd, Indore(M.P)

@Rajoriadares

Hello Client, Greeting of the day!!!! I read your job description. I can do this job with quality product. I am always available for your support. Thanks

@ssquare489

As a seasoned full-stack developer with expertise in mobile app (particularly Android), web dashboard development, and cloud computing, I am confident that I can bring your vision of a user-friendly CRM for your Stock Broking business to life. Having worked alongside heavyweights like Apple and Amazon in the past, I understand the criticality of adhering to the software development lifecycle, ensuring no step is rushed or overlooked for a high-performance, stable product. My proficiency extends to integrating APIs such as WhatsApp Business and telephony/click-to-call incorporation; skills vital for this project's success. With an understanding of data security practices specific to our financial/client sensitive business and given the scalable nature of your envisioned system which I have hands-on experience with, the performance will stay optimized as we scale up efficiently. Let's talk about a clear fee breakdown covering mobile(Cross-platform +iOS), dashboard development, WhatsApp API setup & integration, click-to-call integration, testing & QA up until deployment. Being open to fixed-price/milestone-based payment, I'm comfortable tailoring a budget according to your needs while also ensuring timely delivery within wise timelines ensuring no functionalities are compromised. Ultimately,get ready for an AI-powered CRM primed with clean yet maintainable code!

@shayankhan333

For 100+ daily calls, the biggest UX win is keeping call outcome logging to one tap without ever leaving the lead list. I've built similar high-volume CRMs where even one extra screen transition kills agent productivity. Here's my approach: React Native for the Android app with native SIM-based dialing, a React + Node.js web dashboard, and the official WhatsApp Business API for auto-reminders and in-CRM chat. I'll structure the lead list so status changes, call logging, and callback scheduling all happen inline, no page reloads. One thing worth flagging early: WhatsApp Business API approval requires a verified Facebook Business Manager and pre-approved message templates. That process can take 5-7 business days, so I'll kick it off in parallel with development to avoid delays. Best regards, Shayan

@iimtpradeepdash

You only get the speed you want if the Android app and web dashboard both talk to one backend, not separate ones. Status updates, calls, pipeline, and WhatsApp actions must sync instantly or your team loses its place. Click-to-call (real SIM, not VoIP) and the official WhatsApp Business API—these take the most planning. Built similar for B2B sales teams—live pipeline boards, call integration, WhatsApp API flows, and secure role-based dashboards. Used React.js for web, Flutter for Android, Node.js backend, WhatsApp Business API, database encrypted at field level for KYC and financial data. Is your WhatsApp Business account approved for API use, or do you need setup from scratch? The difference changes the first sprint. Reply, and I’ll send you a detailed feature-by-feature breakdown and timeline. You can see similar CRM apps at work.techindika.com. Pradeep

@NEHABHAT92

As a passionate and experienced developer with over 9+ years in web and mobile app development, I am confident that I possess the right skillset for your Stock Broking CRM project. My proficiency includes Android, Mobile App Development, PHP, and Web Development which perfectly aligns with your project requirements. I have prior experience building CRM systems and sales-tracking tools, ensuring smooth day-to-day management of leads, calls, and sales pipelines. I can also incorporate your desired features like click-to-call, WhatsApp integration using official WhatsApp Business API, file/document sharing via WhatsApp from the CRM, just to name a few. With me on your team, you can rest assured of receiving 'real value' for your investment. Not only will I ensure high data security with encrypted client contact and financial data but also build a scalable system to accommodate the growth of your team. Additionally, I provide free 3 months of support for any existing development, so post-launch maintenance won't be a concern for you. Let's deliver an impactful solution to streamline your stock broking business together!

@ammarahmed20

As a seasoned developer and automation expert, I have spent over 6 years building complex systems that streamline operational tasks. Your stock broking business would absolutely benefit from my wide ranging skills - from AI agents and autonomonous conversational AI systems to telephony integrations and full-stack web applications. Not only have I integrated with WhatsApp Business API before, I've capitalized on the platform to solve issues similar to what you face today - lead-focussed task scheduling, call follow-ups, file shares and team collaboration. My knack for efficient UI/UX design will come in handy when developing not just an Android app but a web dashboard that runs smoothly on all devices. This will make it easier for your high volume call team to manage CRM tasks efficiently. Additionally, I'll help you seamlessly track key sales metrics like conversions, demat accounts, AUM(monthly) via an intuitive and customizable Sales Pipeline board and Call tracking/dashboard. With financial data security being top priority in your industry, you can count on me to implement robust safeguards for your client data while still ensuring we maintain fast performance levels even during peak resource usage times.

@rakhshanz3

Hi! I'd love to build your Stock Broking CRM — an Android app plus web dashboard to manage leads, clients, KYC status, follow-ups and team activity in one place. I'll design clean lead-capture and pipeline views, role-based access for your admins and agents, reminders and notifications, and reporting so you can see conversions and daily activity at a glance. I focus on secure, maintainable code and a smooth UX on both mobile and desktop, and I'll work in milestones so you see progress early and can steer priorities. Could you share your required fields/workflows, any existing designs, and your preferred backend? Happy to start with the core CRM + client management so the foundation is solid first. Thanks, Rakhshan

@chetanprajapat

With nearly a decade of experience in mobile app development and a particular focus on high-performance Android applications, I am confident in delivering a robust and user-friendly Stock Broking CRM for your business. I understand the pace and quantity of calls your team handles daily, which is why I will prioritize creating a minimal-click workflow that enhances speed and efficiency. My understanding of the stock broking industry's dynamics, including vital aspects such as lead management, click-to-call features, and sales pipeline tracking, can further refine the project's design to align with your specific needs. What sets me apart from others is my ability to integrate various technologies harmoniously. I have solid experience with the WhatsApp Business API and click-to-call integration, critical components outlined in your project description. This ensures that the CRM we create will not only enable seamless integration between agents' SIMs and official WhatsApp accounts but also allow automated message reminders tied to scheduled callbacks along with in-CRM chat and document sharing for better communication management. In terms of security measures, I am well-versed in implementing stringent data encryption practices for safeguarding sensitive financial information such as client details or stock interests. Additionally, my background in building scalable systems ensures that your CRM solution will grow seamlessly alongside your team.

@Tarang78

Hi! I can build your stockbroking CRM with a fast Android app and web dashboard, custom-engineered for 100+ daily SIM-based click-to-calls and direct WhatsApp Business API automation. We’ll implement minimal-click lead tables, automated callback tasks, visual pipelines, and Demat/AUM tracking with role-based data encryption. I have a full milestone timeline; a fixed-fee breakdown (covering Android, Web, WhatsApp API, QA & Play Store deployment); and a proposed tech stack Node.js ready for you. Drop me a message in chat so I can share similar high-volume sales CRMs we’ve built!

@Mayurisharma7619

Hello,I can develop your CRM with an Android app and web dashboard focused on a fast, minimal-click workflow for high-volume calling teams. I have experience building custom CRM systems, admin dashboards, mobile applications, WhatsApp API integrations, telephony features, and reporting modules. Proposed Tech Stack Android: Flutter (or Native Android if preferred) Web: React.js Backend: Laravel Database: MySQL REST API for mobile and web I can deliver: Lead management with inline status updates Click-to-call using the agent's SIM WhatsApp Business API integration with templates and reminders Sales pipeline and task management Call tracking and reporting dashboards Demat, AUM, and deal tracking Role-based access with secure data storage Excel/CSV export Responsive web dashboard and Android application I can work on a milestone-based fixed-price model and provide regular progress updates throughout the project. I would be happy to discuss the workflow in detail and suggest the best approach for WhatsApp Business API and call integration. Thanks

@Abror86

Hi — Abror-Yakubov here. "STOCK BROKING CRM WITH ANDROID APP & WEB DASHBOARD" — you need agents to handle 100+ calls a day with the fewest possible clicks while keeping follow-ups and reporting accurate. I would build the CRM around a fast lead list where agents can update status, log calls, create callback tasks automatically, and move through the pipeline without opening extra screens. The backend will support role-based access, reporting, WhatsApp Business API integration, and secure storage so it scales as your team grows. The click-to-call flow, callback automation, dashboard, exports, and broker-specific tracking (Demat, AUM, KYC, deals) will be developed in milestones so each module can be tested before moving to the next. Have you already obtained WhatsApp Business API access and business verification, or should that be included as part of the implementation? Looking forward to working with you.

@priyanshuk879

Hi, I’ve worked on custom CRM systems and your requirement for a fast, minimal-click workflow really stood out. Features like editable lead statuses, one-click calling, WhatsApp Business API integration, follow-up reminders, and the sales pipeline can all be built into a clean and scalable system. I’d recommend Flutter for the Android app and React/Node.js for the web dashboard with a secure backend. The CRM will be designed for speed, so your team can manage 100+ calls a day without unnecessary steps. I’ll also ensure proper reporting, role-based access, and encrypted client data. Ready to start Immediately.

@prachia77

Hi, I have carefully reviewed your requirements and understand that you need a custom CRM for your stock broking business with an Android app and web dashboard focused on high-speed lead management, click-to-call, WhatsApp Business API integration, sales pipeline, reporting, and secure client data management. I have 7+ years of experience in web and mobile application development, CRM solutions, API integrations, PHP, Android, cloud-based applications, and database management. I can build a scalable CRM with role-based access, lead tracking, callback automation, dashboards, reporting, WhatsApp Business API integration, click-to-call functionality, and broker-specific features like Demat, AUM, and KYC tracking. What makes me the best candidate for this project is my experience in developing custom business applications that streamline operations and improve team productivity. I focus on clean architecture, fast performance, secure data handling, and intuitive workflows that minimize clicks for high-volume sales teams. I'd be happy to discuss your preferred tech stack, implementation phases, timeline, and provide a milestone-based development plan with a detailed cost breakdown before we get started. Best Regards, Prachi Webix Infotech

@dmytrot16

⭐⭐⭐⭐⭐Hello Are you tired of juggling multiple tools to manage leads and sales, facing inefficiencies and lost opportunities in your high-volume call environment? Imagine a streamlined CRM solution tailored to your stock broking business, ensuring seamless lead tracking, efficient calling processes, and insightful reporting. I prioritize quality over price. Guaranteed on-time delivery & 100% satisfaction! To address your need for a Lead & Call Management CRM, I propose a bespoke Android app and web dashboard solution. Leveraging my expertise in mobile app development, web dashboard creation, and WhatsApp Business API integration, I will create a user-friendly platform that optimizes lead management, click-to-call functionality, and WhatsApp interactions. In a recent project for a financial services firm, we implemented a similar CRM system that led to a 30% increase in lead conversions within the first month. By customizing status options, automating task creation, and enabling one-click calling, we significantly enhanced the sales team's productivity. Would you like to see a demo of how our solution can revolutionize your lead management and sales pipeline tracking? Let's discuss a tailored fee breakdown for mobile app development, web dashboard creation, and integration tasks to ensure a seamless project delivery aligned with your timeline and budget. Best regards

@MuhammadAkif8

I can build a complete lead and call management CRM solution for your stock broking business with an Android app and web dashboard designed for fast sales workflows. I’ll create a system that helps your team manage leads, calls, WhatsApp follow-ups, sales pipelines, tasks, reporting, and stock-broker-specific tracking with a minimal-click user experience. I’ll handle CRM architecture, Android app development, web dashboard, WhatsApp Business API integration, click-to-call workflow, role-based access, analytics, exports, security, testing, and deployment while ensuring the platform is fast, scalable, and easy for your team to use daily. My focus is always on delivering a reliable solution that improves lead conversion, sales tracking, and overall business efficiency. I’d be happy to discuss your requirements, suggest the right tech stack, and create a development plan that fits your goals. Best regards, Akif K