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Project ID:
67fcd18810fa95ca34496d36

Custom CRM Tool for Boutique Marketing Agency

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Budget

$50,000 ~ $75,000

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Location

Remote

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Deadline

August 28, 2025

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You do Not Offer this Service

Requested Services

Custom Software Development
Software Testing

Project Details

A boutique digital marketing agency is looking to develop a lightweight, custom CRM (Customer Relationship Management) tool tailored specifically to its client communication, campaign tracking, and lead management needs. The agency has outgrown off-the-shelf solutions and requires a flexible platform that can align with their unique workflows and scale as their client base grows.

Project Scope

  • Requirements gathering with the agency team
  • Design and development of a responsive web-based CRM
  • Core features: contact management, task tracking, pipeline visualization, campaign tracking, and internal notes
  • Basic analytics dashboard (lead source, conversion rate, etc.)
  • Admin settings for team roles and permissions
  • Integration with email (Gmail/Outlook) and calendar APIs
  • Secure login and user authentication

Key Deliverables

  • UI/UX mockups and clickable prototype
  • Fully developed custom CRM tool
  • API connections to Gmail/Outlook and Google Calendar
  • Source code and deployment instructions
  • User manual and quick-start guide
  • One month of post-launch support