Browse categories
Explore
Fiverr Pro
English
$
USD
I will create custom web based financial CRM
Ankush
About this gig
Built and deploy a custom web based CRM to help a business manage client projects, freelancer payouts, payment milestones, and project profitability from a single dashboard.
The system replaces manual spreadsheet based tracking with a centralized application that automatically calculates all KPIs.
Key Features
Project Management
- Create and manage client projects
- Track project signing date and status
- Search, filter, sort, edit, and manage projects
Client Management
- Store client contact information
- Group projects by client
- Automatically calculate client level financial total
Freelancer Management
- Maintain a centralized freelancer directory
- Store freelancer contact information
- Automatically populate freelancer details when creating projects
- Track freelancer project totals
Payment & Milestone Tracking
- Split client payments into multiple phases
- Track amount collected and balance remaining
- Split freelancer payouts into phases
- Track amount paid and outstanding freelancer balance
Financial Analytics
- Projected net profit
- Realized net profit
- Project and client level financial rollups
Technology: React,Supabase PostgreSQL, Supabase Authentication, Cloudflare Pages
Get to know Ankush
Ankush
Marketing Analyst
- FromIndia
- Member sinceFeb 2024
- Avg. response time1 hour
Languages
Hindi, English
Hi, I'm Ankush, a Marketing Analytics and Salesforce professional with 3+ years of experience helping businesses turn data into actionable insights. I specialize in Salesforce Administration, SQL, Tableau, GA4, GTM, BigQuery, dashboard development, reporting automation, and data analysis. I've worked with sales and marketing teams to optimize CRM processes, automate workflows, and build impactful reports and dashboards. I focus on delivering accurate, scalable solutions with clear communication, timely delivery, and a strong business-oriented approach.
My Portfolio
FAQ
Are the database and hosting included in the price?
The CRM can initially be deployed using the free plans of Supabase and Cloudflare, which are suitable for low-volume usage but have usage limits. If your business grows and exceeds the free-tier limits, you can upgrade to a paid plan directly with the respective provider.
Is this a full accounting or ERP system?
No. The CRM is designed for project, client, freelancer, payment, and profitability tracking. Invoicing, accounting, payroll, advanced ERP functionality, or third-party integrations can be added as custom features if required.
Can you build a custom CRM based on my business workflow?
Yes. I can build a custom web-based CRM tailored to your workflow, including clients, projects, freelancers, payments, milestones, KPIs, and profitability tracking.
What technology do you use to build the CRM?
I can build the application using technologies such as React/JavaScript, Node.js, Supabase/PostgreSQL, and Cloudflare, depending on the project requirements.
Can I manage both clients and freelancers from the same CRM?
Yes. The CRM can include separate sections for clients and freelancers, allowing you to track projects, payments, payouts, balances, and other relevant information from one place.
Can you connect the CRM to Supabase or another database?
Yes. I can set up a secure database structure and connect the application to Supabase/PostgreSQL or another suitable database based on your requirements.
Will you deploy the CRM after development?
Yes. Deployment can be included, including configuring the application, database connection, authentication, hosting, and domain if required.
Can I have login and user authentication?
Yes. I can implement secure login and authentication. Role-based access can also be added if different users need different permissions.
Can you import my existing Excel/CSV data into the CRM?
Yes. I can help structure and import existing client, project, freelancer, or financial data from Excel/CSV, depending on the data format and project scope.
