Contact person: Business Client

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Location: Nairobi, Malawi

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I need a robust, in-house Pay-As-You-Go CRM that places client management at its core and fits the day-to-day realities of our renewable-energy business in Malawi. The system must let every branch and field agent register new customers quickly, maintain rich client profiles, log all support interactions, and segment the entire portfolio for targeted analytics.

Alongside those client-centric features, seamless payment tracking is essential. The platform has to record Mobile Money, bank transfer, and cash transactions in real time, correlate them with each customer’s repayment schedule, and surface any delinquency trends on an intuitive dashboard.

Because multiple branches and roaming agents will log in concurrently, the database structure and user-permission logic must scale cleanly. Performance monitoring—sales funnels, repayment rates, agent productivity—should be available through configurable reports so we can adjust strategy without exporting data to external tools.

Deliverables
• A web-based CRM (responsive) with modules for:
– Client registration & profile management
– Customer support/communication tracking
– Client segmentation & analytics
– Multi-method payment tracking and reconciliation
– Performance dashboards (branch and agent level)
• API endpoints for future mobile app integration
• Source code, schema documentation, and a brief hand-over session demonstrating key workflows

I’ll provide sample data structures, PayGo repayment logic, and branding assets once we begin; you’ll guide the technical stack and sprint plan so the final product is easy for our local IT team to maintain." (client-provided description)