Contact person: WA CRM-LATAM

Phone:Show

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Location: Santo Domingo, United States

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I need a simple yet robust CRM focused entirely on customer management for my Latin-American market. The core of the build will be an interaction timeline that records and displays every phone call with a contact—date, duration, summary notes, follow-up reminders, and file attachments such as call recordings. No email or in-person logs are required right now; the system’s single job is to give me a clear, searchable history of all phone conversations so my team can serve customers faster and more personally.

Key points to keep in mind:
• Contacts must be easy to import, tag, and segment in Spanish and Portuguese character sets.
• Each customer profile needs an interaction tab that auto-updates when a new call is logged (manual entry or VoIP integration—open to suggestions).
• Basic dashboards: upcoming callbacks, last‐contacted dates, and overdue follow-ups.
• Mobile-friendly interface is essential because our reps work primarily from smartphones.

I am not tied to any specific platform; if you can achieve this efficiently with an off-the-shelf tool (HubSpot, Zoho, Odoo, SuiteCRM, etc.) plus light customization, great. If a lightweight custom build is faster, I’m open. Tell me how you would:
1. Capture and store phone-call data.
2. Keep the UI Spanish/Portuguese ready.
3. Deliver the final solution, including migration of my existing call notes (currently in spreadsheets).

Please outline your proposed tech stack, timeline, and any similar projects you’ve completed." (client-provided description)