Custom Sales Management CRM

Multi-Company SaaS Business Management Platform Complete wireframes, demos, mock-up screens, processes, flows and required document formats will be provided during development. Reference Platforms Pipedrive, Zoho and Salesforce. Objective Develop a secure, dynamic and fully configurable platform for managing complete business operations, communication, automation and reporting Technology The front end shall use React, Next.js and TypeScript. The backend shall use Node.js, NestJS, APIs, webhooks, workflow services and secure cloud deployment. Database PostgreSQL with modular data architecture, company-wise tenant separation, linked records, backups, audit logs and secure database management. Mobile Application Android and iOS applications for field teams, SaaS and Subscriptions Multi-company SaaS with one company as one tenant. It shall support multi-currency, payment gateways, IP-based subscription Administration Levels The system shall have Portal Super Admin, Company Super Admin, Company Admin with limited rights and users in different roles. Any user may receive full or limited admin rights. Security and Access Control Military-grade security, encryption, MFA, IP controls and complete audit trails. Role-based and user-based permissions shall apply at module, submodule, record, action and field level. System Settings System Settings shall provide central control to the Portal Super Admin, Company Super Admin and authorised Company Admin. Company Settings Manage company profiles, branches, departments, financial years, currencies, taxes, languages, branding, time zones and subscriptions. ID Settings Create custom ID formats, prefixes, suffixes and numbering sequences for every module and submodule. This is a unique and specific requirement. A complete demonstration will be provided by me to explain how this should work on the front end and how it will be created, configured and managed through System Settings. Filter Settings Create dynamic field-based, custom, default, advanced, saved, shared, role-based and user-specific filters, particularly for List View. This is a unique and specific requirement. A complete demonstration will be provided by me to explain how this should work on the front end and how it will be created, configured and managed through System Settings. Access Control Settings Configure role-based and user-based permissions at module, submodule, record, action and field level, including view, add, edit, approve, print, export, hide and delete rights. Module and Submodule Settings Create, rename, arrange, activate, deactivate, hide or display modules and submodules according to company requirements. This is a unique and specific requirement. A complete demonstration will be provided by me to explain how this should work on the front end and how it will be created, configured and managed through System Settings. Home Page Builder Create company, department, role and user-specific homepages with menus, widgets, shortcuts, KPIs, charts and dashboards. This is a unique and specific requirement. A Form Builder Build single-page and multi-page forms with sections, rows, columns, tables, fields, validations, formulas, conditional logic and linked data. Workflow and Automation Configure submission, checking, approvals, TAT, assignments, reminders, notifications, escalations, field updates and automatic actions. AI Automation Configure AI search, OCR, document extraction, call summaries, drafting, lead analysis, forecasting, recommendations, alerts and automatic actions. Print Builder Design print formats using drag-and-drop fields, tables, images, logos, headers, footers, page settings and conditional content. Print Templates Create prepared and customised print templates for quotations, invoices, purchase orders, BOMs, reports, certificates and other documents. Form Templates Provide ready-made, pre-filled and single-click form templates. Each company may select a default template for every module or submodule. Notification Settings Configure email, SMTP, SMS, WhatsApp, in-app notifications, alerts, alarms, reminders and escalation messages. Integration Settings Manage APIs, webhooks, payment gateways, calling applications, IoT, Google Sheets, Excel, Zoho and other third-party integrations. Data and Security Settings Manage imports, exports, backups, retention, Recycle Bin, audit logs, passwords, MFA, IP restrictions, geo-restrictions and session controls. This is a unique and specific requirement. A complete demonstration will be provided by me to explain how this should work on the front end and how it will be created, configured and managed through System Settings. Language and Display Settings Configure multiple languages, default names, customised labels, themes, date formats, number formats, menu order and field display. Forms and Data Management Advanced Form Builder Forms shall support tabs, sections, rows, columns, multi-page layouts, repeatable item tables, free tables, rich text, dates, checkboxes, buttons, dropdowns, single-select, multi-select, files, images, signatures and geo-fields. Formulas and Conditional Logic Forms shall support field validation, conditional fields, mathematical calculations and Excel or Google Sheets-type formulas. Date-plus-days and checkbox-based date, time and user recording shall be available. Data Linking and Automatic Data Fetching All modules and submodules shall be interconnected through common IDs and linked records. Fields such as Customer Name shall automatically fetch information from the Customer Master. Record Counts Menus shall show live record counts such as Leads (3456), Contacts (6547) and Quotations (5643). Views and Data Actions The system shall provide List, Table, Card, Kanban, Calendar and Gantt Chart views with import, export, edit, bulk edit, print, PDF and PDF with email. Documents and Templates Prepared and custom templates shall support quotations, tax invoices, purchase orders, item lists, price lists, multi-le