Complete & Enhance Custom CRM need AI Software Development

Contact person: Complete & Enhance Custom CRM

Phone:Show

Email:Show

Location: Cairo, Egypt

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"My in-house team started a bespoke CRM in [login to view URL], with Supabase (PostgreSQL, Row Level Security, real-time functions) powering the back-end, but several core pieces are still unfinished and some existing flows are unreliable. I need someone who can step into the current codebase, make sense of what’s there, and drive it through to a rock-solid, production-ready release.

Where we stand

React 18 + TypeScript frontend scaffolded inside Lovable.ai.

Supabase integrated for authentication, data storage, and role-based access (RLS).

TailwindCSS / ShadCN-UI used for styling and UI.

GitHub repo already linked to the project.

The following modules are either missing or only partially wired up:

Client request management

QC/KPI tracking

Report generation and PDF export

Approval workflow (Agent → QC → Admin → Super Admin)

Invoicing engine

AI integration

Security hardening

Dashboards (operations & finance)

What I need next

Complete unfinished modules so they work end-to-end, including CRUD, validations, and Supabase RLS role permissions.

Refactor approval workflow so every status change triggers correct notifications and audit logs.

Add lightweight invoicing engine to create, edit, and send invoices directly from the platform.

Embed AI features (smart data extraction, style-learning suggestions, predictive QC flags) via OpenAI APIs (RAG + fine-tuning).

Harden security: role-based access control, field-level encryption, OWASP checks, IP allow-list, and secure file delivery.

Build clear dashboards using React Query + Supabase for KPIs (operations, QC, finance).

Set up a staging environment automatically deployed from GitHub for testing/QA.

Push the final system live on Cloudways for production use.

Leave the codebase fully documented, with unit tests (Jest/React Testing Library) covering critical paths and a deployment script.

Tech Stack / Frameworks

Frontend: React 18, TypeScript, TailwindCSS, ShadCN-UI, React Query

Backend: Supabase (PostgreSQL, RLS, Edge Functions)

Auth: Supabase Auth (role-based)

AI: OpenAI API (RAG, embeddings, fine-tuning)

Reporting: PDF export (React-pdf, Puppeteer, or equivalent)

Testing: Jest, React Testing Library

Deployment: GitHub → staging (CI/CD) → Cloudways (production)

Acceptance Criteria

A module passes when:

All user stories are demoed live in the staging environment.

Security tests return clean.

Unit tests cover ≥90% of new code.

UX consistency is signed off by operations lead.

If you’ve successfully rescued or completed SaaS/CRM builds before—especially using React + Supabase with CI/CD and Cloudways deployment—you’ll be a strong fit." (client-provided description)


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