Contact person: Unified Web CRM & Team Platform

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Location: Dubai, United Arab Emirates

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I’m ready to consolidate my customer-facing and internal operations into a single, web-based system that runs smoothly in any modern browser. The build needs two tightly connected modules:

CRM
The platform must let me store and segment contacts, track every deal through a customisable pipeline, and generate real-time sales reports I can export on demand. Automated email workflows, drip campaigns or other light marketing automation should trigger from deal stages or contact behaviour, keeping outreach consistent without manual work.

Team Management
Inside the same interface my team should be able to assign tasks, update their status, chat or comment in context, and see simple performance analytics that turn task data into individual and team-level insights. A shared calendar or Kanban-style board for workload visibility is ideal as long as it stays intuitive.

Deliverables
• Responsive web application (desktop, tablet, phone)
• Secure multi-user authentication with role permissions for admin, manager and agent
• CRM: contact database, deal pipeline, sales reports, email/triggers engine
• Team module: task creation & tracking, integrated messaging, performance dashboards
• Clean, well-documented codebase plus a short video walkthrough so onboarding new staff is painless

Acceptance criteria
1. I can create a contact, attach a deal, progress it through stages and see the numbers reflect instantly in reports.
2. A task assigned to a teammate notifies them, accepts updates, and rolls into their performance metrics automatically.
3. All standard actions complete in under three clicks and under two seconds on a mid-range laptop over average broadband.

Main Features Required:
1. Communication & Collaboration
Internal chat and messaging system
Video and audio calls (with screen sharing)
Regular and international calls (VoIP)
Calendar and meeting scheduling (similar to Microsoft Teams)

2. CRM & Customer Service
Customer database management
Sales pipeline and tracking
Marketing campaigns and lead tracking
Complaint, refund, replacement, and compensation management system
Integration with company bank account for payment tracking and refunds

3. HR & Team Management
Employee and teacher profiles
Role-based credentials and access control
Attendance and scheduling system
Task management and internal communication

4. File & Document Management
Secure file upload, version control, and sharing
Folder permissions by department or team
Cloud-based storage (e.g., AWS S3 or Google Drive integration)

5. Finance & Accounting (Basic)
Connection to company bank account
Record of payments, refunds, and compensations
Downloadable financial reports

6. Integration

Link to main education website (for student info, courses, etc.)
Sync student data and bookings
Allow teachers to manage online classes and schedules

Technical Requirements

Fully web-based platform, responsive and mobile-friendly
Technologies preferred: React / Node.js / WebRTC / MySQL (or suggestions from developer)
Secure user authentication and data protection
future extention include app version (Android/iOS)

Project Timeline
Full version: 3–6 months

Budget
Please provide quotes for:
MVP Version (chat, calls, file upload, team management)
Full Version (CRM, HR, Finance, Integration, etc.)

Feel free to recommend the stack you’re most productive with—Laravel, Node/React, Django, or similar—as long as it’s open-source, easy to maintain, and supports future API integrations. I’m aiming for a clean MVP first, then iterative feature releases together." (client-provided description)