Contact person: Business Client

Phone:Show

Email:Show

Location: Rio de Janeiro, Brazil

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"Hello,

I run a travel agency / DMC based in Brazil and I need a simple web-based management system to track:

the daily work done by my team (travel designers / sales agents and operations staff),

the sales each salesperson closes,

and monthly performance reports by person, channel, and period.

We currently use some structured Excel files, but we want to move to a centralized web application, accessible by multiple users, including from mobile.

Main Objectives

Staff Management

Staff master data with: name, role (sales / operations), market, start date, active/inactive, notes.

Daily Activity Tracking

Each record = one activity done (e.g. quote sent, follow-up, phone call, email, internal meeting, etc.).

Main fields:

Date

Staff member

Activity type (from a dropdown list)

Client

Sales channel (Evaneos, Travel Local, TourRadar, direct, WeRoad, etc.)

Product / trip

Quote value (if applicable)

Deal status (in progress, won, lost, pending)

Notes

Sales Tracking

Each record = one closed sale.

Main fields:

Sale date

Staff member

Client

Sales channel

Product / trip

Travel dates (optional)

Sale value

Optional margin/commission

Payment status (deposit, balance, paid, to be collected)

Notes

Dashboard & Reports

Reports by staff member and month:

number of activities

number of sales

total sales value

Reports by sales channel.

Simple charts (e.g. sales per month, sales per staff member).

Ability to export data to Excel/CSV.

User Roles & Permissions

Admin:

Full access and editing rights

Manages staff records

Manager:

Can view all data and reports

Cannot edit staff master data

Staff member:

Can create/edit only their own activities and sales

Can view their own history and performance

Technical Aspects (Flexible)

I’m open to suggestions from the developer, but the general idea is:

Web application (responsive) – must work well on desktop and smartphone.

Backend: any solid framework (e.g. Node.js / Express, Laravel (PHP), Django (Python), etc.).

Frontend: any clean and simple solution (e.g. React / Vue, or server-rendered pages).

Relational database (e.g. MySQL / PostgreSQL).

Data model already conceptually defined: tables for staff, activities, sales plus supporting tables (channels, activity types, etc.).

Nice-to-have (for the future, not mandatory now): structure ready for possible API integrations with sales platforms (Evaneos, etc.).

I already have a logical structure in Excel with all the columns (activities, sales, staff), which can be used as a reference for the database design.

Deliverables

A working MVP web application including:

Login system with roles.

Staff management section.

Forms to insert/edit activities.

Forms to insert/edit sales.

Basic dashboard with:

summary by staff member / month,

summary by sales channel,

simple charts.

Full source code (Git repository) and basic documentation:

how to install and run locally,

how to deploy to a server (VPS/shared hosting or your recommendation).

Short user guide (PDF or text file) explaining how to use the system.

Freelancer Requirements

Proven experience building internal web tools / CRMs / management systems.

Solid knowledge of at least one backend framework and preferably a modern frontend framework.

Ability to design a clean and scalable relational database.

Experience with user-friendly UIs for non-technical staff.

Communication in English (Italian is a plus but not required).

Please Include in Your Proposal

Short introduction (who you are, where you are based).

2–3 examples of similar projects (CRM, internal tools, dashboards, etc.).

Your preferred tech stack for this project.

An indicative estimate of:

timeline for a working MVP,

total cost or expected price range.

Any ideas or suggestions to improve the workflow or features based on the description above." (client-provided description)