I will build a CRM web app for client tracking, lead pipeline and sales dashboard


About this gig
Your leads are in a spreadsheet, your deals are in your head, and your sales numbers are a guess. Monthly CRM plans charge you for features you never touch.
I will build a custom CRM web app shaped around how you actually sell, with a lead tracker and a live sales dashboard in one place.
Inside your CRM:
- Lead tracker with your own stages and drag-and-drop board
- Contact and company records with notes and history
- Deal values, follow-up dates and task reminders
- Sales dashboard with revenue, win rate and pipeline totals
- Team logins with admin and staff access
- Search, filters and CSV import or export
- Website form connection so new leads appear on their own
What makes it different from a ready-made CRM:
You get only the fields and screens your business needs. No clutter, no per-user monthly fee, and the app is hosted online so your team can open it from any device.
You own the code and the data. I deploy it to your hosting account and hand over everything, with notes on how to use and update it.
Tell me how a lead moves from first contact to paid customer in your business, and I will map the CRM around that.
Get to know Beau
Custom SaaS, Booking and Workflow Systems
- FromUnited States
- Member sinceAug 2024
Languages
English, Italian, Spanish
FAQ
Do I own the CRM?
Yes. The code and data are yours. I deploy the app to your own hosting and database accounts, so you are never locked in to me.
Where is it hosted and what does it cost?
I usually host on Vercel with a cloud database. Small apps can often run on free plans. I will tell you the expected monthly cost before we start.
Can my team have different access levels?
Yes. Admins can see and manage everything, while staff only see the leads and deals assigned to them.
Can I bring in my existing leads?
Yes. Send me a CSV or spreadsheet export and I will import your leads, contacts and deals into the new CRM.
Can leads from my website go straight in?
Yes. I can connect your website contact form so new leads go straight into the CRM with no copy and paste.
